Visionary Wealth Advisors Caterpillar Inc Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Visionary Wealth Advisors holds 2,552 shares of CAT stock, worth $915,070. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,552

Previous 2,612 2.3%

Holding current value

$915,070

Previous $947,000 11.19%

% of portfolio

0.05%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$326.75 - $407.63 $19,605 - $24,457	-60 Reduced 2.3%	2,552 $841,000
Q4 2024 Feb 13, 2025	SELL	$360.37 - $416.88 $29,550 - $34,184	-82 Reduced 3.04%	2,612 $947,000
Q3 2024 Nov 12, 2024	SELL	$316.8 - $391.12 $93,772 - $115,771	-296 Reduced 9.9%	2,694 $1.05 Million
Q2 2024 Aug 13, 2024	SELL	$321.47 - $379.3 $28,610 - $33,757	-89 Reduced 2.89%	2,990 $995,000
Q1 2024 May 15, 2024	SELL	$278.63 - $366.43 $60,184 - $79,148	-216 Reduced 6.56%	3,079 $1.13 Million
Q4 2023 Feb 14, 2024	BUY	$226.05 - $298.12 $22,831 - $30,110	101 Added 3.16%	3,295 $974,000
Q3 2023 Nov 13, 2023	SELL	$240.58 - $288.65 $16,359 - $19,628	-68 Reduced 2.08%	3,194 $871,000
Q2 2023 Aug 11, 2023	SELL	$205.75 - $247.67 $108,841 - $131,017	-529 Reduced 13.95%	3,262 $802,000
Q1 2023 May 15, 2023	SELL	$215.01 - $264.54 $25,156 - $30,951	-117 Reduced 2.99%	3,791 $867,000
Q4 2022 Feb 13, 2023	BUY	$171.23 - $243.14 $146,744 - $208,370	857 Added 28.09%	3,908 $936,000
Q3 2022 Nov 14, 2022	SELL	$162.44 - $198.25 $36,386 - $44,408	-224 Reduced 6.84%	3,051 $501,000
Q2 2022 Aug 12, 2022	SELL	$178.67 - $235.08 $140,613 - $185,007	-787 Reduced 19.37%	3,275 $585,000
Q1 2022 May 12, 2022	BUY	$182.83 - $229.87 $40,405 - $50,801	221 Added 5.75%	4,062 $905,000
Q4 2021 Feb 14, 2022	BUY	$188.94 - $214.25 $5,101 - $5,784	27 Added 0.71%	3,841 $794,000
Q3 2021 Nov 12, 2021	BUY	$189.84 - $221.66 $66,633 - $77,802	351 Added 10.14%	3,814 $732,000
Q2 2021 Aug 13, 2021	SELL	$208.86 - $244.79 $125,733 - $147,363	-602 Reduced 14.81%	3,463 $754,000
Q1 2021 May 18, 2021	SELL	$180.63 - $233.63 $13,908 - $17,989	-77 Reduced 1.86%	4,065 $942,000
Q4 2020 Feb 16, 2021	SELL	$146.71 - $182.21 $148,763 - $184,760	-1,014 Reduced 19.67%	4,142 $754,000
Q3 2020 Nov 16, 2020	BUY	$125.73 - $153.87 $77,072 - $94,322	613 Added 13.49%	5,156 $769,000
Q2 2020 Aug 14, 2020	BUY	$104.48 - $137.72 $417 - $550	4 Added 0.09%	4,543 $575,000
Q1 2020 May 15, 2020	SELL	$91.85 - $150.53 $6,521 - $10,687	-71 Reduced 1.54%	4,539 $527,000
Q4 2019 Feb 14, 2020	BUY	$117.97 - $148.5 $543,841 - $684,585	4,610 New	4,610 $681,000

Others Institutions Holding CAT

# of Institutions

3,268

Shares Held

332M

Call Options Held

6.85M

Put Options Held

6.13M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $189B
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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Visionary Wealth Advisors Caterpillar Inc Transaction History