Liberty Wealth Management LLC Caterpillar Inc Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,442 shares of CAT stock, worth $796,056. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,442

Previous 1,420 1.55%

Holding current value

$796,056

Previous $551,000 24.86%

% of portfolio

0.1%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$390.92 - $477.15 $8,600 - $10,497	22 Added 1.55%	1,442 $688,000
Q2 2025 Aug 01, 2025	BUY	$273.94 - $388.21 $134,504 - $190,611	491 Added 52.85%	1,420 $551,000
Q1 2025 May 12, 2025	SELL	$326.75 - $407.63 $16.6 Million - $20.7 Million	-50,702 Reduced 98.2%	929 $306,000
Q1 2025 May 08, 2025	BUY	$326.75 - $407.63 $16.6 Million - $20.7 Million	50,737 Added 5675.28%	51,631 $17 Million
Q4 2024 Feb 07, 2025	SELL	$360.37 - $416.88 $72,434 - $83,792	-201 Reduced 18.36%	894 $324,000

Q3 2024 Nov 01, 2024	SELL	$316.8 - $391.12 $6.11 Million - $7.55 Million	-19,299 Reduced 94.63%	1,095 $428,000
Q2 2024 Aug 06, 2024	BUY	$321.47 - $379.3 $6.18 Million - $7.29 Million	19,222 Added 1640.1%	20,394 $346,000
Q1 2024 May 02, 2024	SELL	$278.63 - $366.43 $15,046 - $19,787	-54 Reduced 4.4%	1,172 $429,000
Q4 2023 Feb 08, 2024	BUY	$226.05 - $298.12 $19,440 - $25,638	86 Added 7.54%	1,226 $362,000
Q3 2023 Nov 13, 2023	SELL	$240.58 - $288.65 $7,698 - $9,236	-32 Reduced 2.73%	1,140 $311,000
Q2 2023 Aug 10, 2023	SELL	$205.75 - $247.67 $42,384 - $51,020	-206 Reduced 14.95%	1,172 $288,000
Q1 2023 May 03, 2023	BUY	$215.01 - $264.54 $296,283 - $364,536	1,378 New	1,378 $315,000
Q4 2021 Feb 15, 2022	SELL	$188.94 - $214.25 $74,820 - $84,843	-396 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$189.84 - $221.66 $2,278 - $2,659	-12 Reduced 2.94%	396 $77,000
Q2 2021 Aug 13, 2021	SELL	$208.86 - $244.79 $18.5 Million - $21.7 Million	-88,449 Reduced 99.54%	408 $89,000
Q2 2021 Aug 13, 2021	BUY	$208.86 - $244.79 $18.5 Million - $21.7 Million	88,497 Added 24582.5%	88,857 $408,000
Q4 2020 Feb 09, 2021	BUY	$146.71 - $182.21 $8,949 - $11,114	61 Added 20.4%	360 $66,000
Q2 2020 Aug 04, 2020	BUY	$104.48 - $137.72 $104 - $137	1 Added 0.34%	299 $38,000
Q1 2020 Apr 27, 2020	BUY	$91.85 - $150.53 $91 - $150	1 Added 0.34%	298 $35,000
Q4 2019 Feb 05, 2020	BUY	$117.97 - $148.5 $117 - $148	1 Added 0.34%	297 $44,000
Q3 2019 Oct 30, 2019	SELL	$113.38 - $139.64 $20,521 - $25,274	-181 Reduced 37.95%	296 $38,000
Q2 2019 Jul 30, 2019	SELL	$119.81 - $143.36 $7,068 - $8,458	-59 Reduced 11.01%	477 $65,000
Q1 2019 Apr 18, 2019	BUY	$121.51 - $141.41 $1,215 - $1,414	10 Added 1.9%	536 $72,000
Q4 2018 Mar 26, 2019	BUY	$112.34 - $158.22 $59,090 - $83,223	526 New	526 $66,000

Others Institutions Holding CAT

# of Institutions

3,659

Shares Held

337M

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...

More about CAT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Caterpillar Inc Transaction History