Ownership history in Aries Wealth Management · 32 quarters on record
This page tracks every 13F SEC filing in which Aries Wealth Management reported a position in CATERPILLAR INC DEL (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 17,753 | -222 | -1.2% | 2.25% | $10.2M | $571.53 |
| 2025 Q3 | ADDED | 17,975 | +83 | +0.5% | 2.03% | $8.6M | $474.67 |
| 2025 Q2 | REDUCED | 17,892 | -100 | -0.6% | 1.82% | $6.9M | $384.78 |
| 2025 Q1 | UNCHANGED | 17,992 | — | 0% | 1.61% | $5.9M | $325.32 |
| 2024 Q4 | UNCHANGED | 17,992 | — | 0% | 1.80% | $6.5M | $356.53 |
| 2024 Q3 | REDUCED | 17,992 | -100 | -0.6% | 1.93% | $7.0M | $383.03 |
| 2024 Q2 | REDUCED | 18,092 | -36 | -0.2% | 1.90% | $6.0M | $324.88 |
| 2024 Q1 | UNCHANGED | 18,128 | — | 0% | 2.14% | $6.6M | $356.09 |
| 2023 Q4 | REDUCED | 18,128 | -500 | -2.7% | 1.91% | $5.4M | $286.00 |
| 2023 Q3 | ADDED | 18,628 | +500 | +2.8% | 1.97% | $5.0M | $262.72 |
As of 2025 Q4 — sorted by position size