Stratos Wealth Partners, Ltd. Caterpillar Inc Transaction History

Stratos Wealth Partners, Ltd.

  • $7.06 Billion
  • Q2 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 17,247 shares of CAT stock, worth $9.33 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,247
Previous 17,041 1.21%
Holding current value
$9.33 Million
Previous $5.62 Million 19.13%
% of portfolio
0.09%
Previous 0.09%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$273.94 - $388.21 $56,431 - $79,971
206 Added 1.21%
17,247 $6.7 Million
Q1 2025

Apr 30, 2025
SELL
$326.75 - $407.63 $1.38 Million - $1.72 Million
-4,222 Reduced 19.86%
17,041 $5.62 Million
Q4 2024

Jan 27, 2025
BUY
$360.37 - $416.88 $241,087 - $278,892
669 Added 3.25%
21,263 $7.71 Million
Q3 2024

Oct 17, 2024
BUY
$316.8 - $391.12 $934,560 - $1.15 Million
2,950 Added 16.72%
20,594 $8.05 Million
Q2 2024

Jul 24, 2024
BUY
$321.47 - $379.3 $442,664 - $522,296
1,377 Added 8.46%
17,644 $5.88 Million
Q1 2024

Apr 16, 2024
BUY
$278.63 - $366.43 $350,237 - $460,602
1,257 Added 8.37%
16,267 $5.96 Million
Q4 2023

Jan 24, 2024
BUY
$226.05 - $298.12 $285,953 - $377,121
1,265 Added 9.2%
15,010 $4.44 Million
Q3 2023

Oct 24, 2023
BUY
$240.58 - $288.65 $272,817 - $327,329
1,134 Added 8.99%
13,745 $3.75 Million
Q2 2023

Jul 18, 2023
SELL
$205.75 - $247.67 $99,171 - $119,376
-482 Reduced 3.68%
12,611 $3.1 Million
Q1 2023

Apr 27, 2023
SELL
$215.01 - $264.54 $101,484 - $124,862
-472 Reduced 3.48%
13,093 $3 Million
Q4 2022

Jan 19, 2023
BUY
$171.23 - $243.14 $14,554 - $20,666
85 Added 0.63%
13,565 $0
Q3 2022

Oct 24, 2022
SELL
$162.44 - $198.25 $307,823 - $375,683
-1,895 Reduced 12.33%
13,480 $2.21 Million
Q2 2022

Jul 22, 2022
SELL
$178.67 - $235.08 $41,987 - $55,243
-235 Reduced 1.51%
15,375 $2.75 Million
Q1 2022

Apr 26, 2022
BUY
$182.83 - $229.87 $27,241 - $34,250
149 Added 0.96%
15,610 $3.48 Million
Q4 2021

Jan 14, 2022
BUY
$188.94 - $214.25 $139,437 - $158,116
738 Added 5.01%
15,461 $3.2 Million
Q3 2021

Oct 19, 2021
SELL
$189.84 - $221.66 $45,561 - $53,198
-240 Reduced 1.6%
14,723 $2.83 Million
Q2 2021

Jul 19, 2021
SELL
$208.86 - $244.79 $79,157 - $92,775
-379 Reduced 2.47%
14,963 $3.26 Million
Q1 2021

Apr 27, 2021
BUY
$180.63 - $233.63 $328,204 - $424,505
1,817 Added 13.43%
15,342 $3.56 Million
Q4 2020

Jan 29, 2021
BUY
$146.71 - $182.21 $31,542 - $39,175
215 Added 1.62%
13,525 $2.46 Million
Q3 2020

Oct 29, 2020
SELL
$125.73 - $153.87 $78,581 - $96,168
-625 Reduced 4.49%
13,310 $1.99 Million
Q2 2020

Jul 28, 2020
SELL
$104.48 - $137.72 $1.17 Million - $1.54 Million
-11,169 Reduced 44.49%
13,935 $1.76 Million
Q1 2020

May 04, 2020
SELL
$91.85 - $150.53 $395,138 - $647,580
-4,302 Reduced 14.63%
25,104 $2.91 Million
Q4 2019

Jan 29, 2020
SELL
$117.97 - $148.5 $220,957 - $278,140
-1,873 Reduced 5.99%
29,406 $4.34 Million
Q3 2019

Nov 12, 2019
SELL
$113.38 - $139.64 $3.54 Million - $4.37 Million
-31,264 Reduced 98.27%
549 $4.91 Million
Q3 2019

Nov 12, 2019
BUY
$113.38 - $139.64 $3.48 Million - $4.29 Million
30,730 Added 5597.45%
31,279 $3.95 Million
Q2 2019

Aug 06, 2019
BUY
$119.81 - $143.36 $81,830 - $97,914
683 Added 2.19%
31,813 $4.34 Million
Q1 2019

May 07, 2019
SELL
$121.51 - $141.41 $20,413 - $23,756
-168 Reduced 0.54%
31,130 $4.22 Million
Q4 2018

Feb 08, 2019
SELL
$112.34 - $158.22 $134,920 - $190,022
-1,201 Reduced 3.7%
31,298 $3.98 Million
Q3 2018

Nov 02, 2018
SELL
$132.02 - $156.38 $622,210 - $737,018
-4,713 Reduced 12.67%
32,499 $4.96 Million
Q2 2018

Aug 13, 2018
BUY
$134.61 - $158.92 $1.98 Million - $2.33 Million
14,673 Added 65.1%
37,212 $5.05 Million
Q1 2018

May 10, 2018
SELL
$144.29 - $170.89 $385,687 - $456,788
-2,673 Reduced 10.6%
22,539 $3.32 Million
Q4 2017

Feb 09, 2018
SELL
$124.72 - $158.42 $26,565 - $33,743
-213 Reduced 0.84%
25,212 $3.97 Million
Q3 2017

Nov 07, 2017
BUY
$112.85 - $125.23 $2.87 Million - $3.18 Million
25,425
25,425 $3.17 Million

Others Institutions Holding CAT

# of Institutions
3,467
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 $286B
  • 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
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