Activest Wealth Management Caterpillar Inc Transaction History

Activest Wealth Management

  • $479 Million
  • Q3 2025

A detailed history of Activest Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Activest Wealth Management holds 177 shares of CAT stock, worth $97,712. This represents 0.02% of its overall portfolio holdings.

Number of Shares
177
Previous 126 40.48%
Holding current value
$97,712
Previous $48,000 75.0%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$390.92 - $477.15 $19,936 - $24,334
51 Added 40.48%
177 $84,000
Q2 2025

Jul 29, 2025
BUY
$273.94 - $388.21 $29,037 - $41,150
106 Added 530.0%
126 $48,000
Q1 2025

May 15, 2025
BUY
$326.75 - $407.63 $5,881 - $7,337
18 Added 900.0%
20 $6,000
Q4 2024

Jan 28, 2025
BUY
$360.37 - $416.88 $720 - $833
2 New
2 $0
Q2 2024

Jul 30, 2024
BUY
$321.47 - $379.3 $0 - $0
0 New
0 $0
Q3 2023

Oct 10, 2023
BUY
$240.58 - $288.65 $0 - $0
0 New
0 $0
Q1 2023

Apr 18, 2023
BUY
$215.01 - $264.54 $4,085 - $5,026
19 New
19 $4,000
Q3 2022

Oct 13, 2022
SELL
$162.44 - $198.25 $3,086 - $3,766
-19 Closed
0 $0
Q4 2021

Jan 13, 2022
SELL
$188.94 - $214.25 $2,078 - $2,356
-11 Reduced 36.67%
19 $4,000
Q3 2021

Oct 12, 2021
SELL
$189.84 - $221.66 $6,264 - $7,314
-33 Reduced 52.38%
30 $6,000
Q2 2021

Sep 20, 2021
SELL
$208.86 - $244.79 $6,265 - $7,343
-30 Reduced 32.26%
63 $14,000
Q1 2021

Sep 20, 2021
BUY
$180.63 - $233.63 $16,798 - $21,727
93 New
93 $21,000

Others Institutions Holding CAT

# of Institutions
3,618
Shares Held
338M
Call Options Held
7.41M
Put Options Held
7.35M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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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