Ariadne Wealth Management »

Caterpillar shares owned by Ariadne Wealth Management

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

Historical chart of Ariadne Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Ariadne Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 542 409.43

More positions owned by Ariadne Wealth Management

Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Silver Tr Ishares (SLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Avantis Intl Sml (AVDS)

View all positions for Ariadne Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar