Atria Wealth Solutions, Inc. Caterpillar Inc Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 26,911 shares of CAT stock, worth $9.28 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
26,911
Previous 33,654 20.04%
Holding current value
$9.28 Million
Previous $12.2 Million 27.3%
% of portfolio
0.11%
Previous 0.14%

Shares

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

May 09, 2025
SELL
$326.75 - $407.63 $2.2 Million - $2.75 Million
-6,743 Reduced 20.04%
26,911 $8.88 Million
Q4 2024

Jan 31, 2025
SELL
$360.37 - $416.88 $528,662 - $611,562
-1,467 Reduced 4.18%
33,654 $12.2 Million
Q3 2024

Nov 08, 2024
SELL
$316.8 - $391.12 $925,056 - $1.14 Million
-2,920 Reduced 7.68%
35,121 $13.7 Million
Q2 2024

Jul 22, 2024
SELL
$321.47 - $379.3 $1.65 Million - $1.94 Million
-5,126 Reduced 11.87%
38,041 $12.7 Million
Q1 2024

May 13, 2024
BUY
$278.63 - $366.43 $1.24 Million - $1.63 Million
4,452 Added 11.5%
43,167 $15.8 Million
Q4 2023

Feb 02, 2024
SELL
$226.05 - $298.12 $173,380 - $228,658
-767 Reduced 1.94%
38,715 $11.4 Million
Q3 2023

Nov 08, 2023
BUY
$240.58 - $288.65 $334,646 - $401,512
1,391 Added 3.65%
39,482 $10.8 Million
Q2 2023

Aug 03, 2023
SELL
$205.75 - $247.67 $123,244 - $148,354
-599 Reduced 1.55%
38,091 $9.37 Million
Q1 2023

Aug 22, 2023
SELL
$215.01 - $264.54 $184,263 - $226,710
-857 Reduced 2.25%
37,234 $8.52 Million
Q1 2023

Jun 14, 2023
BUY
$215.01 - $264.54 $313,054 - $385,170
1,456 Added 3.91%
38,690 $8.85 Million
Q1 2023

May 10, 2023
SELL
$215.01 - $264.54 $484,847 - $596,537
-2,255 Reduced 5.71%
37,234 $8.52 Million
Q4 2022

Aug 30, 2023
BUY
$171.23 - $243.14 $102,566 - $145,640
599 Added 1.57%
38,690 $9.27 Million
Q4 2022

Feb 13, 2023
BUY
$171.23 - $243.14 $763,514 - $1.08 Million
4,459 Added 12.73%
39,489 $9.46 Million
Q3 2022

Feb 13, 2023
SELL
$162.44 - $198.25 $1.06 Million - $1.29 Million
-6,522 Reduced 15.7%
35,030 $5.75 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $3.47 Million - $4.23 Million
21,346 Added 105.64%
41,552 $6.95 Million
Q2 2022

Aug 15, 2022
SELL
$178.67 - $235.08 $1.42 Million - $1.87 Million
-7,953 Reduced 28.24%
20,206 $3.61 Million
Q1 2022

May 16, 2022
BUY
$182.83 - $229.87 $5.15 Million - $6.47 Million
28,159 New
28,159 $6.28 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 $182B
  • 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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