A detailed history of Triangle Securities Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Triangle Securities Wealth Management holds 7,078 shares of CAT stock, worth $2.33 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
7,078
Previous 7,115 0.52%
Holding current value
$2.33 Million
Previous $2.61 Million 9.59%
% of portfolio
0.68%
Previous 0.75%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $174B
  • 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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