Abacus Wealth Partners, LLC Caterpillar Inc Transaction History

Abacus Wealth Partners, LLC

  • $695 Billion
  • Q3 2025

A detailed history of Abacus Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Abacus Wealth Partners, LLC holds 877 shares of CAT stock, worth $484,147. This represents 0.06% of its overall portfolio holdings.

Number of Shares
877
Previous 1,728 49.25%
Holding current value
$484,147
Previous $671 Million 37.62%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Nov 12, 2025
SELL
$390.92 - $477.15 $332,672 - $406,054
-851 Reduced 49.25%
877 $418 Million
Q2 2025

Jul 14, 2025
BUY
$273.94 - $388.21 $12,875 - $18,245
47 Added 2.8%
1,728 $671 Million
Q1 2025

May 08, 2025
SELL
$326.75 - $407.63 $20,585 - $25,680
-63 Reduced 3.61%
1,681 $554 Million
Q3 2024

Oct 03, 2024
SELL
$316.8 - $391.12 $2,534 - $3,128
-8 Reduced 0.46%
1,744 $682 Million
Q2 2024

Jul 11, 2024
BUY
$321.47 - $379.3 $3,214 - $3,793
10 Added 0.57%
1,752 $584 Million
Q1 2024

Apr 10, 2024
BUY
$278.63 - $366.43 $90,833 - $119,456
326 Added 23.02%
1,742 $638 Million
Q4 2023

Feb 07, 2024
SELL
$226.05 - $298.12 $21,700 - $28,619
-96 Reduced 6.35%
1,416 $419 Million
Q1 2023

May 19, 2023
BUY
$215.01 - $264.54 $325,095 - $399,984
1,512 New
1,512 $325 Million
Q4 2022

May 31, 2023
SELL
$171.23 - $243.14 $16,438 - $23,341
-96 Reduced 6.35%
1,416 $339 Million
Q3 2022

May 31, 2023
SELL
$162.44 - $198.25 $27,777 - $33,900
-171 Reduced 10.78%
1,416 $232 Million
Q2 2022

May 31, 2023
SELL
$178.67 - $235.08 $18,403 - $24,213
-103 Reduced 6.09%
1,587 $284 Million
Q1 2022

May 31, 2023
SELL
$182.83 - $229.87 $33,275 - $41,836
-182 Reduced 9.72%
1,690 $377 Million
Q4 2021

May 31, 2023
BUY
$188.94 - $214.25 $68,018 - $77,130
360 Added 23.81%
1,872 $387 Million
Q3 2021

May 31, 2023
BUY
$189.84 - $221.66 $48,219 - $56,301
254 Added 12.6%
2,270 $436 Million
Q2 2021

May 31, 2023
BUY
$208.86 - $244.79 $105,265 - $123,374
504 Added 33.33%
2,016 $439 Million
Q1 2021

May 31, 2023
BUY
$180.63 - $233.63 $91,037 - $117,749
504 Added 33.33%
2,016 $467 Million

Others Institutions Holding CAT

# of Institutions
3,616
Shares Held
337M
Call Options Held
7.64M
Put Options Held
7.64M
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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