Bauman Advisory Group »

Caterpillar shares owned by Bauman Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bauman Advisory Group from 13F filings

Historical chart of Bauman Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Bauman Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Bauman Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $375k 352 1065.32

More positions owned by Bauman Advisory Group

Spdr Series Trust St Str P500etf (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Us Garp Etf (GARP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Series Trust St Port High Etf (SPHY)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Bauman Advisory Group

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar