A detailed history of Meridian Financial Partners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Meridian Financial Partners LLC holds 1,204 shares of CAT stock, worth $664,668. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,204
Previous 1,194 0.84%
Holding current value
$664,668
Previous $464,000 23.71%
% of portfolio
0.24%
Previous 0.22%

Shares

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

Oct 20, 2025

BUY
$390.92 - $477.15 $3,909 - $4,771
10 Added 0.84%
1,204 $574,000
Q1 2025

Apr 14, 2025

BUY
$326.75 - $407.63 $65,350 - $81,526
200 Added 20.12%
1,194 $394,000
Q3 2024

Oct 17, 2024

SELL
$316.8 - $391.12 $4,435 - $5,475
-14 Reduced 1.39%
994 $389,000
Q2 2024

Jul 19, 2024

BUY
$321.47 - $379.3 $324,041 - $382,334
1,008 New
1,008 $359,000
Q2 2023

Jul 24, 2023

BUY
$205.75 - $247.67 $227,559 - $273,923
1,106 New
1,106 $289,000
Q2 2022

Jul 29, 2022

BUY
$178.67 - $235.08 $712,893 - $937,969
3,990 New
3,990 $739,000
Q1 2022

May 02, 2022

SELL
$182.83 - $229.87 $615,588 - $773,972
-3,367 Closed
0 $0
Q4 2021

Jan 27, 2022

BUY
$188.94 - $214.25 $341,414 - $387,149
1,807 Added 115.83%
3,367 $746,000
Q3 2021

Oct 25, 2021

BUY
$189.84 - $221.66 $296,150 - $345,789
1,560 New
1,560 $295,000

Others Institutions Holding CAT

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
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