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
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Quarterly reported holdings in Caterpillar by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 18k | 477.15 |
| 2025-06-30 | $6.9M | 18k | 388.21 |
| 2025-03-31 | $5.9M | 18k | 329.80 |
| 2024-12-31 | $6.5M | 18k | 362.76 |
| 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 | $3.8M | 18k | 206.73 |
| 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 |
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