Leo Wealth, LLC Caterpillar Inc Transaction History

Leo Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$273.94 - $388.21 $355,848 - $504,284	1,299 New	1,299 $504 Million
Q4 2024 Jan 27, 2025	SELL	$360.37 - $416.88 $34,955 - $40,437	-97 Reduced 6.98%	1,293 $469 Million
Q3 2024 Oct 21, 2024	SELL	$316.8 - $391.12 $70,646 - $87,219	-223 Reduced 13.83%	1,390 $544 Million
Q2 2024 Jul 17, 2024	SELL	$321.47 - $379.3 $660,942 - $779,840	-2,056 Reduced 56.04%	1,613 $532 Million
Q1 2024 May 09, 2024	BUY	$278.63 - $366.43 $6,408 - $8,427	23 Added 0.63%	3,669 $1.34 Billion

Q4 2023 Mar 14, 2024	BUY	$226.05 - $298.12 $824,178 - $1.09 Million	3,646 New	3,646 $1.21 Billion

3,631

337M

7.41M

7.35M

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $291B
Description
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...

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