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Caterpillar shares owned by Aries Wealth Management

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

Historical chart of Aries Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Aries Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 18k 391.12
2024-06-30 $6.0M 18k 333.10
2024-03-31 $6.6M 18k 366.43
2023-12-31 $5.4M 18k 295.67
2023-09-30 $5.0M 19k 270.79
2023-06-30 $4.5M 18k 246.05
2023-03-31 $4.1M 18k 228.84
2022-12-31 $4.3M 18k 239.56
2022-09-30 $3.9M 18k 216.44
2022-06-30 $3.2M 18k 178.78
2021-12-31 $27M 128k 206.74
2021-09-30 $3.5M 18k 191.98
2021-06-30 $4.0M 18k 217.61
2021-03-31 $4.3M 19k 232.60
2020-12-31 $3.7M 19k 194.26
2020-09-30 $2.8M 19k 149.14
2020-06-30 $2.4M 19k 126.51
2020-03-31 $2.3M 19k 116.73
2019-12-31 $2.9M 20k 148.36
2019-09-30 $2.5M 20k 128.39
2019-06-30 $2.6M 20k 135.50
2019-03-31 $2.6M 20k 135.50
2018-12-31 $1.3M 9.9k 127.05
2018-09-30 $1.3M 8.8k 152.43
2018-06-30 $1.3M 8.8k 143.83
2018-03-31 $1.3M 8.6k 148.14
2017-12-31 $1.4M 8.1k 170.42