Rothschild Investment LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
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|
2025
Q1 | $8.62M | Buy |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $3.26M | Sell |
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|
2024
Q2 | $2.82M | Sell |
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.46M | Buy |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.13M | Hold |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $871K | Buy |
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|
2020
Q3 | $682K | Sell |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $602K | Buy |
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|
2019
Q4 | $750K | Sell |
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|
2019
Q3 | $654K | Sell |
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|
2019
Q2 | $727K | Sell |
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|
2019
Q1 | $743K | Buy |
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|
2018
Q4 | $652K | Hold |
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|
2018
Q3 | $782K | Hold |
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|
2018
Q2 | $696K | Buy |
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|
2018
Q1 | $741K | Hold |
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|
2017
Q4 | $793K | Buy |
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|
2017
Q3 | $598K | Sell |
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|
2017
Q2 | $558K | Sell |
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|
2017
Q1 | $491K | Sell |
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|
2016
Q4 | $494K | Sell |
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|
2016
Q3 | $486K | Sell |
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|
2016
Q2 | $432K | Buy |
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|
2016
Q1 | $432K | Buy |
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|
2015
Q4 | $380K | Sell |
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|
2015
Q3 | $375K | Buy |
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|
2015
Q2 | $478K | Sell |
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|
2015
Q1 | $613K | Buy |
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|
2014
Q4 | $599K | Buy |
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|
2014
Q3 | $645K | Buy |
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|
2014
Q2 | $699K | Sell |
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|
2014
Q1 | $854K | Sell |
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|
2013
Q4 | $1.35M | Buy |
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|
2013
Q3 | $1.05M | Buy |
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|
2013
Q2 | $999K | Buy |
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