Balboa Wealth Partners Caterpillar Inc Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Caterpillar Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 1,055 shares of CAT stock, worth $582,412. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,055

Previous 1,085 2.76%

Holding current value

$582,412

Previous $421,000 19.48%

% of portfolio

0.09%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$390.92 - $477.15 $11,727 - $14,314	-30 Reduced 2.76%	1,055 $503,000
Q2 2025 Jul 29, 2025	SELL	$273.94 - $388.21 $95,605 - $135,485	-349 Reduced 24.34%	1,085 $421,000
Q1 2025 Apr 23, 2025	BUY	$326.75 - $407.63 $61,429 - $76,634	188 Added 15.09%	1,434 $472,000
Q4 2024 Feb 10, 2025	BUY	$360.37 - $416.88 $97,660 - $112,974	271 Added 27.79%	1,246 $451,000
Q3 2024 Nov 06, 2024	SELL	$316.8 - $391.12 $9,820 - $12,124	-31 Reduced 3.08%	975 $381,000

Q2 2024 Aug 13, 2024	BUY	$321.47 - $379.3 $56,257 - $66,377	175 Added 21.06%	1,006 $335,000
Q1 2024 May 13, 2024	BUY	$278.63 - $366.43 $231,541 - $304,503	831 New	831 $304,000
Q2 2023 Aug 08, 2023	SELL	$205.75 - $247.67 $96,702 - $116,404	-470 Reduced 34.28%	901 $221,000
Q1 2023 May 11, 2023	SELL	$215.01 - $264.54 $58,267 - $71,690	-271 Reduced 16.5%	1,371 $313,000
Q4 2022 Feb 14, 2023	BUY	$171.23 - $243.14 $61,814 - $87,773	361 Added 28.18%	1,642 $393,000
Q3 2022 Jan 04, 2023	BUY	$162.44 - $198.25 $208,085 - $253,958	1,281 New	1,281 $210,000

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

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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Balboa Wealth Partners Caterpillar Inc Transaction History