Hb Wealth Management, LLC Caterpillar Inc Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Hb Wealth Management, LLC holds 44,595 shares of CAT stock, worth $26 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
44,595
Previous 41,441 7.61%
Holding current value
$26 Million
Previous $16.1 Million 32.27%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Oct 23, 2025
BUY
$390.92 - $477.15 $1.23 Million - $1.5 Million
3,154 Added 7.61%
44,595 $21.3 Million
Q2 2025

Jul 17, 2025
SELL
$273.94 - $388.21 $732,515 - $1.04 Million
-2,674 Reduced 6.06%
41,441 $16.1 Million
Q1 2025

May 07, 2025
BUY
$326.75 - $407.63 $2.06 Million - $2.57 Million
6,311 Added 16.69%
44,115 $14.5 Million
Q4 2024

Jan 15, 2025
BUY
$360.37 - $416.88 $466,318 - $539,442
1,294 Added 3.54%
37,804 $13.7 Million
Q3 2024

Oct 15, 2024
SELL
$316.8 - $391.12 $368,438 - $454,872
-1,163 Reduced 3.09%
36,510 $14.3 Million
Q2 2024

Jul 26, 2024
BUY
$321.47 - $379.3 $171,664 - $202,546
534 Added 1.44%
37,673 $12.5 Million
Q1 2024

Apr 30, 2024
BUY
$278.63 - $366.43 $573,141 - $753,746
2,057 Added 5.86%
37,139 $13.6 Million
Q4 2023

Jan 16, 2024
BUY
$226.05 - $298.12 $120,258 - $158,599
532 Added 1.54%
35,082 $10.4 Million
Q3 2023

Oct 13, 2023
BUY
$240.58 - $288.65 $459,026 - $550,744
1,908 Added 5.85%
34,550 $9.43 Million
Q2 2023

Jul 13, 2023
BUY
$205.75 - $247.67 $479,603 - $577,318
2,331 Added 7.69%
32,642 $8.03 Million
Q1 2023

Apr 13, 2023
BUY
$215.01 - $264.54 $58,267 - $71,690
271 Added 0.9%
30,311 $6.94 Million
Q4 2022

Jan 20, 2023
BUY
$171.23 - $243.14 $368,829 - $523,723
2,154 Added 7.72%
30,040 $0
Q3 2022

Oct 19, 2022
BUY
$162.44 - $198.25 $454,994 - $555,298
2,801 Added 11.17%
27,886 $4.58 Million
Q2 2022

Jul 15, 2022
BUY
$178.67 - $235.08 $326,430 - $429,491
1,827 Added 7.86%
25,085 $4.48 Million
Q1 2022

May 16, 2022
BUY
$182.83 - $229.87 $1.03 Million - $1.3 Million
5,648 Added 32.07%
23,258 $5.18 Million
Q4 2021

Feb 15, 2022
BUY
$188.94 - $214.25 $3.33 Million - $3.77 Million
17,610 New
17,610 $3.64 Million

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

CAT Quotes by TradingView
  • 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
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