Perigon Wealth Management, LLC Caterpillar Inc Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,621 shares of CAT stock, worth $5.86 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,621
Previous 16,635 36.15%
Holding current value
$5.86 Million
Previous $6.46 Million 21.53%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Oct 17, 2025
SELL
$390.92 - $477.15 $2.35 Million - $2.87 Million
-6,014 Reduced 36.15%
10,621 $5.07 Million
Q2 2025

Jul 15, 2025
BUY
$273.94 - $388.21 $250,929 - $355,600
916 Added 5.83%
16,635 $6.46 Million
Q1 2025

Apr 23, 2025
SELL
$326.75 - $407.63 $1.58 Million - $1.97 Million
-4,821 Reduced 23.47%
15,719 $5.18 Million
Q4 2024

Jan 22, 2025
SELL
$360.37 - $416.88 $763,624 - $883,368
-2,119 Reduced 9.35%
20,540 $7.45 Million
Q3 2024

Oct 16, 2024
SELL
$316.8 - $391.12 $16,473 - $20,338
-52 Reduced 0.23%
22,659 $8.86 Million
Q2 2024

Aug 02, 2024
SELL
$321.47 - $379.3 $343,329 - $405,092
-1,068 Reduced 4.49%
22,711 $7.57 Million
Q1 2024

Apr 29, 2024
BUY
$278.63 - $366.43 $168,571 - $221,690
605 Added 2.61%
23,779 $8.71 Million
Q4 2023

Jan 29, 2024
SELL
$226.05 - $298.12 $64,198 - $84,666
-284 Reduced 1.21%
23,174 $6.85 Million
Q3 2023

Oct 30, 2023
SELL
$240.58 - $288.65 $63,031 - $75,626
-262 Reduced 1.1%
23,458 $6.4 Million
Q2 2023

Aug 02, 2023
BUY
$205.75 - $247.67 $3.97 Million - $4.78 Million
19,319 Added 438.97%
23,720 $5.84 Million
Q1 2023

May 03, 2023
BUY
$215.01 - $264.54 $47,732 - $58,727
222 Added 5.31%
4,401 $1.01 Million
Q4 2022

Feb 14, 2023
BUY
$171.23 - $243.14 $213,695 - $303,438
1,248 Added 42.58%
4,179 $1 Million
Q3 2022

Dec 13, 2022
SELL
$162.44 - $198.25 $34,437 - $42,029
-212 Reduced 6.75%
2,931 $481,000
Q2 2022

Aug 11, 2022
BUY
$178.67 - $235.08 $65,393 - $86,039
366 Added 13.18%
3,143 $562,000
Q1 2022

May 16, 2022
SELL
$182.83 - $229.87 $56,677 - $71,259
-310 Reduced 10.04%
2,777 $619,000
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $38,732 - $43,921
205 Added 7.11%
3,087 $638,000
Q3 2021

Nov 01, 2021
BUY
$189.84 - $221.66 $547,118 - $638,824
2,882 New
2,882 $553,000
Q3 2021

Oct 25, 2021
SELL
$189.84 - $221.66 $543,511 - $634,612
-2,863 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$208.86 - $244.79 $98,999 - $116,030
474 Added 19.84%
2,863 $623,000
Q1 2021

May 17, 2021
BUY
$180.63 - $233.63 $148,477 - $192,043
822 Added 52.46%
2,389 $554,000
Q4 2020

Jan 28, 2021
BUY
$146.71 - $182.21 $9,536 - $11,843
65 Added 4.33%
1,567 $285,000
Q3 2020

Nov 03, 2020
BUY
$125.73 - $153.87 $188,846 - $231,112
1,502 New
1,502 $224,000
Q2 2020

Jul 29, 2020
SELL
$104.48 - $137.72 $390,859 - $515,210
-3,741 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$91.85 - $150.53 $343,610 - $563,132
3,741 New
3,741 $468,000
Q4 2019

Jan 13, 2020
SELL
$117.97 - $148.5 $466,925 - $587,763
-3,958 Closed
0 $0
Q3 2019

Oct 25, 2019
BUY
$113.38 - $139.64 $448,758 - $552,695
3,958 New
3,958 $519,000
Q2 2019

Aug 05, 2019
SELL
$119.81 - $143.36 $175,401 - $209,879
-1,464 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$121.51 - $141.41 $177,890 - $207,024
1,464 New
1,464 $201,000
Q3 2018

Nov 13, 2018
SELL
$132.02 - $156.38 $420,879 - $498,539
-3,188 Closed
0 $0
Q2 2018

Aug 09, 2018
BUY
$134.61 - $158.92 $429,136 - $506,636
3,188 New
3,188 $432,000
Q2 2018

Aug 07, 2018
SELL
$134.61 - $158.92 $95,573 - $112,833
-710 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$144.29 - $170.89 $31,888 - $37,766
221 Added 45.19%
710 $105,000
Q4 2017

Feb 14, 2018
SELL
$124.72 - $158.42 $307,310 - $390,346
-2,464 Reduced 83.44%
489 $77,000
Q3 2017

Dec 05, 2017
SELL
$112.85 - $125.23 $1.05 Million - $1.16 Million
-9,299 Reduced 75.9%
2,953 $368,000
Q2 2017

Sep 12, 2017
BUY
N/A
12,252 New
12,252 $1.32 Million
Q3 2011

Nov 14, 2022
SELL
N/A
-212
2,931 $481,000

Others Institutions Holding CAT

# of Institutions
3,620
Shares Held
338M
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
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