Tritonpoint Wealth, LLC CATERPILLAR INC Transaction History

Tritonpoint Wealth, LLC

  • $1.08 Trillion
  • Q2 2025
Number of Shares
122,833
Previous 123,447 0.5%
Holding current value
$4.07 Billion
Previous $3.89 Billion 4.62%
% of portfolio
0.38%
Previous 0.37%

Shares

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

Jul 17, 2025
SELL
N/A
-614 Reduced 0.5%
122,833 $4.07 Billion
Q1 2025

Apr 16, 2025
SELL
N/A
-421 Reduced 0.34%
123,447 $3.89 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
123,868 New
123,868 $4.1 Billion
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