Eads & Heald Wealth Management Caterpillar Inc Transaction History

Eads & Heald Wealth Management

  • $202 Million
  • Q2 2025

A detailed history of Eads & Heald Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Eads & Heald Wealth Management holds 6,033 shares of CAT stock, worth $2.6 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
6,033
Previous 6,208 2.82%
Holding current value
$2.6 Million
Previous $2.05 Million 14.41%
% of portfolio
1.16%
Previous 1.04%

Shares

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

Jul 22, 2025
SELL
$273.94 - $388.21 $47,939 - $67,936
-175 Reduced 2.82%
6,033 $2.34 Million
Q1 2025

Apr 25, 2025
SELL
$326.75 - $407.63 $76,459 - $95,385
-234 Reduced 3.63%
6,208 $2.05 Million
Q4 2024

Jan 17, 2025
BUY
$360.37 - $416.88 $111,354 - $128,815
309 Added 5.04%
6,442 $2.34 Million
Q3 2024

Oct 28, 2024
BUY
$316.8 - $391.12 $13,305 - $16,427
42 Added 0.69%
6,133 $2.4 Million
Q2 2024

Jul 23, 2024
SELL
$321.47 - $379.3 $36,326 - $42,860
-113 Reduced 1.82%
6,091 $2.03 Million
Q1 2024

Apr 23, 2024
SELL
$278.63 - $366.43 $46,809 - $61,560
-168 Reduced 2.64%
6,204 $2.27 Million
Q4 2023

Jan 30, 2024
BUY
$226.05 - $298.12 $17,179 - $22,657
76 Added 1.21%
6,372 $1.88 Million
Q3 2023

Oct 27, 2023
BUY
$240.58 - $288.65 $138,092 - $165,685
574 Added 10.03%
6,296 $1.72 Million
Q2 2023

Jul 25, 2023
BUY
$205.75 - $247.67 $324,879 - $391,070
1,579 Added 38.11%
5,722 $1.41 Million
Q1 2023

Apr 21, 2023
BUY
$215.01 - $264.54 $503,123 - $619,023
2,340 Added 129.78%
4,143 $948,000
Q4 2022

Jan 27, 2023
SELL
$171.23 - $243.14 $9,588 - $13,615
-56 Reduced 3.01%
1,803 $432,000
Q3 2022

Oct 27, 2022
SELL
$162.44 - $198.25 $3,248 - $3,965
-20 Reduced 1.06%
1,859 $305,000
Q2 2022

Jul 26, 2022
SELL
$178.67 - $235.08 $6,253 - $8,227
-35 Reduced 1.83%
1,879 $335,000
Q1 2022

Apr 27, 2022
SELL
$182.83 - $229.87 $5,484 - $6,896
-30 Reduced 1.54%
1,914 $426,000
Q4 2021

Jan 31, 2022
SELL
$188.94 - $214.25 $15,115 - $17,140
-80 Reduced 3.95%
1,944 $401,000
Q3 2021

Oct 27, 2021
SELL
$189.84 - $221.66 $11,580 - $13,521
-61 Reduced 2.93%
2,024 $388,000
Q2 2021

Jul 30, 2021
SELL
$208.86 - $244.79 $19,423 - $22,765
-93 Reduced 4.27%
2,085 $453,000
Q1 2021

Apr 29, 2021
BUY
$180.63 - $233.63 $18,966 - $24,531
105 Added 5.07%
2,178 $505,000
Q4 2020

Feb 02, 2021
BUY
$146.71 - $182.21 $42,252 - $52,476
288 Added 16.13%
2,073 $377,000
Q3 2020

Nov 02, 2020
BUY
$125.73 - $153.87 $224,428 - $274,657
1,785 New
1,785 $266,000

Others Institutions Holding CAT

# of Institutions
3,434
Shares Held
336M
Call Options Held
6.67M
Put Options Held
7.2M
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 $228B
  • 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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