Minich Mac Gregor Wealth Management, LLC Caterpillar Inc Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $484 Million
  • Q3 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 793 shares of CAT stock, worth $437,775. This represents 0.08% of its overall portfolio holdings.

Number of Shares
793
Previous 890 10.9%
Holding current value
$437,775
Previous $345,000 9.57%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 28, 2025
SELL
$390.92 - $477.15 $37,919 - $46,283
-97 Reduced 10.9%
793 $378,000
Q2 2025

Jul 16, 2025
SELL
$273.94 - $388.21 $5,752 - $8,152
-21 Reduced 2.31%
890 $345,000
Q1 2025

Apr 22, 2025
SELL
$326.75 - $407.63 $135,928 - $169,574
-416 Reduced 31.35%
911 $300,000
Q4 2024

Jan 17, 2025
BUY
$360.37 - $416.88 $36,397 - $42,104
101 Added 8.24%
1,327 $481,000
Q3 2024

Oct 30, 2024
BUY
$316.8 - $391.12 $8,870 - $10,951
28 Added 2.34%
1,226 $479,000
Q2 2024

Jul 25, 2024
BUY
$321.47 - $379.3 $16,716 - $19,723
52 Added 4.54%
1,198 $399,000
Q1 2024

Apr 16, 2024
BUY
$278.63 - $366.43 $28,977 - $38,108
104 Added 9.98%
1,146 $419,000
Q4 2023

Feb 08, 2024
BUY
$226.05 - $298.12 $20,118 - $26,532
89 Added 9.34%
1,042 $308,000
Q3 2023

Oct 16, 2023
BUY
$240.58 - $288.65 $229,272 - $275,083
953 New
953 $260,000
Q4 2022

Jan 09, 2023
BUY
$171.23 - $243.14 $129,621 - $184,056
757 New
757 $0
Q1 2019

Apr 16, 2019
SELL
$121.51 - $141.41 $303,896 - $353,666
-2,501 Closed
0 $0
Q4 2018

Jan 17, 2019
BUY
$112.34 - $158.22 $155,703 - $219,292
1,386 Added 124.3%
2,501 $312,000
Q3 2018

Oct 17, 2018
SELL
$132.02 - $156.38 $132 - $156
-1 Reduced 0.09%
1,115 $169,000
Q2 2018

Jul 13, 2018
BUY
$134.61 - $158.92 $403 - $476
3 Added 0.27%
1,116 $152,000
Q1 2018

Jul 03, 2018
SELL
$144.29 - $170.89 $288 - $341
-2 Reduced 0.18%
1,113 $164,000
Q4 2017

Jul 03, 2018
BUY
$124.72 - $158.42 $2,244 - $2,851
18 Added 1.64%
1,115 $175,000
Q3 2017

Jul 03, 2018
SELL
$112.85 - $125.23 $51,233 - $56,854
-454 Reduced 29.27%
1,097 $136,000
Q2 2017

Jul 02, 2018
BUY
N/A
8 Added 0.52%
1,551 $166,000
Q1 2017

Jun 28, 2018
BUY
N/A
179 Added 13.12%
1,543 $143,000
Q4 2016

Jun 28, 2018
SELL
N/A
-270 Reduced 16.52%
1,364 $126,000
Q3 2016

Jun 28, 2018
BUY
N/A
8 Added 0.49%
1,634 $145,000
Q2 2016

Jun 28, 2018
BUY
N/A
12 Added 0.74%
1,626 $123,000
Q1 2016

Jun 28, 2018
BUY
N/A
41 Added 2.61%
1,614 $123,000
Q4 2015

Jun 27, 2018
BUY
N/A
1,573
1,573 $134,000

Others Institutions Holding CAT

# of Institutions
3,616
Shares Held
337M
Call Options Held
7.64M
Put Options Held
7.64M
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 $291B
  • 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
Track This Portfolio

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email