Regent Peak Wealth Advisors LLC Caterpillar Inc Transaction History

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,597 shares of CAT stock, worth $881,623. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,558 2.5%
Holding current value
$881,623
Previous $743,000 18.57%
% of portfolio
0.17%
Previous 0.15%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$480.82 - $585.49 $18,751 - $22,834
39 Added 2.5%
1,597 $881,000
Q3 2025

Oct 16, 2025
BUY
$390.92 - $477.15 $3,518 - $4,294
9 Added 0.58%
1,558 $743,000
Q1 2025

Apr 14, 2025
SELL
$326.75 - $407.63 $6,861 - $8,560
-21 Reduced 1.34%
1,549 $510,000
Q4 2024

Jan 07, 2025
BUY
$360.37 - $416.88 $6,126 - $7,086
17 Added 1.09%
1,570 $569,000
Q3 2024

Oct 16, 2024
SELL
$316.8 - $391.12 $6,969 - $8,604
-22 Reduced 1.4%
1,553 $607,000
Q2 2024

Aug 14, 2024
SELL
$321.47 - $379.3 $1,285 - $1,517
-4 Reduced 0.25%
1,575 $524,000
Q1 2024

May 01, 2024
BUY
$278.63 - $366.43 $3,064 - $4,030
11 Added 0.7%
1,579 $578,000
Q4 2023

Jan 23, 2024
BUY
$226.05 - $298.12 $1,582 - $2,086
7 Added 0.45%
1,568 $463,000
Q3 2023

Nov 03, 2023
BUY
$240.58 - $288.65 $10,344 - $12,411
43 Added 2.83%
1,561 $426,000
Q2 2023

Jul 19, 2023
SELL
$205.75 - $247.67 $14,402 - $17,336
-70 Reduced 4.41%
1,518 $373,000
Q1 2023

Apr 24, 2023
SELL
$215.01 - $264.54 $12,040 - $14,814
-56 Reduced 3.41%
1,588 $363,000
Q4 2022

Feb 08, 2023
BUY
$171.23 - $243.14 $2,054 - $2,917
12 Added 0.74%
1,644 $393,000
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $5,847 - $7,137
-36 Reduced 2.16%
1,632 $267,000
Q2 2022

Aug 11, 2022
BUY
$178.67 - $235.08 $4,288 - $5,641
24 Added 1.46%
1,668 $298,000
Q1 2022

May 03, 2022
BUY
$182.83 - $229.87 $10,421 - $13,102
57 Added 3.59%
1,644 $366,000
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $1,889 - $2,142
10 Added 0.63%
1,587 $328,000
Q3 2021

Nov 08, 2021
SELL
$189.84 - $221.66 $1,328 - $1,551
-7 Reduced 0.44%
1,577 $303,000
Q2 2021

Aug 16, 2021
BUY
$208.86 - $244.79 $24,645 - $28,885
118 Added 8.05%
1,584 $327,000
Q1 2021

Apr 28, 2021
BUY
$180.63 - $233.63 $9,934 - $12,849
55 Added 3.9%
1,466 $339,000
Q4 2020

Feb 12, 2021
BUY
$146.71 - $182.21 $5,868 - $7,288
40 Added 2.92%
1,411 $257,000
Q3 2020

Nov 04, 2020
BUY
$125.73 - $153.87 $172,375 - $210,955
1,371 New
1,371 $204,000

Others Institutions Holding CAT

# of Institutions
3,633
Shares Held
337M
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
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