A detailed history of Caliber Wealth Management, LLC / Ks transactions in Caterpillar Inc stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 560 shares of CAT stock, worth $310,256. This represents 0.03% of its overall portfolio holdings.

Number of Shares
560
Previous 791 29.2%
Holding current value
$310,256
Previous $307 Million 12.98%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 05, 2025

SELL
$390.92 - $477.15 $90,302 - $110,221
-231 Reduced 29.2%
560 $267 Million
Q2 2025

Jul 30, 2025

BUY
$273.94 - $388.21 $216,686 - $307,074
791 New
791 $307 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 $292B
  • 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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