Pinnacle Wealth Planning Services, Inc. Caterpillar Inc Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 2,881 shares of CAT stock, worth $1.03 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,881

Previous 2,825 1.98%

Holding current value

$1.03 Million

Previous $1.02 Million 7.23%

% of portfolio

0.15%

Previous 0.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$326.75 - $407.63 $18,298 - $22,827	56 Added 1.98%	2,881 $950,000
Q4 2024 Feb 06, 2025	SELL	$360.37 - $416.88 $221,627 - $256,381	-615 Reduced 17.88%	2,825 $1.02 Million
Q3 2024 Nov 13, 2024	SELL	$316.8 - $391.12 $81,734 - $100,908	-258 Reduced 6.98%	3,440 $1.35 Million
Q2 2024 Aug 09, 2024	SELL	$321.47 - $379.3 $62,686 - $73,963	-195 Reduced 5.01%	3,698 $1.23 Million
Q1 2024 May 09, 2024	BUY	$278.63 - $366.43 $8,916 - $11,725	32 Added 0.83%	3,893 $1.43 Million
Q4 2023 Feb 07, 2024	SELL	$226.05 - $298.12 $17,405 - $22,955	-77 Reduced 1.96%	3,861 $1.14 Million
Q3 2023 Nov 07, 2023	SELL	$240.58 - $288.65 $499,684 - $599,526	-2,077 Reduced 34.53%	3,938 $1.08 Million
Q2 2023 Aug 07, 2023	SELL	$205.75 - $247.67 $32,920 - $39,627	-160 Reduced 2.59%	6,015 $1.48 Million
Q1 2023 May 03, 2023	BUY	$215.01 - $264.54 $447,005 - $549,978	2,079 Added 50.76%	6,175 $1.41 Million
Q4 2022 Feb 13, 2023	BUY	$171.23 - $243.14 $37,670 - $53,490	220 Added 5.68%	4,096 $981,000
Q3 2022 Nov 09, 2022	BUY	$162.44 - $198.25 $107,697 - $131,439	663 Added 20.63%	3,876 $636,000
Q2 2022 Aug 03, 2022	SELL	$178.67 - $235.08 $141,685 - $186,418	-793 Reduced 19.8%	3,213 $574,000
Q1 2022 Apr 20, 2022	BUY	$182.83 - $229.87 $27,424 - $34,480	150 Added 3.89%	4,006 $893,000
Q4 2021 Jan 21, 2022	BUY	$188.94 - $214.25 $79,354 - $89,985	420 Added 12.22%	3,856 $798,000
Q3 2021 Oct 29, 2021	BUY	$189.84 - $221.66 $16,895 - $19,727	89 Added 2.66%	3,436 $660,000
Q1 2021 Apr 29, 2021	BUY	$180.63 - $233.63 $30,345 - $39,249	168 Added 5.28%	3,347 $776,000
Q4 2020 Feb 12, 2021	BUY	$146.71 - $182.21 $8,949 - $11,114	61 Added 1.96%	3,179 $579,000
Q3 2020 Nov 03, 2020	BUY	$125.73 - $153.87 $5,029 - $6,154	40 Added 1.3%	3,118 $465,000
Q2 2020 Jul 27, 2020	BUY	$104.48 - $137.72 $55,374 - $72,991	530 Added 20.8%	3,078 $389,000
Q1 2020 May 11, 2020	SELL	$91.85 - $150.53 $37,934 - $62,168	-413 Reduced 13.95%	2,548 $295,000
Q4 2019 Feb 07, 2020	BUY	$117.97 - $148.5 $111,835 - $140,778	948 Added 47.09%	2,961 $437,000
Q3 2019 Oct 31, 2019	BUY	$113.38 - $139.64 $61,792 - $76,103	545 Added 37.13%	2,013 $254,000
Q2 2019 Aug 06, 2019	BUY	$119.81 - $143.36 $175,881 - $210,452	1,468 New	1,468 $200,000
Q4 2018 Mar 01, 2019	SELL	$112.34 - $158.22 $165,252 - $232,741	-1,471 Closed	0 $0
Q3 2018 Feb 28, 2019	BUY	$132.02 - $156.38 $194,201 - $230,034	1,471 New	1,471 $225,000

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

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Account

Pinnacle Wealth Planning Services, Inc. Caterpillar Inc Transaction History