Golden State Wealth Management, LLC Caterpillar Inc Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 3,307 shares of CAT stock, worth $1.91 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,307
Previous 3,558 7.05%
Holding current value
$1.91 Million
Previous $1.17 Billion 9.42%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Aug 06, 2025
SELL
$273.94 - $388.21 $68,758 - $97,440
-251 Reduced 7.05%
3,307 $1.28 Billion
Q1 2025

Apr 24, 2025
SELL
$326.75 - $407.63 $1.33 Million - $1.66 Million
-4,067 Reduced 53.34%
3,558 $1.17 Billion
Q1 2025

Apr 23, 2025
BUY
$326.75 - $407.63 $1.4 Million - $1.75 Million
4,299 Added 129.25%
7,625 $2.51 Million
Q4 2024

Jan 28, 2025
SELL
$360.37 - $416.88 $298,386 - $345,176
-828 Reduced 19.93%
3,326 $1.21 Billion
Q1 2022

May 19, 2022
BUY
$182.83 - $229.87 $394,547 - $496,059
2,158 Added 108.12%
4,154 $926,000
Q1 2022

May 16, 2022
SELL
$182.83 - $229.87 $318,672 - $400,663
-1,743 Reduced 46.62%
1,996 $462,000
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $100,138 - $113,552
530 Added 16.52%
3,739 $773,000
Q3 2021

Nov 15, 2021
SELL
$189.84 - $221.66 $5,125 - $5,984
-27 Reduced 0.83%
3,209 $616,000
Q2 2021

Aug 12, 2021
BUY
$208.86 - $244.79 $258,986 - $303,539
1,240 Added 62.12%
3,236 $704,000
Q1 2021

May 14, 2021
SELL
$180.63 - $233.63 $56,356 - $72,892
-312 Reduced 13.52%
1,996 $462,000
Q4 2020

Jan 28, 2021
BUY
$146.71 - $182.21 $31,249 - $38,810
213 Added 10.17%
2,308 $420,000
Q3 2020

Nov 12, 2020
SELL
$125.73 - $153.87 $880 - $1,077
-7 Reduced 0.33%
2,095 $312,000
Q2 2020

Aug 13, 2020
BUY
$104.48 - $137.72 $219,616 - $289,487
2,102 New
2,102 $266,000
Q2 2020

Aug 11, 2020
SELL
$104.48 - $137.72 $205,198 - $270,482
-1,964 Closed
0 $0
Q1 2020

Apr 17, 2020
SELL
$91.85 - $150.53 $9,736 - $15,956
-106 Reduced 5.12%
1,964 $228,000
Q4 2019

Feb 13, 2020
BUY
$117.97 - $148.5 $244,197 - $307,395
2,070 New
2,070 $305,000

Others Institutions Holding CAT

# of Institutions
3,526
Shares Held
337M
Call Options Held
6.89M
Put Options Held
7.18M
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 $305B
  • 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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