Arkadios Wealth Advisors Caterpillar Inc Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Arkadios Wealth Advisors holds 12,621 shares of CAT stock, worth $4.4 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

12,621

Previous 6,434 96.16%

Holding current value

$4.4 Million

Previous $2.33 Million 78.4%

% of portfolio

0.17%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$326.75 - $407.63 $2.02 Million - $2.52 Million	6,187 Added 96.16%	12,621 $4.16 Million
Q4 2024 Jan 15, 2025	SELL	$360.37 - $416.88 $85,407 - $98,800	-237 Reduced 3.55%	6,434 $2.33 Million
Q3 2024 Oct 24, 2024	BUY	$316.8 - $391.12 $95,356 - $117,727	301 Added 4.73%	6,671 $2.61 Million
Q2 2024 Jul 29, 2024	BUY	$321.47 - $379.3 $267,141 - $315,198	831 Added 15.0%	6,370 $2.12 Million
Q1 2024 Apr 30, 2024	SELL	$278.63 - $366.43 $96,405 - $126,784	-346 Reduced 5.88%	5,539 $2.03 Million
Q4 2023 Jan 24, 2024	SELL	$226.05 - $298.12 $36,168 - $47,699	-160 Reduced 2.65%	5,885 $1.74 Million
Q3 2023 Oct 13, 2023	BUY	$240.58 - $288.65 $186,208 - $223,415	774 Added 14.68%	6,045 $1.65 Million
Q2 2023 Jul 26, 2023	SELL	$205.75 - $247.67 $126,742 - $152,564	-616 Reduced 10.46%	5,271 $1.3 Million
Q1 2023 May 02, 2023	SELL	$215.01 - $264.54 $45,152 - $55,553	-210 Reduced 3.44%	5,887 $1.35 Million
Q4 2022 Jan 11, 2023	BUY	$171.23 - $243.14 $31,506 - $44,737	184 Added 3.11%	6,097 $0
Q3 2022 Oct 21, 2022	BUY	$162.44 - $198.25 $116,956 - $142,740	720 Added 13.86%	5,913 $970,000
Q2 2022 Jul 14, 2022	BUY	$178.67 - $235.08 $72,897 - $95,912	408 Added 8.53%	5,193 $928,000
Q1 2022 May 02, 2022	SELL	$182.83 - $229.87 $34,006 - $42,755	-186 Reduced 3.74%	4,785 $1.07 Million
Q4 2021 Feb 03, 2022	BUY	$188.94 - $214.25 $67,640 - $76,701	358 Added 7.76%	4,971 $1.03 Million
Q3 2021 Oct 19, 2021	SELL	$189.84 - $221.66 $47,270 - $55,193	-249 Reduced 5.12%	4,613 $885,000
Q2 2021 Jul 28, 2021	BUY	$208.86 - $244.79 $163,119 - $191,180	781 Added 19.14%	4,862 $1.06 Million
Q1 2021 Apr 26, 2021	BUY	$180.63 - $233.63 $10,657 - $13,784	59 Added 1.47%	4,081 $946,000
Q4 2020 Feb 09, 2021	BUY	$146.71 - $182.21 $79,223 - $98,393	540 Added 15.51%	4,022 $732,000
Q3 2020 Nov 10, 2020	BUY	$125.73 - $153.87 $15,213 - $18,618	121 Added 3.6%	3,482 $588 Million
Q2 2020 Aug 10, 2020	BUY	$104.48 - $137.72 $16,194 - $21,346	155 Added 4.83%	3,361 $460 Million
Q1 2020 May 14, 2020	BUY	$91.85 - $150.53 $2,204 - $3,612	24 Added 0.75%	3,206 $372 Million
Q4 2019 Feb 14, 2020	BUY	$117.97 - $148.5 $375,380 - $472,527	3,182 New	3,182 $469,000

Others Institutions Holding CAT

# of Institutions

3,266

Shares Held

332M

Call Options Held

6.85M

Put Options Held

6.13M

View Full List

About CATERPILLAR INC

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...

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Arkadios Wealth Advisors Caterpillar Inc Transaction History