Wealth Quarterback LLC Caterpillar Inc Transaction History

Wealth Quarterback LLC

$265 Million
Q4 2025

A detailed history of Wealth Quarterback LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Quarterback LLC holds 1,715 shares of CAT stock, worth $946,765. This represents 0.36% of its overall portfolio holdings.

Number of Shares

1,715

Previous 1,708 0.41%

Holding current value

$946,765

Previous $814,000 16.22%

% of portfolio

0.36%

Previous 0.34%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$480.82 - $585.49 $3,365 - $4,098	7 Added 0.41%	1,715 $946,000
Q3 2025 Oct 20, 2025	BUY	$390.92 - $477.15 $1,172 - $1,431	3 Added 0.18%	1,708 $814,000
Q2 2025 Aug 07, 2025	SELL	$273.94 - $388.21 $14,518 - $20,575	-53 Reduced 3.01%	1,705 $661,000
Q1 2025 May 05, 2025	SELL	$326.75 - $407.63 $398,635 - $497,308	-1,220 Reduced 40.97%	1,758 $579,000
Q4 2024 Jan 31, 2025	BUY	$360.37 - $416.88 $6,486 - $7,503	18 Added 0.61%	2,978 $1.08 Million

Q3 2024 Nov 01, 2024	SELL	$316.8 - $391.12 $72,547 - $89,566	-229 Reduced 7.18%	2,960 $1.16 Million
Q2 2024 Jul 22, 2024	SELL	$321.47 - $379.3 $62,043 - $73,204	-193 Reduced 5.71%	3,189 $1.06 Million
Q1 2024 May 09, 2024	SELL	$278.63 - $366.43 $37,893 - $49,834	-136 Reduced 3.87%	3,382 $1.24 Million
Q4 2023 Feb 13, 2024	BUY	$226.05 - $298.12 $370,043 - $488,022	1,637 Added 87.03%	3,518 $1.04 Million
Q3 2023 Nov 13, 2023	SELL	$240.58 - $288.65 $4,811 - $5,773	-20 Reduced 1.05%	1,881 $513,000
Q2 2023 Aug 10, 2023	BUY	$205.75 - $247.67 $3,086 - $3,715	15 Added 0.8%	1,901 $467,000
Q1 2023 May 12, 2023	SELL	$215.01 - $264.54 $25,371 - $31,215	-118 Reduced 5.89%	1,886 $431,000
Q4 2022 Feb 10, 2023	BUY	$171.23 - $243.14 $56,334 - $79,993	329 Added 19.64%	2,004 $480,000
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $7,472 - $9,119	46 Added 2.82%	1,675 $275,000
Q2 2022 Aug 15, 2022	BUY	$178.67 - $235.08 $5,717 - $7,522	32 Added 2.0%	1,629 $291,000
Q3 2021 Nov 17, 2021	BUY	$189.84 - $221.66 $1,328 - $1,551	7 Added 0.44%	1,597 $307,000
Q2 2021 Aug 11, 2021	SELL	$208.86 - $244.79 $11,696 - $13,708	-56 Reduced 3.4%	1,590 $347,000
Q4 2020 Feb 17, 2021	SELL	$146.71 - $182.21 $29,195 - $36,259	-199 Reduced 10.79%	1,646 $300,000
Q2 2020 Aug 17, 2020	SELL	$104.48 - $137.72 $58,613 - $77,260	-561 Reduced 23.32%	1,845 $233,000
Q1 2020 May 14, 2020	SELL	$91.85 - $150.53 $1.17 Million - $1.93 Million	-12,792 Reduced 84.17%	2,406 $279,000
Q4 2019 Feb 27, 2020	SELL	$117.97 - $148.5 $17.6 Billion - $22.1 Billion	-149,107,903 Reduced 99.99%	15,198 $2.24 Million
Q4 2019 Feb 18, 2020	BUY	$117.97 - $148.5 $17.6 Billion - $22.1 Billion	149,121,478 Added 9188015.0%	149,123,101 $22 Billion
Q1 1987 May 17, 2022	BUY	N/A	1,623	1,623 $0

Others Institutions Holding CAT

# of Institutions

3,721

Shares Held

337M

Call Options Held

7.29M

Put Options Held

7.32M

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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Wealth Quarterback LLC Caterpillar Inc Transaction History