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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Aries Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
17,525
Value
$18.7M
% of portfolio
3.7%
Quarters held
21
Since Q1 2021
Holdings of CAT by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,525$18.7M3.7%−65−0.4%ReducedHolders
Q1 202617,590$12.5M2.7%−163−0.9%ReducedHolders
Q4 202517,753$10.2M2.3%−222−1.2%ReducedHolders
Q3 202517,975$8.58M2.0%+83+0.5%AddedHolders
Q2 202517,892$6.95M1.8%−100−0.6%ReducedHolders
Q1 202517,992$5.93M1.6%00.0%UnchangedHolders
Q4 202417,992$6.53M1.8%00.0%UnchangedHolders
Q3 202417,992$7.04M1.9%−100−0.6%ReducedHolders
Q2 202418,092$6.03M1.9%−36−0.2%ReducedHolders
Q1 202418,128$6.64M2.1%00.0%UnchangedHolders
Q4 202318,128$5.36M1.9%−500−2.7%ReducedHolders
Q3 202318,628$5.04M2.0%+500+2.8%AddedHolders
Q2 202318,128$4.46M1.7%00.0%UnchangedHolders
Q1 202318,128$4.15M1.7%+100+0.6%AddedHolders
Q4 202218,028$4.32M1.9%00.0%UnchangedHolders
Q3 202218,028$3.90M1.7%−72−0.4%ReducedHolders
Q2 202218,100$3.24M1.5%+18,100NewHolders
Q1 20220$00.0%−18,294−100.0%Sold outHolders
Q4 202118,294$3.78M1.4%00.0%UnchangedHolders
Q3 202118,294$3.51M1.5%00.0%UnchangedHolders
Q2 202118,294$3.98M1.7%−270−1.5%ReducedHolders
Q1 202118,564$4.32M1.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.