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Caterpillar shares owned by Baron Silver Stevens Financial Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Baron Silver Stevens Financial Advisors from 13F filings

Historical chart of Baron Silver Stevens Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Baron Silver Stevens Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Baron Silver Stevens Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $420k 881 477.15
2025-06-30 $328k 846 388.21
2025-03-31 $258k 783 329.80
2024-12-31 $280k 773 362.76
2020-12-31 $58k 323 179.57

More positions owned by Baron Silver Stevens Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Baron Silver Stevens Financial Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar