Ever Source Wealth Advisors, LLC Caterpillar Inc Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,413 shares of CAT stock, worth $1.88 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,413
Previous 3,470 1.64%
Holding current value
$1.88 Million
Previous $1.35 Million 20.86%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 10, 2025
SELL
$390.92 - $477.15 $22,282 - $27,197
-57 Reduced 1.64%
3,413 $1.63 Million
Q2 2025

Aug 13, 2025
SELL
$273.94 - $388.21 $321,605 - $455,758
-1,174 Reduced 25.28%
3,470 $1.35 Million
Q1 2025

May 13, 2025
BUY
$326.75 - $407.63 $114,362 - $142,670
350 Added 8.15%
4,644 $1.53 Million
Q4 2024

Feb 07, 2025
BUY
$360.37 - $416.88 $165,049 - $190,931
458 Added 11.94%
4,294 $1.56 Million
Q3 2024

Nov 08, 2024
SELL
$316.8 - $391.12 $41,500 - $51,236
-131 Reduced 3.3%
3,836 $1.5 Million
Q2 2024

Aug 13, 2024
SELL
$321.47 - $379.3 $30,861 - $36,412
-96 Reduced 2.36%
3,967 $1.32 Million
Q1 2024

Jun 11, 2024
BUY
$278.63 - $366.43 $472,556 - $621,465
1,696 Added 71.65%
4,063 $1.49 Million
Q4 2023

Feb 09, 2024
SELL
$226.05 - $298.12 $4,521 - $5,962
-20 Reduced 0.84%
2,367 $699,000
Q3 2023

Nov 03, 2023
SELL
$240.58 - $288.65 $4,571 - $5,484
-19 Reduced 0.79%
2,387 $651,000
Q2 2023

Aug 04, 2023
SELL
$205.75 - $247.67 $71,189 - $85,693
-346 Reduced 12.57%
2,406 $591,000
Q1 2023

May 11, 2023
BUY
$215.01 - $264.54 $178,458 - $219,568
830 Added 43.18%
2,752 $629,000
Q4 2022

Feb 09, 2023
BUY
$171.23 - $243.14 $40,410 - $57,381
236 Added 14.0%
1,922 $460,000
Q3 2022

Nov 07, 2022
BUY
$162.44 - $198.25 $54,092 - $66,017
333 Added 24.61%
1,686 $278,000
Q2 2022

Aug 01, 2022
SELL
$178.67 - $235.08 $4,466 - $5,877
-25 Reduced 1.81%
1,353 $243,000
Q1 2022

May 25, 2022
BUY
$182.83 - $229.87 $152,480 - $191,711
834 Added 153.31%
1,378 $307,000
Q4 2021

Feb 07, 2022
BUY
$188.94 - $214.25 $102,783 - $116,552
544 New
544 $113,000

Others Institutions Holding CAT

# of Institutions
3,631
Shares Held
337M
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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