Rmr Wealth Builders Caterpillar Inc Transaction History

Rmr Wealth Builders

$1.08 Billion
Q2 2025

A detailed history of Rmr Wealth Builders transactions in Caterpillar Inc stock. As of the latest transaction made, Rmr Wealth Builders holds 1,292 shares of CAT stock, worth $643,222. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,292

Previous 1,529 15.5%

Holding current value

$643,222

Previous $504,000 0.6%

% of portfolio

0.05%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$273.94 - $388.21 $64,923 - $92,005	-237 Reduced 15.5%	1,292 $501,000
Q1 2025 Apr 16, 2025	BUY	$326.75 - $407.63 $17,644 - $22,012	54 Added 3.66%	1,529 $504,000
Q4 2024 Jan 10, 2025	BUY	$360.37 - $416.88 $21,622 - $25,012	60 Added 4.24%	1,475 $535,000
Q3 2024 Oct 21, 2024	SELL	$316.8 - $391.12 $206,870 - $255,401	-653 Reduced 31.58%	1,415 $553,000
Q2 2024 Jul 23, 2024	SELL	$321.47 - $379.3 $91,297 - $107,721	-284 Reduced 12.07%	2,068 $688,000
Q1 2024 Apr 15, 2024	BUY	$278.63 - $366.43 $6,129 - $8,061	22 Added 0.94%	2,352 $861,000
Q4 2023 Feb 06, 2024	SELL	$226.05 - $298.12 $11,302 - $14,906	-50 Reduced 2.1%	2,330 $688,000
Q3 2023 Oct 23, 2023	BUY	$240.58 - $288.65 $2,646 - $3,175	11 Added 0.46%	2,380 $649,000
Q2 2023 Jul 21, 2023	SELL	$205.75 - $247.67 $3,703 - $4,458	-18 Reduced 0.75%	2,369 $582,000
Q1 2023 Apr 11, 2023	BUY	$215.01 - $264.54 $42,571 - $52,378	198 Added 9.05%	2,387 $546,000
Q4 2022 Feb 15, 2023	BUY	$171.23 - $243.14 $374,822 - $532,233	2,189 New	2,189 $524,000
Q3 2022 Nov 08, 2022	BUY	$162.44 - $198.25 $81,544 - $99,521	502 Added 29.77%	2,188 $359,000
Q2 2022 Aug 02, 2022	SELL	$178.67 - $235.08 $16,973 - $22,332	-95 Reduced 5.33%	1,686 $301,000
Q1 2022 May 13, 2022	BUY	$182.83 - $229.87 $67,464 - $84,822	369 Added 26.13%	1,781 $397,000
Q4 2021 Feb 02, 2022	SELL	$188.94 - $214.25 $49,880 - $56,562	-264 Reduced 15.75%	1,412 $292,000
Q3 2021 Oct 18, 2021	BUY	$189.84 - $221.66 $379 - $443	2 Added 0.12%	1,676 $322,000
Q2 2021 Aug 16, 2021	BUY	$208.86 - $244.79 $12,531 - $14,687	60 Added 3.72%	1,674 $364,000
Q1 2021 May 13, 2021	BUY	$180.63 - $233.63 $47,866 - $61,911	265 Added 19.64%	1,614 $374,000
Q4 2020 Feb 26, 2021	BUY	$146.71 - $182.21 $167,396 - $207,901	1,141 Added 548.56%	1,349 $246,000
Q4 2020 Feb 09, 2021	SELL	$146.71 - $182.21 $190,282 - $236,326	-1,297 Reduced 86.18%	208 $246,000
Q3 2020 Nov 13, 2020	BUY	$125.73 - $153.87 $145,343 - $177,873	1,156 Added 331.23%	1,505 $224,000
Q2 2020 Aug 19, 2020	SELL	$104.48 - $137.72 $36,568 - $48,202	-350 Reduced 50.07%	349 $44,000
Q4 2019 Mar 03, 2020	BUY	$117.97 - $148.5 $82,461 - $103,801	699 New	699 $103,000

Others Institutions Holding CAT

# of Institutions

3,436

Shares Held

336M

Call Options Held

6.67M

Put Options Held

7.2M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $263B
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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Rmr Wealth Builders Caterpillar Inc Transaction History