Spire Wealth Management Caterpillar Inc Transaction History

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025

A detailed history of Spire Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Spire Wealth Management holds 14,916 shares of CAT stock, worth $5.35 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,916
Previous 12,917 15.48%
Holding current value
$5.35 Million
Previous $4.69 Million 4.99%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Apr 23, 2025
BUY
$326.75 - $407.63 $653,173 - $814,852
1,999 Added 15.48%
14,916 $4.92 Million
Q4 2024

Jan 24, 2025
SELL
$360.37 - $416.88 $1.18 Million - $1.36 Million
-3,261 Reduced 20.16%
12,917 $4.69 Million
Q3 2024

Oct 15, 2024
BUY
$316.8 - $391.12 $1.42 Million - $1.75 Million
4,484 Added 38.34%
16,178 $6.33 Million
Q2 2024

Jul 31, 2024
SELL
$321.47 - $379.3 $734,880 - $867,079
-2,286 Reduced 16.35%
11,694 $3.9 Million
Q1 2024

Apr 24, 2024
BUY
$278.63 - $366.43 $72,165 - $94,905
259 Added 1.89%
13,980 $5.12 Million
Q4 2023

Feb 06, 2024
BUY
$226.05 - $298.12 $241,421 - $318,392
1,068 Added 8.44%
13,721 $4.06 Million
Q3 2023

Nov 08, 2023
BUY
$240.58 - $288.65 $454,696 - $545,548
1,890 Added 17.56%
12,653 $3.45 Million
Q2 2023

Aug 09, 2023
SELL
$205.75 - $247.67 $112,751 - $135,723
-548 Reduced 4.84%
10,763 $2.65 Million
Q1 2023

May 09, 2023
BUY
$215.01 - $264.54 $525,054 - $646,006
2,442 Added 27.53%
11,311 $2.59 Million
Q4 2022

Feb 03, 2023
SELL
$171.23 - $243.14 $49,143 - $69,781
-287 Reduced 3.13%
8,869 $2.13 Million
Q3 2022

Nov 07, 2022
SELL
$162.44 - $198.25 $486,507 - $593,758
-2,995 Reduced 24.65%
9,156 $1.5 Million
Q2 2022

Jul 22, 2022
SELL
$178.67 - $235.08 $572,280 - $752,961
-3,203 Reduced 20.86%
12,151 $2.17 Million
Q1 2022

Apr 18, 2022
SELL
$182.83 - $229.87 $654,897 - $823,394
-3,582 Reduced 18.92%
15,354 $3.44 Million
Q4 2021

Jan 14, 2022
SELL
$188.94 - $214.25 $201,787 - $228,819
-1,068 Reduced 5.34%
18,936 $3.92 Million
Q3 2021

Oct 22, 2021
SELL
$189.84 - $221.66 $10.3 Million - $12 Million
-54,165 Reduced 73.03%
20,004 $3.84 Million
Q2 2021

Jul 26, 2021
BUY
$208.86 - $244.79 $311,410 - $364,981
1,491 Added 2.05%
74,169 $16.1 Million
Q1 2021

May 21, 2021
BUY
$180.63 - $233.63 $13.1 Million - $17 Million
72,678 New
72,678 $16.7 Million

Others Institutions Holding CAT

# of Institutions
3,269
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 Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email