Arbor Trust Wealth Advisors, LLC Caterpillar Inc Transaction History

Arbor Trust Wealth Advisors, LLC

  • $208 Million
  • Q1 2025

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 6,139 shares of CAT stock, worth $2.2 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
6,139
Previous 6,526 5.93%
Holding current value
$2.2 Million
Previous $2.37 Million 14.49%
% of portfolio
0.97%
Previous 1.12%

Shares

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

Apr 28, 2025
SELL
$326.75 - $407.63 $126,452 - $157,752
-387 Reduced 5.93%
6,139 $2.02 Million
Q4 2024

Jan 16, 2025
SELL
$360.37 - $416.88 $70,272 - $81,291
-195 Reduced 2.9%
6,526 $2.37 Million
Q2 2024

Aug 02, 2024
BUY
$321.47 - $379.3 $17,037 - $20,102
53 Added 0.79%
6,721 $2.24 Million
Q1 2024

Apr 15, 2024
SELL
$278.63 - $366.43 $20,897 - $27,482
-75 Reduced 1.11%
6,668 $2.44 Million
Q4 2023

Jan 30, 2024
SELL
$226.05 - $298.12 $61,485 - $81,088
-272 Reduced 3.88%
6,743 $1.99 Million
Q3 2023

Oct 10, 2023
BUY
$240.58 - $288.65 $23,817 - $28,576
99 Added 1.43%
7,015 $1.92 Million
Q2 2023

Jul 31, 2023
BUY
$205.75 - $247.67 $74,070 - $89,161
360 Added 5.49%
6,916 $1.7 Million
Q1 2023

May 02, 2023
BUY
$215.01 - $264.54 $214,149 - $263,481
996 Added 17.91%
6,556 $1.5 Million
Q4 2022

Jan 31, 2023
BUY
$171.23 - $243.14 $10,273 - $14,588
60 Added 1.09%
5,560 $1.33 Million
Q3 2022

Oct 24, 2022
SELL
$162.44 - $198.25 $44,671 - $54,518
-275 Reduced 4.76%
5,500 $897,000
Q2 2022

Jul 15, 2022
BUY
$178.67 - $235.08 $100,948 - $132,820
565 Added 10.84%
5,775 $1.03 Million
Q1 2022

Apr 25, 2022
SELL
$182.83 - $229.87 $68,561 - $86,201
-375 Reduced 6.71%
5,210 $1.16 Million
Q2 2021

Jul 26, 2021
BUY
$208.86 - $244.79 $36,550 - $42,838
175 Added 3.23%
5,585 $1.22 Million
Q1 2021

May 10, 2021
BUY
$180.63 - $233.63 $128,247 - $165,877
710 Added 15.11%
5,410 $1.25 Million
Q4 2020

Feb 10, 2021
BUY
$146.71 - $182.21 $29,342 - $36,442
200 Added 4.44%
4,700 $855,000
Q3 2020

Nov 09, 2020
SELL
$125.73 - $153.87 $6,286 - $7,693
-50 Reduced 1.1%
4,500 $671,000
Q2 2020

Aug 05, 2020
SELL
$104.48 - $137.72 $26,120 - $34,430
-250 Reduced 5.21%
4,550 $576,000
Q1 2020

Apr 30, 2020
SELL
$91.85 - $150.53 $98,830 - $161,970
-1,076 Reduced 18.31%
4,800 $557,000
Q4 2019

Feb 03, 2020
BUY
$117.97 - $148.5 $693,191 - $872,586
5,876 New
5,876 $868,000

Others Institutions Holding CAT

# of Institutions
3,270
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 $189B
  • 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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