Marion Wealth Management Caterpillar Inc Transaction History

Marion Wealth Management

  • $371 Million
  • Q1 2025

A detailed history of Marion Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Marion Wealth Management holds 2,168 shares of CAT stock, worth $777,379. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,168
Previous 2,163 0.23%
Holding current value
$777,379
Previous $784,000 8.8%
% of portfolio
0.19%
Previous 0.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$326.75 - $407.63 $1,633 - $2,038
5 Added 0.23%
2,168 $715,000
Q4 2024

Jan 13, 2025
BUY
$360.37 - $416.88 $2,522 - $2,918
7 Added 0.32%
2,163 $784,000
Q3 2024

Oct 07, 2024
BUY
$316.8 - $391.12 $2,217 - $2,737
7 Added 0.33%
2,156 $843,000
Q2 2024

Jul 09, 2024
BUY
$321.47 - $379.3 $1,928 - $2,275
6 Added 0.28%
2,149 $715,000
Q1 2024

Apr 08, 2024
SELL
$278.63 - $366.43 $26,748 - $35,177
-96 Reduced 4.29%
2,143 $785,000
Q4 2023

Jan 10, 2024
SELL
$226.05 - $298.12 $20,570 - $27,128
-91 Reduced 3.91%
2,239 $662,000
Q3 2023

Oct 18, 2023
BUY
$240.58 - $288.65 $2,165 - $2,597
9 Added 0.39%
2,330 $636,000
Q2 2023

Jul 24, 2023
BUY
$205.75 - $247.67 $2,057 - $2,476
10 Added 0.43%
2,321 $571,000
Q1 2023

Apr 24, 2023
BUY
$215.01 - $264.54 $1,720 - $2,116
8 Added 0.35%
2,311 $528,000
Q4 2022

Jan 19, 2023
BUY
$171.23 - $243.14 $10,102 - $14,345
59 Added 2.63%
2,303 $0
Q3 2022

Nov 10, 2022
BUY
$162.44 - $198.25 $1,786 - $2,180
11 Added 0.49%
2,244 $368,000
Q2 2022

Jul 27, 2022
BUY
$178.67 - $235.08 $83,796 - $110,252
469 Added 26.59%
2,233 $399,000
Q1 2022

Apr 08, 2022
BUY
$182.83 - $229.87 $1,645 - $2,068
9 Added 0.51%
1,764 $393,000
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $331,589 - $376,008
1,755 New
1,755 $363,000

Others Institutions Holding CAT

# of Institutions
3,268
Shares Held
332M
Call Options Held
6.85M
Put Options Held
6.13M
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 $189B
  • 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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