BSW Wealth Partners

Position in CAT — Caterpillar Inc

CIK 1512601 BOULDER, CO

Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,569,603

+$836,710 QoQ

Shares Held

2,413

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,689

of 4,045 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $3,653,842 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,413	$2,569,603
2	PCAR	Paccar Inc	4,902	$588,828
3	DE	Deere & Co	781	$495,411

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,569,603	2,413	-1.3%	Shares	Sole	2026-07-15
2026-03-31	$1,732,893	2,446	+1.4%	Shares	Sole	2026-04-14
2025-12-31	$1,382,335	2,413	-3.5%	Shares	Sole	2026-01-23
2025-09-30	$1,192,875	2,500	+3.6%	Shares	Sole	2025-10-15
2025-06-30	$937,138	2,414	-0.5%	Shares	Sole	2025-07-18
2025-03-31	$799,765	2,425	-14.7%	Shares	Sole	2025-04-24
2024-12-31	$1,030,963	2,842	+40.1%	Shares	Sole	2025-01-22
2024-09-30	$793,582	2,029	+17.7%	Shares	Sole	2024-10-29
2024-06-30	$574,264	1,724	+7.1%	Shares	Sole	2024-07-16
2024-03-31	$589,952	1,610	+40.1%	Shares	Sole	2024-04-23
2023-12-31	$339,724	1,149	-4.7%	Shares	Sole	2024-01-25
2023-09-30	$329,238	1,206	-2.6%	Shares	Sole	2023-10-27
2023-06-30	$304,609	1,238	+0.2%	Shares	Sole	2023-08-11
2023-03-31	$282,617	1,235	-3.1%	Shares	Sole	2023-05-15
2022-12-31	$305,439	1,275	+2.9%	Shares	Sole	2023-02-14
2022-09-30	$203,295	1,239	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$230,064	1,287	+18.4%	Shares	Sole	2022-08-15
2022-03-31	$242,205	1,087	-15.9%	Shares	Sole	2022-05-16
2021-03-31	$299,576	1,292	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.