Triangle Securities Wealth Management Caterpillar Inc Transaction History

Triangle Securities Wealth Management

$380 Million
Q2 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 6,151 shares of CAT stock, worth $2.63 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

6,151

Previous 6,869 10.45%

Holding current value

$2.63 Million

Previous $2.27 Million 5.39%

% of portfolio

0.63%

Previous 0.61%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,357

Shares Held

335M

Call Options Held

6.94M

Put Options Held

6.24M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $226B
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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Triangle Securities Wealth Management Caterpillar Inc Transaction History