A detailed history of Base Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Base Wealth Management LLC holds 1,989 shares of CAT stock, worth $1.13 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
1,989
Previous 1,724 15.37%
Holding current value
$1.13 Million
Previous $669 Million 41.8%
% of portfolio
0.54%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$390.92 - $477.15 $103,593 - $126,444
265 Added 15.37%
1,989 $949 Million
Q1 2025

Sep 19, 2025

BUY
$326.75 - $407.63 $563,317 - $702,754
1,724 New
1,724 $569 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $301B
  • 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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