Historical shareholding details of Baron Silver Stevens Financial Advisors, LLC holdings in Caterpillar Inc. (CAT)

Monthly changes of Baron Silver Stevens Financial Advisors, 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
Jun 30, 2025	Baron Silver Stevens Financial Advisors, Llc	846	0.00%
Jun 30, 2025	Baron Wealth Management, Llc	1,297	0.00%

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%