Caterpillar shares owned by Roxbury Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.2k | 477.16 |
| 2025-06-30 | $1.3M | 3.3k | 388.22 |
| 2025-03-31 | $1.1M | 3.3k | 343.96 |
| 2024-12-31 | $1.4M | 3.3k | 406.13 |