Historical shareholding details of Baron Wealth Management, LLC holdings in Caterpillar Inc. (CAT)

Monthly changes of Baron Wealth Management, LLC shareholding in Caterpillar Inc. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Mar 31, 2025	Baron Silver Stevens Financial Advisors, Llc	783	0.00%
Mar 31, 2025	Baron Wealth Management, Llc	1,319	0.00%

Dec 31, 2024	Baron Silver Stevens Financial Advisors, Llc	773	0.00%
Dec 31, 2024	Baron Wealth Management, Llc	1,193	0.00%

Sep 30, 2024	Baron Wealth Management, Llc	1,121	0.00%

Jun 30, 2024	Baron Wealth Management, Llc	1,102	0.00%

Mar 31, 2024	Baron Wealth Management, Llc	1,095	0.00%

Dec 31, 2023	Baron Wealth Management, Llc	1,095	0.00%

Sep 30, 2023	Baron Wealth Management, Llc	1,000	0.00%

Jun 30, 2023	Baron Wealth Management, Llc	1,000	0.00%

Mar 31, 2023	Baron Wealth Management, Llc	1,000	0.00%