A detailed history of Strategies Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 1,642 shares of CAT stock, worth $906,466. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,642
Previous 874 87.87%
Holding current value
$906,466
Previous $339 Million 131.01%
% of portfolio
0.08%
Previous 0.04%

Shares

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

Nov 12, 2025

BUY
$390.92 - $477.15 $300,226 - $366,451
768 Added 87.87%
1,642 $784 Million
Q2 2025

Aug 08, 2025

SELL
$273.94 - $388.21 $2,191 - $3,105
-8 Reduced 0.91%
874 $339 Million
Q1 2025

May 14, 2025

BUY
$326.75 - $407.63 $288,193 - $359,529
882 New
882 $291 Million

Others Institutions Holding CAT

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...
More about CAT
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