Baron Silver Stevens Financial Advisors’s Caterpillar CAT Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Buy
2025 Q2	$328K	Buy
2025 Q1	$258K	Buy
2024 Q4	$280K	Buy
2021 Q1	–	Sell
2020 Q4	$58K	Buy