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Caterpillar shares owned by Brio Consultants

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Brio Consultants from 13F filings

Historical chart of Brio Consultants investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Brio Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $284k 495 572.87

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust State Stret Spdr (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Brio Consultants

Top funds holding Caterpillar

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

View all funds holding Caterpillar