Cjm Wealth Advisers, Ltd. Caterpillar Inc Transaction History

Cjm Wealth Advisers, Ltd.

$325 Billion
Q3 2025

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 1,203 shares of CAT stock, worth $664,116. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,203

Previous 1,202 0.08%

Holding current value

$664,116

Previous $467 Million 22.99%

% of portfolio

0.18%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$390.92 - $477.15 $390 - $477	1 Added 0.08%	1,203 $574 Million
Q2 2025 Jul 14, 2025	BUY	$273.94 - $388.21 $273 - $388	1 Added 0.08%	1,202 $467 Million
Q4 2024 Jan 08, 2025	BUY	$360.37 - $416.88 $360 - $416	1 Added 0.08%	1,201 $436 Million
Q3 2024 Oct 03, 2024	BUY	$316.8 - $391.12 $316 - $391	1 Added 0.08%	1,200 $469 Million
Q2 2024 Jul 08, 2024	BUY	$321.47 - $379.3 $321 - $379	1 Added 0.08%	1,199 $395 Million
Q1 2024 Apr 08, 2024	SELL	$278.63 - $366.43 $1,393 - $1,832	-5 Reduced 0.42%	1,198 $439 Million
Q4 2023 Jan 19, 2024	BUY	$226.05 - $298.12 $1,582 - $2,086	7 Added 0.59%	1,203 $356 Million
Q3 2023 Oct 26, 2023	BUY	$240.58 - $288.65 $240 - $288	1 Added 0.08%	1,196 $327 Million
Q2 2023 Sep 15, 2023	BUY	$205.75 - $247.67 $205 - $247	1 Added 0.08%	1,195 $294 Million
Q1 2023 Sep 15, 2023	BUY	$215.01 - $264.54 $215 - $264	1 Added 0.08%	1,194 $273 Million
Q4 2022 Sep 15, 2023	BUY	$171.23 - $243.14 $204,277 - $290,066	1,193 New	1,193 $286 Million
Q3 2022 Sep 15, 2023	SELL	$162.44 - $198.25 $193,466 - $236,115	-1,191 Closed	0 $0
Q4 2021 Sep 15, 2023	BUY	$188.94 - $214.25 $225,027 - $255,171	1,191 New	1,191 $246 Million

Others Institutions Holding CAT

# of Institutions

3,614

Shares Held

337M

Call Options Held

7.64M

Put Options Held

7.64M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $291B
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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Cjm Wealth Advisers, Ltd. Caterpillar Inc Transaction History