Caterpillar shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 7.2k | 477.26 |
| 2025-06-30 | $2.7M | 7.0k | 388.28 |
| 2025-03-31 | $3.0M | 9.1k | 329.80 |
| 2024-12-31 | $2.6M | 7.1k | 363.51 |
| 2024-09-30 | $2.6M | 6.6k | 390.06 |
| 2023-12-31 | $2.6M | 8.7k | 295.68 |
| 2023-09-30 | $1.8M | 6.5k | 273.00 |
| 2023-06-30 | $1.8M | 7.5k | 246.11 |
| 2023-03-31 | $1.3B | 5.7k | 228845.71 |
| 2022-12-31 | $1.3B | 5.6k | 239570.30 |
| 2022-09-30 | $752k | 4.6k | 164.01 |
| 2022-06-30 | $583k | 3.3k | 178.83 |
| 2022-03-31 | $681k | 3.1k | 222.91 |
| 2021-12-31 | $614k | 3.0k | 207.01 |
| 2021-09-30 | $648k | 3.4k | 191.83 |
| 2021-06-30 | $553k | 3.1k | 178.68 |
| 2021-03-31 | $351k | 1.5k | 231.53 |
| 2020-12-31 | $203k | 1.1k | 182.39 |
| 2018-09-30 | $256k | 1.7k | 152.56 |
| 2018-06-30 | $229k | 1.7k | 135.58 |
| 2018-03-31 | $982k | 6.7k | 147.45 |
| 2017-12-31 | $276k | 1.8k | 157.35 |
| 2017-09-30 | $2.2M | 18k | 124.69 |
| 2017-06-30 | $2.0M | 18k | 107.49 |
| 2017-03-31 | $3.0M | 32k | 92.75 |
| 2016-12-31 | $3.0M | 32k | 92.73 |
| 2015-06-30 | $232k | 2.7k | 84.64 |
| 2015-03-31 | $225k | 2.8k | 79.93 |
| 2014-12-31 | $257k | 2.8k | 91.46 |
| 2014-09-30 | $290k | 2.9k | 98.87 |
| 2014-06-30 | $320k | 2.9k | 108.70 |
| 2014-03-31 | $330k | 3.3k | 99.34 |
| 2013-12-31 | $334k | 3.7k | 90.56 |