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Bauman Advisory Group, LLC

SEC CIK
0002111802
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Bauman Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
352
Value
$375.0K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of CAT by Bauman Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026352$375.0K0.2%+352NewHolders