Baker Tilly Wealth Management, LLC Caterpillar Inc Transaction History

Baker Tilly Wealth Management, LLC

  • $273 Million
  • Q2 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,383 shares of CAT stock, worth $600,387. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,383
Previous 1,245 11.08%
Holding current value
$600,387
Previous $410,000 30.73%
% of portfolio
0.2%
Previous 0.16%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$273.94 - $388.21 $37,803 - $53,572
138 Added 11.08%
1,383 $536,000
Q1 2025

Apr 09, 2025
SELL
$326.75 - $407.63 $16,010 - $19,973
-49 Reduced 3.79%
1,245 $410,000
Q4 2024

Jan 10, 2025
BUY
$360.37 - $416.88 $74,236 - $85,877
206 Added 18.93%
1,294 $469,000
Q3 2024

Oct 24, 2024
SELL
$316.8 - $391.12 $597,168 - $737,261
-1,885 Reduced 63.4%
1,088 $425,000
Q2 2024

Jul 18, 2024
SELL
$321.47 - $379.3 $460,023 - $542,778
-1,431 Reduced 32.49%
2,973 $990,000
Q1 2024

May 09, 2024
SELL
$278.63 - $366.43 $86,096 - $113,226
-309 Reduced 6.56%
4,404 $1.61 Million
Q4 2023

Jan 10, 2024
SELL
$226.05 - $298.12 $41,141 - $54,257
-182 Reduced 3.72%
4,713 $1.39 Million
Q3 2023

Oct 10, 2023
SELL
$240.58 - $288.65 $9,863 - $11,834
-41 Reduced 0.83%
4,895 $1.34 Million
Q2 2023

Jul 20, 2023
SELL
$205.75 - $247.67 $6,584 - $7,925
-32 Reduced 0.64%
4,936 $1.21 Million
Q1 2023

Apr 12, 2023
BUY
$215.01 - $264.54 $81,703 - $100,525
380 Added 8.28%
4,968 $1.14 Million
Q4 2022

Jan 26, 2023
BUY
$171.23 - $243.14 $74,998 - $106,495
438 Added 10.55%
4,588 $0
Q3 2022

Oct 20, 2022
SELL
$162.44 - $198.25 $255,193 - $311,450
-1,571 Reduced 27.46%
4,150 $681,000
Q2 2022

Jul 28, 2022
BUY
$178.67 - $235.08 $3,394 - $4,466
19 Added 0.33%
5,721 $1.02 Million
Q1 2022

Apr 27, 2022
SELL
$182.83 - $229.87 $22,670 - $28,503
-124 Reduced 2.13%
5,702 $1.27 Million
Q4 2021

Feb 08, 2022
BUY
$188.94 - $214.25 $335,935 - $380,936
1,778 Added 43.92%
5,826 $1.2 Million
Q3 2021

Nov 02, 2021
SELL
$189.84 - $221.66 $2,467 - $2,881
-13 Reduced 0.32%
4,048 $777,000
Q2 2021

Jul 30, 2021
BUY
$208.86 - $244.79 $88,138 - $103,301
422 Added 11.6%
4,061 $884,000
Q1 2021

Apr 28, 2021
BUY
$180.63 - $233.63 $722 - $934
4 Added 0.11%
3,639 $844,000
Q4 2020

Feb 03, 2021
BUY
$146.71 - $182.21 $533,290 - $662,333
3,635 New
3,635 $662,000

Others Institutions Holding CAT

# of Institutions
3,331
Shares Held
336M
Call Options Held
6.93M
Put Options Held
6.22M
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 $229B
  • 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
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email