Executive Wealth Management, LLC Caterpillar Inc Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Executive Wealth Management, LLC holds 2,162 shares of CAT stock, worth $763,877. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,162
Previous 2,174 0.55%
Holding current value
$763,877
Previous $850,000 7.76%
% of portfolio
0.07%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$360.37 - $416.88 $4,324 - $5,002
-12 Reduced 0.55%
2,162 $784,000
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $688,723 - $850,294
2,174 New
2,174 $850,000
Q1 2024

May 13, 2024
BUY
$278.63 - $366.43 $9,194 - $12,092
33 Added 1.38%
2,419 $886,000
Q4 2023

Jan 26, 2024
BUY
$226.05 - $298.12 $197,341 - $260,258
873 Added 57.7%
2,386 $705,000
Q3 2023

Nov 07, 2023
BUY
$240.58 - $288.65 $83,721 - $100,450
348 Added 29.87%
1,513 $413,000
Q2 2023

Aug 02, 2023
BUY
$205.75 - $247.67 $11,316 - $13,621
55 Added 4.95%
1,165 $286,000
Q1 2023

May 11, 2023
SELL
$215.01 - $264.54 $9,245 - $11,375
-43 Reduced 3.73%
1,110 $254,000
Q4 2022

Feb 13, 2023
BUY
$171.23 - $243.14 $197,428 - $280,340
1,153 New
1,153 $276,000
Q2 2022

Jul 26, 2022
BUY
$178.67 - $235.08 $2,322 - $3,056
13 Added 1.11%
1,184 $211,000
Q1 2022

Apr 13, 2022
BUY
$182.83 - $229.87 $2,559 - $3,218
14 Added 1.21%
1,171 $260,000
Q4 2021

Feb 03, 2022
BUY
$188.94 - $214.25 $2,267 - $2,571
12 Added 1.05%
1,157 $239,000
Q3 2021

Oct 27, 2021
SELL
$189.84 - $221.66 $379 - $443
-2 Reduced 0.17%
1,145 $219,000
Q2 2021

Jul 26, 2021
SELL
$208.86 - $244.79 $41,354 - $48,468
-198 Reduced 14.72%
1,147 $249,000
Q1 2021

May 03, 2021
BUY
$180.63 - $233.63 $42,809 - $55,370
237 Added 21.39%
1,345 $312,000
Q4 2020

Feb 04, 2021
SELL
$146.71 - $182.21 $81,570 - $101,308
-556 Reduced 33.41%
1,108 $201,000
Q3 2020

Oct 23, 2020
BUY
$125.73 - $153.87 $22,002 - $26,927
175 Added 11.75%
1,664 $248,000
Q3 2019

Oct 30, 2019
SELL
$113.38 - $139.64 $16,326 - $20,108
-144 Reduced 8.82%
1,489 $188,000
Q2 2019

Aug 01, 2019
BUY
$119.81 - $143.36 $96,566 - $115,548
806 Added 97.46%
1,633 $223,000
Q1 2019

May 02, 2019
SELL
$121.51 - $141.41 $18,834 - $21,918
-155 Reduced 15.78%
827 $112,000
Q4 2018

Feb 19, 2019
BUY
$112.34 - $158.22 $110,317 - $155,372
982 New
982 $125,000

Others Institutions Holding CAT

# of Institutions
3,262
Shares Held
340M
Call Options Held
5.76M
Put Options Held
7.97M
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 $187B
  • 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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