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Caterpillar shares owned by Aspen Wealth Strategies

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

Historical chart of Aspen Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 226 1065.00

More positions owned by Aspen Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Broadcom (AVGO)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Global X Fds Artificial Etf (AIQ)
Ishares Tr Us Consm Staples (IYK)
Vanguard World Health Car Etf (VHT)

View all positions for Aspen Wealth Strategies

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