Paulson Wealth Management Inc. Caterpillar Inc Transaction History

Paulson Wealth Management Inc.

$409 Million
Q3 2025

A detailed history of Paulson Wealth Management Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 1,783 shares of CAT stock, worth $984,305. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,783

Previous 1,794 0.61%

Holding current value

$984,305

Previous $696,000 22.13%

% of portfolio

0.21%

Previous 0.19%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$390.92 - $477.15 $4,300 - $5,248	-11 Reduced 0.61%	1,783 $850,000
Q2 2025 Aug 06, 2025	SELL	$273.94 - $388.21 $22,737 - $32,221	-83 Reduced 4.42%	1,794 $696,000
Q1 2025 May 12, 2025	SELL	$326.75 - $407.63 $6,861 - $8,560	-21 Reduced 1.11%	1,877 $619,000
Q4 2024 Feb 13, 2025	SELL	$360.37 - $416.88 $75,317 - $87,127	-209 Reduced 9.92%	1,898 $688,000
Q3 2024 Nov 05, 2024	BUY	$316.8 - $391.12 $950 - $1,173	3 Added 0.14%	2,107 $824,000

Q2 2024 Jul 25, 2024	BUY	$321.47 - $379.3 $23,467 - $27,688	73 Added 3.59%	2,104 $700,000
Q1 2024 May 03, 2024	SELL	$278.63 - $366.43 $1,393 - $1,832	-5 Reduced 0.25%	2,031 $744,000
Q4 2023 Feb 13, 2024	SELL	$226.05 - $298.12 $123,197 - $162,475	-545 Reduced 21.12%	2,036 $601,000
Q3 2023 Nov 01, 2023	BUY	$240.58 - $288.65 $111,388 - $133,644	463 Added 21.86%	2,581 $704,000
Q2 2023 Aug 01, 2023	BUY	$205.75 - $247.67 $97,319 - $117,147	473 Added 28.75%	2,118 $521,000
Q1 2023 May 09, 2023	BUY	$215.01 - $264.54 $11,180 - $13,756	52 Added 3.26%	1,645 $376,000
Q4 2022 Jan 26, 2023	BUY	$171.23 - $243.14 $272,769 - $387,322	1,593 New	1,593 $0
Q1 2022 May 02, 2022	SELL	$182.83 - $229.87 $4,570 - $5,746	-25 Reduced 2.02%	1,215 $271,000
Q4 2021 Jan 28, 2022	BUY	$188.94 - $214.25 $8,502 - $9,641	45 Added 3.77%	1,240 $256,000
Q3 2021 Oct 22, 2021	BUY	$189.84 - $221.66 $37,778 - $44,110	199 Added 19.98%	1,195 $229,000
Q2 2021 Jul 26, 2021	BUY	$208.86 - $244.79 $208,024 - $243,810	996 New	996 $217,000
Q3 2020 Oct 14, 2020	SELL	$125.73 - $153.87 $280,503 - $343,283	-2,231 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	$104.48 - $137.72 $233,094 - $307,253	2,231 New	2,231 $282,000
Q4 2018 Jan 23, 2019	SELL	$112.34 - $158.22 $239,845 - $337,799	-2,135 Closed	0 $0
Q3 2018 Oct 26, 2018	SELL	$132.02 - $156.38 $2,904 - $3,440	-22 Reduced 1.02%	2,135 $254,000
Q2 2018 Aug 01, 2018	SELL	$134.61 - $158.92 $2,692 - $3,178	-20 Reduced 0.92%	2,157 $293,000
Q1 2018 May 02, 2018	BUY	$144.29 - $170.89 $25,539 - $30,247	177 Added 8.85%	2,177 $321,000
Q4 2017 Mar 01, 2018	BUY	$124.72 - $158.42 $249,440 - $316,840	2,000	2,000 $315,000

Others Institutions Holding CAT

# of Institutions

3,619

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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Paulson Wealth Management Inc. Caterpillar Inc Transaction History