A detailed history of Impact Partnership Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 627 shares of CAT stock, worth $346,135. This represents 0.04% of its overall portfolio holdings.

Number of Shares
627
Previous 516 21.51%
Holding current value
$346,135
Previous $200 Million 49.35%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$390.92 - $477.15 $43,392 - $52,963
111 Added 21.51%
627 $299 Million
Q2 2025

Aug 04, 2025

BUY
$273.94 - $388.21 $141,353 - $200,316
516 New
516 $200 Million
Q2 2024

Aug 02, 2024

BUY
$321.47 - $379.3 $560,000 - $660,740
1,742 Added 434.41%
2,143 $714 Million
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $357,482 - $470,129
-1,283 Reduced 76.19%
401 $147 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $236,448 - $311,833
1,046 Added 163.95%
1,684 $498 Million
Q3 2023

Oct 17, 2023

BUY
$240.58 - $288.65 $81,075 - $97,275
337 Added 111.96%
638 $174 Million
Q2 2023

Jul 17, 2023

BUY
$205.75 - $247.67 $61,930 - $74,548
301 New
301 $74.1 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • 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...
More about CAT
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