Journey Strategic Wealth LLC Caterpillar Inc Transaction History

Journey Strategic Wealth LLC

$3.03 Billion
Q2 2025

A detailed history of Journey Strategic Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 5,148 shares of CAT stock, worth $2.7 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,148

Previous 3,639 41.47%

Holding current value

$2.7 Million

Previous $1.2 Million 66.5%

% of portfolio

0.07%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$273.94 - $388.21 $413,375 - $585,808	1,509 Added 41.47%	5,148 $2 Million
Q1 2025 May 06, 2025	SELL	$326.75 - $407.63 $9,149 - $11,413	-28 Reduced 0.76%	3,639 $1.2 Million
Q4 2024 Jan 24, 2025	SELL	$360.37 - $416.88 $41,442 - $47,941	-115 Reduced 3.04%	3,667 $1.33 Million
Q3 2024 Nov 12, 2024	BUY	$316.8 - $391.12 $232,214 - $286,690	733 Added 24.04%	3,782 $1.48 Million
Q2 2024 Aug 14, 2024	BUY	$321.47 - $379.3 $350,723 - $413,816	1,091 Added 55.72%	3,049 $1.02 Million
Q1 2024 May 13, 2024	BUY	$278.63 - $366.43 $288,660 - $379,621	1,036 Added 112.36%	1,958 $717,000
Q4 2023 Feb 09, 2024	BUY	$226.05 - $298.12 $208,418 - $274,866	922 New	922 $272,000
Q1 2023 May 11, 2023	SELL	$215.01 - $264.54 $13,545 - $16,666	-63 Reduced 3.36%	1,811 $414,000
Q4 2022 Feb 14, 2023	BUY	$171.23 - $243.14 $16,438 - $23,341	96 Added 5.4%	1,874 $448,000
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $288,818 - $352,488	1,778 New	1,778 $293,000
Q2 2022 Aug 15, 2022	SELL	$178.67 - $235.08 $294,448 - $387,411	-1,648 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$182.83 - $229.87 $17,917 - $22,527	98 Added 6.32%	1,648 $367,000
Q4 2021 Feb 14, 2022	BUY	$188.94 - $214.25 $292,857 - $332,087	1,550 New	1,550 $320,000

Others Institutions Holding CAT

# of Institutions

3,495

Shares Held

336M

Call Options Held

6.66M

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 $277B
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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Journey Strategic Wealth LLC Caterpillar Inc Transaction History