A detailed history of Bxm Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bxm Wealth LLC holds 40,985 shares of CAT stock, worth $22.6 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
40,985
Previous 854 4699.18%
Holding current value
$22.6 Million
Previous $407 Million 24.3%
% of portfolio
0.39%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
$480.82 - $585.49 $19.3 Million - $23.5 Million
40,131 Added 4699.18%
40,985 $506 Million
Q3 2025

Oct 28, 2025

SELL
$390.92 - $477.15 $7,818 - $9,543
-20 Reduced 2.29%
854 $407 Million
Q2 2025

Jul 29, 2025

BUY
$273.94 - $388.21 $11,779 - $16,693
43 Added 5.17%
874 $339 Million
Q1 2025

Apr 30, 2025

BUY
$326.75 - $407.63 $66,003 - $82,341
202 Added 32.11%
831 $272 Million
Q4 2024

Jan 30, 2025

BUY
$360.37 - $416.88 $226,672 - $262,217
629 New
629 $228 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
Track This Portfolio

Track Bxm Wealth LLC Portfolio

Follow Bxm Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bxm Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bxm Wealth LLC with notifications on news.