Ae Wealth Management LLC Caterpillar Inc Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 18,801 shares of CAT stock, worth $6.54 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,801
Previous 25,173 25.31%
Holding current value
$6.54 Million
Previous $9.13 Million 32.1%
% of portfolio
0.06%
Previous 0.09%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$326.75 - $407.63 $2.08 Million - $2.6 Million
-6,372 Reduced 25.31%
18,801 $6.2 Million
Q4 2024

Feb 13, 2025
BUY
$360.37 - $416.88 $138,742 - $160,498
385 Added 1.55%
25,173 $9.13 Million
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $558,518 - $689,544
1,763 Added 7.66%
24,788 $9.7 Million
Q2 2024

Aug 12, 2024
BUY
$321.47 - $379.3 $1.48 Million - $1.74 Million
4,589 Added 24.89%
23,025 $7.67 Million
Q1 2024

May 15, 2024
SELL
$278.63 - $366.43 $23.8 Million - $31.2 Million
-85,264 Reduced 82.22%
18,436 $6.76 Million
Q4 2023

Feb 14, 2024
BUY
$226.05 - $298.12 $2.94 Million - $3.88 Million
12,999 Added 14.33%
103,700 $30.7 Million
Q3 2023

Oct 11, 2023
BUY
$240.58 - $288.65 $3.82 Million - $4.59 Million
15,893 Added 21.25%
90,701 $24.8 Million
Q2 2023

Jul 10, 2023
SELL
$205.75 - $247.67 $4.65 Million - $5.59 Million
-22,585 Reduced 23.19%
74,808 $18.4 Million
Q1 2023

Apr 14, 2023
SELL
$215.01 - $264.54 $2.49 Million - $3.07 Million
-11,595 Reduced 10.64%
97,393 $22.3 Million
Q4 2022

Jan 31, 2023
BUY
$171.23 - $243.14 $2.49 Million - $3.53 Million
14,524 Added 15.38%
108,988 $26.1 Million
Q3 2022

Oct 25, 2022
BUY
$162.44 - $198.25 $1.45 Million - $1.77 Million
8,933 Added 10.44%
94,464 $15.5 Million
Q2 2022

Aug 03, 2022
BUY
$178.67 - $235.08 $2.53 Million - $3.32 Million
14,133 Added 19.79%
85,531 $15.3 Million
Q1 2022

Apr 18, 2022
SELL
$182.83 - $229.87 $475,358 - $597,662
-2,600 Reduced 3.51%
71,398 $15.9 Million
Q4 2021

Jan 20, 2022
BUY
$188.94 - $214.25 $5.12 Million - $5.8 Million
27,079 Added 57.71%
73,998 $15.3 Million
Q3 2021

Nov 01, 2021
BUY
$189.84 - $221.66 $387,463 - $452,408
2,041 Added 4.55%
46,919 $9.01 Million
Q2 2021

Jul 21, 2021
BUY
$208.86 - $244.79 $110,695 - $129,738
530 Added 1.2%
44,878 $9.77 Million
Q1 2021

Apr 27, 2021
BUY
$180.63 - $233.63 $1.24 Million - $1.61 Million
6,875 Added 18.35%
44,348 $10.3 Million
Q4 2020

Feb 01, 2021
BUY
$146.71 - $182.21 $15,111 - $18,767
103 Added 0.28%
37,473 $6.82 Million
Q3 2020

Nov 06, 2020
SELL
$125.73 - $153.87 $695,538 - $851,208
-5,532 Reduced 12.89%
37,370 $5.57 Million
Q2 2020

Aug 05, 2020
SELL
$104.48 - $137.72 $981,171 - $1.29 Million
-9,391 Reduced 17.96%
42,902 $5.43 Million
Q1 2020

May 07, 2020
BUY
$91.85 - $150.53 $715,052 - $1.17 Million
7,785 Added 17.49%
52,293 $6.07 Million
Q4 2019

Jan 15, 2020
BUY
$117.97 - $148.5 $1.04 Million - $1.3 Million
8,777 Added 24.56%
44,508 $6.57 Million
Q3 2019

Nov 05, 2019
SELL
$113.38 - $139.64 $864,635 - $1.06 Million
-7,626 Reduced 17.59%
35,731 $4.51 Million
Q2 2019

Jul 22, 2019
BUY
$119.81 - $143.36 $2.45 Million - $2.93 Million
20,425 Added 89.07%
43,357 $5.91 Million
Q1 2019

May 14, 2019
BUY
$121.51 - $141.41 $542,785 - $631,678
4,467 Added 24.19%
22,932 $3.11 Million
Q4 2018

Feb 15, 2019
SELL
$112.34 - $158.22 $444,192 - $625,601
-3,954 Reduced 17.64%
18,465 $2.35 Million
Q3 2018

Nov 14, 2018
BUY
$132.02 - $156.38 $304,438 - $360,612
2,306 Added 11.47%
22,419 $3.42 Million
Q2 2018

Aug 15, 2018
BUY
$134.61 - $158.92 $900,675 - $1.06 Million
6,691 Added 49.85%
20,113 $2.73 Million
Q1 2018

May 14, 2018
BUY
$144.29 - $170.89 $518,145 - $613,665
3,591 Added 36.53%
13,422 $1.98 Million
Q4 2017

Feb 06, 2018
SELL
$124.72 - $158.42 $818,911 - $1.04 Million
-6,566 Reduced 40.04%
9,831 $1.55 Million
Q3 2017

Nov 08, 2017
SELL
$112.85 - $125.23 $220,734 - $244,949
-1,956 Reduced 10.66%
16,397 $2.05 Million
Q2 2017

Aug 14, 2017
BUY
N/A
18,353
18,353 $1.97 Million

Others Institutions Holding CAT

# of Institutions
3,264
Shares Held
332M
Call Options Held
6.85M
Put Options Held
6.13M
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 $184B
  • 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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