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Caterpillar shares owned by Bluestem Financial Advisors

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

Historical chart of Bluestem Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Bluestem Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 201 1062.46

More positions owned by Bluestem Financial Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Msci Leadr (SUSL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Esg Aware Msci (ESML)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Bluestem Financial Advisors

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