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Caterpillar shares owned by Arta Finance Wealth Management

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

Historical chart of Arta Finance Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Arta Finance Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 233 1064.90

More positions owned by Arta Finance Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr St Str Care Etf (XLV)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
NVIDIA Corporation (NVDA)

View all positions for Arta Finance Wealth Management

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar