River Wealth Advisors LLC Caterpillar Inc Transaction History

River Wealth Advisors LLC

  • $697 Million
  • Q1 2025

A detailed history of River Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, River Wealth Advisors LLC holds 6,087 shares of CAT stock, worth $2.18 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,087
Previous 6,253 2.65%
Holding current value
$2.18 Million
Previous $2.27 Million 11.51%
% of portfolio
0.29%
Previous 0.31%

Shares

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

May 14, 2025
SELL
$326.75 - $407.63 $54,240 - $67,666
-166 Reduced 2.65%
6,087 $2.01 Million
Q4 2024

Feb 13, 2025
SELL
$360.37 - $416.88 $18,018 - $20,844
-50 Reduced 0.79%
6,253 $2.27 Million
Q3 2024

Nov 12, 2024
SELL
$316.8 - $391.12 $31,046 - $38,329
-98 Reduced 1.53%
6,303 $2.47 Million
Q2 2024

Aug 13, 2024
BUY
$321.47 - $379.3 $55,614 - $65,618
173 Added 2.78%
6,401 $2.13 Million
Q1 2024

May 14, 2024
BUY
$278.63 - $366.43 $131,234 - $172,588
471 Added 8.18%
6,228 $2.28 Million
Q4 2023

Feb 13, 2024
SELL
$226.05 - $298.12 $64,198 - $84,666
-284 Reduced 4.7%
5,757 $1.7 Million
Q3 2023

Nov 13, 2023
SELL
$240.58 - $288.65 $9,623 - $11,546
-40 Reduced 0.66%
6,041 $1.65 Million
Q2 2023

Aug 09, 2023
SELL
$205.75 - $247.67 $20,575 - $24,767
-100 Reduced 1.62%
6,081 $1.5 Million
Q1 2023

May 11, 2023
SELL
$215.01 - $264.54 $25,156 - $30,951
-117 Reduced 1.86%
6,181 $1.41 Million
Q4 2022

Feb 10, 2023
SELL
$171.23 - $243.14 $34,074 - $48,384
-199 Reduced 3.06%
6,298 $1.51 Million
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $22,904 - $27,953
-141 Reduced 2.12%
6,497 $1.07 Million
Q2 2022

Aug 10, 2022
BUY
$178.67 - $235.08 $310,171 - $408,098
1,736 Added 35.41%
6,638 $1.19 Million
Q1 2022

May 09, 2022
BUY
$182.83 - $229.87 $36,566 - $45,974
200 Added 4.25%
4,902 $1.09 Million
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $566 - $642
3 Added 0.06%
4,702 $972,000
Q3 2021

Nov 12, 2021
SELL
$189.84 - $221.66 $6,454 - $7,536
-34 Reduced 0.72%
4,699 $902,000
Q2 2021

Aug 06, 2021
SELL
$208.86 - $244.79 $41,772 - $48,958
-200 Reduced 4.05%
4,733 $1.03 Million
Q1 2021

May 11, 2021
SELL
$180.63 - $233.63 $4,335 - $5,607
-24 Reduced 0.48%
4,933 $1.14 Million
Q4 2020

Feb 16, 2021
SELL
$146.71 - $182.21 $12,470 - $15,487
-85 Reduced 1.69%
4,957 $902,000
Q3 2020

Nov 10, 2020
SELL
$125.73 - $153.87 $502 - $615
-4 Reduced 0.08%
5,042 $752,000
Q2 2020

Aug 11, 2020
SELL
$104.48 - $137.72 $313 - $413
-3 Reduced 0.06%
5,046 $638,000
Q1 2020

May 05, 2020
SELL
$91.85 - $150.53 $1,653 - $2,709
-18 Reduced 0.36%
5,049 $586,000
Q4 2019

Feb 07, 2020
SELL
$117.97 - $148.5 $11,797 - $14,850
-100 Reduced 1.94%
5,067 $748,000
Q3 2019

Oct 29, 2019
BUY
$113.38 - $139.64 $8,843 - $10,891
78 Added 1.53%
5,167 $653,000
Q2 2019

Jul 30, 2019
BUY
$119.81 - $143.36 $14,616 - $17,489
122 Added 2.46%
5,089 $694,000
Q1 2019

May 07, 2019
BUY
$121.51 - $141.41 $15,796 - $18,383
130 Added 2.69%
4,967 $673,000
Q4 2018

Jan 25, 2019
BUY
$112.34 - $158.22 $3,931 - $5,537
35 Added 0.73%
4,837 $615,000
Q3 2018

Nov 09, 2018
SELL
$132.02 - $156.38 $40,926 - $48,477
-310 Reduced 6.06%
4,802 $732,000
Q2 2018

Aug 13, 2018
SELL
$134.61 - $158.92 $24,229 - $28,605
-180 Reduced 3.4%
5,112 $694,000
Q1 2018

May 02, 2018
BUY
$144.29 - $170.89 $223,649 - $264,879
1,550 Added 41.42%
5,292 $780,000
Q4 2017

Feb 09, 2018
SELL
$124.72 - $158.42 $12,472 - $15,841
-100 Reduced 2.6%
3,742 $590,000
Q3 2017

Nov 06, 2017
BUY
$112.85 - $125.23 $433,569 - $481,133
3,842
3,842 $479,000

Others Institutions Holding CAT

# of Institutions
3,270
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
Track This Portfolio

Track River Wealth Advisors LLC Portfolio

Follow River Wealth Advisors 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 River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email