Palumbo Wealth Management LLC Caterpillar Inc Transaction History

Palumbo Wealth Management LLC

  • $370 Million
  • Q3 2025

A detailed history of Palumbo Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,665 shares of CAT stock, worth $1.47 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,665
Previous 2,617 1.83%
Holding current value
$1.47 Million
Previous $1.02 Million 25.22%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Nov 10, 2025
BUY
$390.92 - $477.15 $18,764 - $22,903
48 Added 1.83%
2,665 $1.27 Million
Q2 2025

Jul 15, 2025
BUY
$273.94 - $388.21 $547 - $776
2 Added 0.08%
2,617 $1.02 Million
Q1 2025

Apr 22, 2025
BUY
$326.75 - $407.63 $19,931 - $24,865
61 Added 2.39%
2,615 $862,000
Q4 2024

Jan 30, 2025
SELL
$360.37 - $416.88 $1,081 - $1,250
-3 Reduced 0.12%
2,554 $926,000
Q3 2024

Oct 28, 2024
SELL
$316.8 - $391.12 $6,969 - $8,604
-22 Reduced 0.85%
2,557 $1 Million
Q2 2024

Aug 02, 2024
BUY
$321.47 - $379.3 $2,893 - $3,413
9 Added 0.35%
2,579 $859,000
Q1 2024

Apr 15, 2024
SELL
$278.63 - $366.43 $16,996 - $22,352
-61 Reduced 2.32%
2,570 $941,000
Q4 2023

Jan 22, 2024
SELL
$226.05 - $298.12 $2,260 - $2,981
-10 Reduced 0.38%
2,631 $777,000
Q3 2023

Oct 16, 2023
SELL
$240.58 - $288.65 $481 - $577
-2 Reduced 0.08%
2,641 $720,000
Q2 2023

Jul 26, 2023
SELL
$205.75 - $247.67 $752,427 - $905,729
-3,657 Reduced 58.05%
2,643 $650,000
Q1 2023

May 04, 2023
BUY
$215.01 - $264.54 $38,056 - $46,823
177 Added 2.89%
6,300 $1.44 Million
Q4 2022

Feb 13, 2023
BUY
$171.23 - $243.14 $25,684 - $36,471
150 Added 2.51%
6,123 $1.47 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $24,690 - $30,134
152 Added 2.61%
5,973 $980,000
Q2 2022

Aug 12, 2022
BUY
$178.67 - $235.08 $5,896 - $7,757
33 Added 0.57%
5,821 $1.04 Million
Q1 2022

May 10, 2022
BUY
$182.83 - $229.87 $14,626 - $18,389
80 Added 1.4%
5,788 $1.29 Million
Q4 2021

Feb 16, 2022
BUY
$188.94 - $214.25 $63,105 - $71,559
334 Added 6.22%
5,708 $1.18 Million
Q3 2021

Nov 12, 2021
SELL
$189.84 - $221.66 $110,486 - $129,006
-582 Reduced 9.77%
5,374 $1.03 Million
Q2 2021

Aug 16, 2021
BUY
$208.86 - $244.79 $42,398 - $49,692
203 Added 3.53%
5,956 $1.3 Million
Q1 2021

May 17, 2021
BUY
$180.63 - $233.63 $47,505 - $61,444
263 Added 4.79%
5,753 $1.33 Million
Q4 2020

May 17, 2021
BUY
$146.71 - $182.21 $805,437 - $1 Million
5,490 New
5,490 $999,000

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

CAT Quotes by TradingView
  • 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

Track Palumbo Wealth Management LLC Portfolio

Follow Palumbo Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email