Montz Harcus Wealth Management LLC Caterpillar Inc Transaction History

Montz Harcus Wealth Management LLC

$226 Million
Q3 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,101 shares of CAT stock, worth $1.16 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

2,101

Previous 1,980 6.11%

Holding current value

$1.16 Million

Previous $768,000 30.47%

% of portfolio

0.44%

Previous 0.38%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$390.92 - $477.15 $47,301 - $57,735	121 Added 6.11%	2,101 $1 Million
Q2 2025 Jul 21, 2025	BUY	$273.94 - $388.21 $50,131 - $71,042	183 Added 10.18%	1,980 $768,000
Q1 2025 Apr 21, 2025	BUY	$326.75 - $407.63 $2,287 - $2,853	7 Added 0.39%	1,797 $592,000
Q4 2024 Jan 29, 2025	SELL	$360.37 - $416.88 $12,252 - $14,173	-34 Reduced 1.86%	1,790 $649,000
Q3 2024 Oct 24, 2024	SELL	$316.8 - $391.12 $16,156 - $19,947	-51 Reduced 2.72%	1,824 $713,000

Q2 2024 Jul 19, 2024	BUY	$321.47 - $379.3 $1,928 - $2,275	6 Added 0.32%	1,875 $624,000
Q1 2024 May 07, 2024	BUY	$278.63 - $366.43 $2,507 - $3,297	9 Added 0.48%	1,869 $684,000
Q4 2023 Jan 22, 2024	BUY	$226.05 - $298.12 $2,034 - $2,683	9 Added 0.49%	1,860 $549,000
Q3 2023 Nov 14, 2023	BUY	$240.58 - $288.65 $1,924 - $2,309	8 Added 0.43%	1,851 $505,000
Q2 2023 Jul 21, 2023	BUY	$205.75 - $247.67 $2,057 - $2,476	10 Added 0.55%	1,843 $453,000
Q1 2023 Apr 25, 2023	BUY	$215.01 - $264.54 $1,935 - $2,380	9 Added 0.49%	1,833 $419,000
Q4 2022 Jan 20, 2023	BUY	$171.23 - $243.14 $8,561 - $12,157	50 Added 2.82%	1,824 $0
Q3 2022 Nov 02, 2022	BUY	$162.44 - $198.25 $24,690 - $30,134	152 Added 9.37%	1,774 $291,000
Q2 2022 Jul 18, 2022	BUY	$178.67 - $235.08 $1,608 - $2,115	9 Added 0.56%	1,622 $290,000
Q1 2022 May 05, 2022	BUY	$182.83 - $229.87 $97,448 - $122,520	533 Added 49.35%	1,613 $359,000
Q4 2021 Mar 24, 2022	BUY	$188.94 - $214.25 $204,055 - $231,390	1,080 New	1,080 $223,000

Others Institutions Holding CAT

# of Institutions

3,618

Shares Held

338M

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...

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Montz Harcus Wealth Management LLC Caterpillar Inc Transaction History