Destination Wealth Management Caterpillar Inc Transaction History

Destination Wealth Management

$3.3 Billion
Q2 2025

A detailed history of Destination Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Destination Wealth Management holds 1,267 shares of CAT stock, worth $738,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,267

Previous 1,194 6.11%

Holding current value

$738,851

Previous $393,000 24.94%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$273.94 - $388.21 $19,997 - $28,339	73 Added 6.11%	1,267 $491,000
Q1 2025 May 15, 2025	BUY	$326.75 - $407.63 $148,017 - $184,656	453 Added 61.13%	1,194 $393,000
Q4 2024 Feb 06, 2025	SELL	$360.37 - $416.88 $40,721 - $47,107	-113 Reduced 13.23%	741 $268,000
Q3 2024 Nov 25, 2024	BUY	$316.8 - $391.12 $73,497 - $90,739	232 Added 37.3%	854 $334,000
Q2 2024 Jul 24, 2024	SELL	$321.47 - $379.3 $13,180 - $15,551	-41 Reduced 6.18%	622 $207,000
Q1 2024 May 14, 2024	BUY	$278.63 - $366.43 $184,731 - $242,943	663 New	663 $242,000
Q3 2023 Nov 14, 2023	BUY	$240.58 - $288.65 $25,742 - $30,885	107 Added 10.26%	1,150 $313,000
Q2 2023 Aug 11, 2023	SELL	$205.75 - $247.67 $66,663 - $80,245	-324 Reduced 23.7%	1,043 $256,000
Q1 2023 May 05, 2023	BUY	$215.01 - $264.54 $96,324 - $118,513	448 Added 48.75%	1,367 $312,000
Q4 2022 Feb 10, 2023	BUY	$171.23 - $243.14 $157,360 - $223,445	919 New	919 $220,000
Q2 2022 Jul 29, 2022	BUY	$178.67 - $235.08 $49,134 - $64,647	275 Added 21.7%	1,542 $276,000
Q4 2021 Feb 04, 2022	BUY	$188.94 - $214.25 $239,386 - $271,454	1,267 New	1,267 $262,000
Q3 2021 Oct 25, 2021	SELL	$189.84 - $221.66 $185,094 - $216,118	-975 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$208.86 - $244.79 $65,373 - $76,619	-313 Reduced 24.3%	975 $212,000
Q1 2021 May 05, 2021	SELL	$180.63 - $233.63 $101,875 - $131,767	-564 Reduced 30.45%	1,288 $299,000
Q4 2020 Feb 11, 2021	BUY	$146.71 - $182.21 $42,252 - $52,476	288 Added 18.41%	1,852 $337,000
Q3 2020 Nov 12, 2020	BUY	$125.73 - $153.87 $196,641 - $240,652	1,564 New	1,564 $233,000
Q1 2020 May 13, 2020	SELL	$91.85 - $150.53 $145,582 - $238,590	-1,585 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$117.97 - $148.5 $186,982 - $235,372	1,585 New	1,585 $234,000
Q3 2019 Nov 13, 2019	SELL	$113.38 - $139.64 $86,849 - $106,964	-766 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$119.81 - $143.36 $77,756 - $93,040	649 Added 554.7%	766 $104,000
Q1 2019 May 01, 2019	SELL	$121.51 - $141.41 $83,720 - $97,431	-689 Reduced 85.48%	117 $16,000
Q4 2018 Feb 05, 2019	BUY	$112.34 - $158.22 $72,009 - $101,419	641 Added 388.48%	806 $102,000
Q3 2018 Nov 07, 2018	BUY	$132.02 - $156.38 $7,789 - $9,226	59 Added 55.66%	165 $25,000
Q2 2018 Jul 31, 2018	SELL	$134.61 - $158.92 $6,730 - $7,945	-50 Reduced 32.05%	106 $14,000
Q1 2018 Apr 05, 2018	BUY	$144.29 - $170.89 $22,509 - $26,658	156 New	156 $23,000

Others Institutions Holding CAT

# of Institutions

3,520

Shares Held

338M

Call Options Held

6.65M

Put Options Held

7.18M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $308B
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

Portfolio Update

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

News

Stay updated on Destination Wealth Management with notifications on news.

Account

Destination Wealth Management Caterpillar Inc Transaction History