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Caterpillar shares owned by Arista Wealth Management

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

Historical chart of Arista Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Arista Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $387k 811 477.15
2025-06-30 $330k 851 388.21

More positions owned by Arista Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Arista Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar