Caterpillar shares owned by Shufro Rose & Co
Historical chart of Shufro Rose & Co investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Shufro Rose & Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Shufro Rose & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 805 | 329.80 |
| 2025-06-30 | $266k | 805 | 329.80 |
| 2025-03-31 | $266k | 805 | 329.80 |
| 2024-12-31 | $292k | 805 | 362.76 |
| 2024-09-30 | $335k | 1.0k | 333.10 |
| 2024-03-31 | $368k | 1.0k | 366.43 |
| 2023-12-31 | $246k | 900 | 273.00 |
| 2023-09-30 | $246k | 900 | 273.00 |
| 2023-06-30 | $221k | 900 | 246.05 |
| 2023-03-31 | $206k | 900 | 228.84 |
| 2022-12-31 | $216k | 900 | 239.56 |
| 2022-03-31 | $201k | 900 | 223.33 |
| 2021-12-31 | $207k | 1.0k | 207.00 |
| 2021-06-30 | $429k | 2.0k | 217.44 |
| 2021-03-31 | $457k | 2.0k | 232.10 |
| 2020-12-31 | $358k | 2.0k | 182.19 |
| 2020-09-30 | $359k | 2.4k | 149.02 |
| 2012-09-30 | $266k | 3.1k | 85.81 |