Birchwood Financial Partners »

Caterpillar shares owned by Birchwood Financial Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Birchwood Financial Partners from 13F filings

Historical chart of Birchwood Financial Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Birchwood Financial Partners 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 Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $60k 105 572.87

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Apple Stock (AAPL)
Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
Donaldson Stock (DCI)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
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
Jpmorgan Chase & Co

View all funds holding Caterpillar