Meridian Wealth Management, LLC Caterpillar Inc Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 37,697 shares of CAT stock, worth $13.9 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
37,697
Holding current value
$13.9 Million
% of portfolio
0.74%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$316.8 - $391.12 $11.9 Million - $14.7 Million
37,697 New
37,697 $14.7 Million
Q1 2024

Apr 25, 2024
BUY
$278.63 - $366.43 $702,426 - $923,770
2,521 Added 7.27%
37,201 $13.6 Million
Q4 2023

Feb 08, 2024
SELL
$226.05 - $298.12 $2.5 Million - $3.3 Million
-11,072 Reduced 24.2%
34,680 $10.3 Million
Q3 2023

Oct 17, 2023
BUY
$240.58 - $288.65 $5.41 Million - $6.49 Million
22,476 Added 96.56%
45,752 $12.5 Million
Q2 2023

Aug 02, 2023
BUY
$205.75 - $247.67 $280,848 - $338,069
1,365 Added 6.23%
23,276 $5.73 Million
Q1 2023

May 12, 2023
SELL
$215.01 - $264.54 $53,537 - $65,870
-249 Reduced 1.12%
21,911 $5.01 Million
Q4 2022

Feb 13, 2023
SELL
$171.23 - $243.14 $191,435 - $271,830
-1,118 Reduced 4.8%
22,160 $5.31 Million
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $19,167 - $23,393
-118 Reduced 0.5%
23,278 $3.82 Million
Q2 2022

Aug 05, 2022
BUY
$178.67 - $235.08 $204,934 - $269,636
1,147 Added 5.16%
23,396 $4.18 Million
Q1 2022

May 12, 2022
BUY
$182.83 - $229.87 $116,097 - $145,967
635 Added 2.94%
22,249 $4.96 Million
Q4 2021

Jan 27, 2022
BUY
$188.94 - $214.25 $140,571 - $159,402
744 Added 3.56%
21,614 $4.47 Million
Q3 2021

Oct 15, 2021
BUY
$189.84 - $221.66 $305,452 - $356,650
1,609 Added 8.35%
20,870 $4.01 Million
Q2 2021

Jul 22, 2021
BUY
$208.86 - $244.79 $530,295 - $621,521
2,539 Added 15.18%
19,261 $4.19 Million
Q1 2021

May 07, 2021
SELL
$180.63 - $233.63 $72,071 - $93,218
-399 Reduced 2.33%
16,722 $3.88 Million
Q4 2020

Jan 19, 2021
BUY
$146.71 - $182.21 $165,635 - $205,715
1,129 Added 7.06%
17,121 $3.12 Million
Q3 2020

Oct 09, 2020
BUY
$125.73 - $153.87 $114,162 - $139,713
908 Added 6.02%
15,992 $2.39 Million
Q2 2020

Jul 15, 2020
BUY
$104.48 - $137.72 $344,261 - $453,787
3,295 Added 27.95%
15,084 $1.91 Million
Q1 2020

Apr 16, 2020
BUY
$91.85 - $150.53 $1.08 Million - $1.77 Million
11,789 New
11,789 $1.37 Million
Q4 2019

Jan 09, 2020
SELL
$117.97 - $148.5 $295,278 - $371,695
-2,503 Closed
0 $0
Q3 2019

Nov 08, 2019
BUY
$113.38 - $139.64 $141,838 - $174,689
1,251 Added 99.92%
2,503 $316,000
Q2 2019

Jul 19, 2019
BUY
$119.81 - $143.36 $239 - $286
2 Added 0.16%
1,252 $1.71 Million
Q1 2019

May 15, 2019
BUY
$121.51 - $141.41 $151,887 - $176,762
1,250 New
1,250 $1.69 Million
Q4 2018

Feb 05, 2019
SELL
$112.34 - $158.22 $425,206 - $598,862
-3,785 Closed
0 $0
Q3 2018

Oct 19, 2018
SELL
$132.02 - $156.38 $18,746 - $22,205
-142 Reduced 3.62%
3,785 $577,000
Q2 2018

Aug 06, 2018
SELL
$134.61 - $158.92 $2.77 Million - $3.27 Million
-20,559 Reduced 83.96%
3,927 $533,000
Q1 2018

May 08, 2018
BUY
$144.29 - $170.89 $2.55 Million - $3.02 Million
17,663 Added 258.87%
24,486 $3.61 Million
Q4 2017

Jan 30, 2018
BUY
$124.72 - $158.42 $2,369 - $3,009
19 Added 0.28%
6,823 $873,000
Q3 2017

Oct 31, 2017
BUY
$112.85 - $125.23 $767,831 - $852,064
6,804
6,804 $848,000

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
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 $194B
  • 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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