Caterpillar shares owned by Baron Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Baron Wealth Management
from 13F filings
Historical chart of Baron Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Baron Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $642k | 1.3k | 477.20 |
| 2025-06-30 | $504k | 1.3k | 388.25 |
| 2025-03-31 | $435k | 1.3k | 329.82 |
| 2024-12-31 | $433k | 1.2k | 362.78 |
| 2024-09-30 | $439k | 1.1k | 391.14 |
| 2024-03-31 | $401k | 1.1k | 366.44 |
| 2023-12-31 | $324k | 1.1k | 295.67 |
| 2023-09-30 | $273k | 1.0k | 273.00 |
| 2023-06-30 | $246k | 1.0k | 246.05 |
| 2023-03-31 | $229k | 1.0k | 228.84 |
| 2022-12-31 | $240k | 1.0k | 239.56 |