Triangle Securities Wealth Management Caterpillar Inc Transaction History

Triangle Securities Wealth Management

  • $412 Million
  • Q3 2025

A detailed history of Triangle Securities Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Triangle Securities Wealth Management holds 6,977 shares of CAT stock, worth $3.66 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
6,977
Previous 6,151 13.43%
Holding current value
$3.66 Million
Previous $2.39 Million 39.46%
% of portfolio
0.81%
Previous 0.63%

Shares

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

Oct 15, 2025
BUY
$390.92 - $477.15 $322,899 - $394,125
826 Added 13.43%
6,977 $3.33 Million
Q2 2025

Jul 10, 2025
SELL
$273.94 - $388.21 $196,688 - $278,734
-718 Reduced 10.45%
6,151 $2.39 Million
Q1 2025

Apr 10, 2025
BUY
$326.75 - $407.63 $65,676 - $81,933
201 Added 3.01%
6,869 $2.27 Million
Q4 2024

Jan 15, 2025
SELL
$360.37 - $416.88 $111,354 - $128,815
-309 Reduced 4.43%
6,668 $2.42 Million
Q3 2024

Nov 14, 2024
SELL
$316.8 - $391.12 $31,996 - $39,503
-101 Reduced 1.43%
6,977 $2.73 Million
Q2 2024

Jul 10, 2024
SELL
$321.47 - $379.3 $11,894 - $14,034
-37 Reduced 0.52%
7,078 $2.36 Million
Q1 2024

Apr 10, 2024
SELL
$278.63 - $366.43 $21,454 - $28,215
-77 Reduced 1.07%
7,115 $2.61 Million
Q4 2023

Jan 10, 2024
SELL
$226.05 - $298.12 $4,973 - $6,558
-22 Reduced 0.3%
7,192 $2.13 Million
Q3 2023

Oct 10, 2023
BUY
$240.58 - $288.65 $7,217 - $8,659
30 Added 0.42%
7,214 $1.97 Million
Q2 2023

Jul 13, 2023
SELL
$205.75 - $247.67 $39,092 - $47,057
-190 Reduced 2.58%
7,184 $1.77 Million
Q1 2023

Apr 20, 2023
SELL
$215.01 - $264.54 $170,072 - $209,251
-791 Reduced 9.69%
7,374 $1.69 Million
Q4 2022

Jan 11, 2023
SELL
$171.23 - $243.14 $21,403 - $30,392
-125 Reduced 1.51%
8,165 $0
Q3 2022

Oct 19, 2022
SELL
$162.44 - $198.25 $40,772 - $49,760
-251 Reduced 2.94%
8,290 $1.36 Million
Q2 2022

Jul 11, 2022
BUY
$178.67 - $235.08 $2,322 - $3,056
13 Added 0.15%
8,541 $1.53 Million
Q1 2022

Apr 13, 2022
SELL
$182.83 - $229.87 $51,558 - $64,823
-282 Reduced 3.2%
8,528 $1.9 Million
Q4 2021

Jan 14, 2022
SELL
$188.94 - $214.25 $13,225 - $14,997
-70 Reduced 0.79%
8,810 $1.82 Million
Q3 2021

Oct 14, 2021
SELL
$189.84 - $221.66 $8,352 - $9,753
-44 Reduced 0.49%
8,880 $1.71 Million
Q2 2021

Jul 12, 2021
SELL
$208.86 - $244.79 $144,948 - $169,884
-694 Reduced 7.22%
8,924 $1.94 Million
Q1 2021

Apr 12, 2021
SELL
$180.63 - $233.63 $63,762 - $82,471
-353 Reduced 3.54%
9,618 $2.23 Million
Q4 2020

Jan 11, 2021
SELL
$146.71 - $182.21 $29,195 - $36,259
-199 Reduced 1.96%
9,971 $1.82 Million
Q3 2020

Oct 09, 2020
SELL
$125.73 - $153.87 $30,300 - $37,082
-241 Reduced 2.31%
10,170 $1.52 Million
Q2 2020

Jul 08, 2020
BUY
$104.48 - $137.72 $92,778 - $122,295
888 Added 9.32%
10,411 $1.32 Million
Q1 2020

Apr 06, 2020
BUY
$91.85 - $150.53 $51,436 - $84,296
560 Added 6.25%
9,523 $1.11 Million
Q4 2019

Jan 09, 2020
BUY
$117.97 - $148.5 $10,381 - $13,068
88 Added 0.99%
8,963 $1.32 Million
Q3 2019

Oct 15, 2019
BUY
$113.38 - $139.64 $26,757 - $32,955
236 Added 2.73%
8,875 $1.12 Million
Q2 2019

Jul 10, 2019
BUY
$119.81 - $143.36 $89,857 - $107,520
750 Added 9.51%
8,639 $1.17 Million
Q1 2019

Apr 08, 2019
SELL
$121.51 - $141.41 $25,517 - $29,696
-210 Reduced 2.59%
7,889 $1.07 Million
Q4 2018

Jan 17, 2019
BUY
$112.34 - $158.22 $581,921 - $819,579
5,180 Added 177.46%
8,099 $1.03 Million
Q3 2018

Oct 04, 2018
SELL
$132.02 - $156.38 $12,541 - $14,856
-95 Reduced 3.15%
2,919 $445,000
Q2 2018

Jul 12, 2018
SELL
$134.61 - $158.92 $9,422 - $11,124
-70 Reduced 2.27%
3,014 $409,000
Q1 2018

Apr 11, 2018
SELL
$144.29 - $170.89 $20,200 - $23,924
-140 Reduced 4.34%
3,084 $455,000
Q4 2017

Jan 10, 2018
SELL
$124.72 - $158.42 $6,236 - $7,920
-50 Reduced 1.53%
3,224 $508,000
Q3 2017

Oct 11, 2017
BUY
$112.85 - $125.23 $369,470 - $410,003
3,274
3,274 $408,000

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
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