Soa Wealth Advisors, Llc. Caterpillar Inc Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Caterpillar Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 800 shares of CAT stock, worth $419,720. This represents 0.04% of its overall portfolio holdings.

Number of Shares
800
Previous 745 7.38%
Holding current value
$419,720
Previous $289,000 31.83%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 21, 2025
BUY
$390.92 - $477.15 $21,500 - $26,243
55 Added 7.38%
800 $381,000
Q2 2025

Jul 18, 2025
BUY
$273.94 - $388.21 $117,794 - $166,930
430 Added 136.51%
745 $289,000
Q1 2025

Apr 14, 2025
BUY
$326.75 - $407.63 $26,793 - $33,425
82 Added 35.19%
315 $103,000
Q4 2024

Jan 28, 2025
BUY
$360.37 - $416.88 $27,748 - $32,099
77 Added 49.36%
233 $84,000
Q3 2024

Oct 08, 2024
BUY
$316.8 - $391.12 $15,840 - $19,556
50 Added 47.17%
156 $61,000
Q2 2024

Jul 17, 2024
SELL
$321.47 - $379.3 $964 - $1,137
-3 Reduced 2.75%
106 $35,000
Q1 2024

Apr 10, 2024
BUY
$278.63 - $366.43 $1,114 - $1,465
4 Added 3.81%
109 $39,000
Q4 2023

Jan 10, 2024
SELL
$226.05 - $298.12 $22,378 - $29,513
-99 Reduced 48.53%
105 $31,000
Q3 2023

Oct 10, 2023
SELL
$240.58 - $288.65 $53,168 - $63,791
-221 Reduced 52.0%
204 $55,000
Q2 2023

Jul 07, 2023
BUY
$205.75 - $247.67 $38,475 - $46,314
187 Added 78.57%
425 $104,000
Q1 2023

Apr 28, 2023
SELL
$215.01 - $264.54 $21,070 - $25,924
-98 Reduced 29.17%
238 $54,000
Q4 2022

Jan 10, 2023
BUY
$171.23 - $243.14 $342 - $486
2 Added 0.6%
336 $0
Q3 2022

Oct 07, 2022
BUY
$162.44 - $198.25 $324 - $396
2 Added 0.6%
334 $54,000
Q2 2022

Jul 13, 2022
SELL
$178.67 - $235.08 $18,581 - $24,448
-104 Reduced 23.85%
332 $59,000
Q1 2022

Apr 07, 2022
BUY
$182.83 - $229.87 $365 - $459
2 Added 0.46%
436 $97,000
Q4 2021

Jan 13, 2022
BUY
$188.94 - $214.25 $377 - $428
2 Added 0.46%
434 $89,000
Q3 2021

Oct 12, 2021
BUY
$189.84 - $221.66 $379 - $443
2 Added 0.47%
432 $83,000
Q2 2021

Jul 14, 2021
BUY
$208.86 - $244.79 $626 - $734
3 Added 0.7%
430 $93,000
Q1 2021

Apr 26, 2021
BUY
$180.63 - $233.63 $180 - $233
1 Added 0.23%
427 $99,000
Q4 2020

Mar 10, 2021
BUY
$146.71 - $182.21 $62,498 - $77,621
426 New
426 $84,000

Others Institutions Holding CAT

# of Institutions
3,495
Shares Held
336M
Call Options Held
6.66M
Put Options Held
7.18M
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 $277B
  • 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 Soa Wealth Advisors, Llc. Portfolio

Follow Soa 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email