Palumbo Wealth Management LLC Caterpillar Inc Transaction History

Palumbo Wealth Management LLC

$308 Million
Q2 2025

A detailed history of Palumbo Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,617 shares of CAT stock, worth $1.08 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

2,617

Previous 2,615 0.08%

Holding current value

$1.08 Million

Previous $862,000 17.75%

% of portfolio

0.33%

Previous 0.3%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$273.94 - $388.21 $547 - $776	2 Added 0.08%	2,617 $1.02 Million
Q1 2025 Apr 22, 2025	BUY	$326.75 - $407.63 $19,931 - $24,865	61 Added 2.39%	2,615 $862,000
Q4 2024 Jan 30, 2025	SELL	$360.37 - $416.88 $1,081 - $1,250	-3 Reduced 0.12%	2,554 $926,000
Q3 2024 Oct 28, 2024	SELL	$316.8 - $391.12 $6,969 - $8,604	-22 Reduced 0.85%	2,557 $1 Million
Q2 2024 Aug 02, 2024	BUY	$321.47 - $379.3 $2,893 - $3,413	9 Added 0.35%	2,579 $859,000
Q1 2024 Apr 15, 2024	SELL	$278.63 - $366.43 $16,996 - $22,352	-61 Reduced 2.32%	2,570 $941,000
Q4 2023 Jan 22, 2024	SELL	$226.05 - $298.12 $2,260 - $2,981	-10 Reduced 0.38%	2,631 $777,000
Q3 2023 Oct 16, 2023	SELL	$240.58 - $288.65 $481 - $577	-2 Reduced 0.08%	2,641 $720,000
Q2 2023 Jul 26, 2023	SELL	$205.75 - $247.67 $752,427 - $905,729	-3,657 Reduced 58.05%	2,643 $650,000
Q1 2023 May 04, 2023	BUY	$215.01 - $264.54 $38,056 - $46,823	177 Added 2.89%	6,300 $1.44 Million
Q4 2022 Feb 13, 2023	BUY	$171.23 - $243.14 $25,684 - $36,471	150 Added 2.51%	6,123 $1.47 Million
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $24,690 - $30,134	152 Added 2.61%	5,973 $980,000
Q2 2022 Aug 12, 2022	BUY	$178.67 - $235.08 $5,896 - $7,757	33 Added 0.57%	5,821 $1.04 Million
Q1 2022 May 10, 2022	BUY	$182.83 - $229.87 $14,626 - $18,389	80 Added 1.4%	5,788 $1.29 Million
Q4 2021 Feb 16, 2022	BUY	$188.94 - $214.25 $63,105 - $71,559	334 Added 6.22%	5,708 $1.18 Million
Q3 2021 Nov 12, 2021	SELL	$189.84 - $221.66 $110,486 - $129,006	-582 Reduced 9.77%	5,374 $1.03 Million
Q2 2021 Aug 16, 2021	BUY	$208.86 - $244.79 $42,398 - $49,692	203 Added 3.53%	5,956 $1.3 Million
Q1 2021 May 17, 2021	BUY	$180.63 - $233.63 $47,505 - $61,444	263 Added 4.79%	5,753 $1.33 Million
Q4 2020 May 17, 2021	BUY	$146.71 - $182.21 $805,437 - $1 Million	5,490 New	5,490 $999,000

Others Institutions Holding CAT

# of Institutions

3,415

Shares Held

343M

Call Options Held

6.43M

Put Options Held

6.84M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $218B
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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Palumbo Wealth Management LLC Caterpillar Inc Transaction History