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Caterpillar shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $324k 884 366.33
2023-12-31 $240k 811 295.63
2023-09-30 $221k 810 272.94

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Vanguard World Fds Comm Srvc Etf (VOX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar