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

Monthly changes of Robertson Stephens 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
Dec 31, 2024	Robertson Stephens Wealth Management, Llc	17,540	0.00%

Sep 30, 2024	Robertson Stephens Wealth Management, Llc	14,027	0.00%

Jun 30, 2024	Robertson Stephens Wealth Management, Llc	18,263	0.00%

Mar 31, 2024	Robertson Stephens Wealth Management, Llc	14,607	0.00%

Dec 31, 2023	Robertson Stephens Wealth Management, Llc	14,707	0.00%

Sep 30, 2023	Robertson Stephens Wealth Management, Llc	14,884	0.00%

Jun 30, 2023	Robertson Stephens Wealth Management, Llc	15,273	0.00%

Mar 31, 2023	Robertson Stephens Wealth Management, Llc	16,092	0.00%