Wealth Architects, LLC Caterpillar Inc Transaction History

Wealth Architects, LLC

  • $846 Million
  • Q1 2025

A detailed history of Wealth Architects, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Architects, LLC holds 5,888 shares of CAT stock, worth $2.46 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,888
Previous 22,634 73.99%
Holding current value
$2.46 Million
Previous $7.46 Million 74.0%
% of portfolio
0.23%
Previous 0.04%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$326.75 - $407.63 $5.47 Million - $6.83 Million
-16,746 Reduced 73.99%
5,888 $1.94 Million
Q1 2025

May 12, 2025
BUY
$326.75 - $407.63 $6.04 Million - $7.54 Million
18,495 Added 446.85%
22,634 $7.46 Million
Q4 2024

Feb 10, 2025
BUY
$360.37 - $416.88 $226,312 - $261,800
628 Added 17.89%
4,139 $1.5 Million
Q3 2024

Oct 31, 2024
SELL
$316.8 - $391.12 $2,534 - $3,128
-8 Reduced 0.23%
3,511 $1.37 Million
Q2 2024

Aug 08, 2024
SELL
$321.47 - $379.3 $642 - $758
-2 Reduced 0.06%
3,519 $1.17 Million
Q1 2024

May 13, 2024
BUY
$278.63 - $366.43 $2,229 - $2,931
8 Added 0.23%
3,521 $1.29 Million
Q4 2023

Feb 14, 2024
BUY
$226.05 - $298.12 $6,781 - $8,943
30 Added 0.86%
3,513 $1.04 Million
Q3 2023

Nov 09, 2023
BUY
$240.58 - $288.65 $21,171 - $25,401
88 Added 2.59%
3,483 $950,000
Q1 2023

Apr 21, 2023
BUY
$215.01 - $264.54 $860 - $1,058
4 Added 0.12%
3,395 $776,000
Q4 2022

Feb 09, 2023
SELL
$171.23 - $243.14 $6,164 - $8,753
-36 Reduced 1.05%
3,391 $812,000
Q3 2022

Oct 24, 2022
SELL
$162.44 - $198.25 $21,117 - $25,772
-130 Reduced 3.65%
3,427 $562,000
Q2 2022

Jul 29, 2022
BUY
$178.67 - $235.08 $2,680 - $3,526
15 Added 0.42%
3,557 $636,000
Q1 2022

May 17, 2022
BUY
$182.83 - $229.87 $18,648 - $23,446
102 Added 2.97%
3,542 $789,000
Q4 2021

Jan 19, 2022
BUY
$188.94 - $214.25 $18,327 - $20,782
97 Added 2.9%
3,440 $711,000
Q3 2021

Nov 09, 2021
BUY
$189.84 - $221.66 $16,705 - $19,506
88 Added 2.7%
3,343 $641,000
Q2 2021

Aug 09, 2021
SELL
$208.86 - $244.79 $18,170 - $21,296
-87 Reduced 2.6%
3,255 $708,000
Q1 2021

Apr 29, 2021
BUY
$180.63 - $233.63 $93,566 - $121,020
518 Added 18.34%
3,342 $775,000
Q4 2020

Jan 28, 2021
BUY
$146.71 - $182.21 $13,057 - $16,216
89 Added 3.25%
2,824 $514,000
Q3 2020

Nov 09, 2020
BUY
$125.73 - $153.87 $12,573 - $15,387
100 Added 3.8%
2,735 $408,000
Q2 2020

Aug 14, 2020
BUY
$104.48 - $137.72 $417 - $550
4 Added 0.15%
2,635 $333,000
Q1 2020

Apr 23, 2020
SELL
$91.85 - $150.53 $16,900 - $27,697
-184 Reduced 6.54%
2,631 $305,000
Q4 2019

Jan 28, 2020
SELL
$117.97 - $148.5 $1,769 - $2,227
-15 Reduced 0.53%
2,815 $416,000
Q3 2019

Oct 23, 2019
SELL
$113.38 - $139.64 $7,596 - $9,355
-67 Reduced 2.31%
2,830 $358,000
Q2 2019

Jul 12, 2019
BUY
$119.81 - $143.36 $27,556 - $32,972
230 Added 8.62%
2,897 $395,000
Q1 2019

May 01, 2019
BUY
$121.51 - $141.41 $12,151 - $14,141
100 Added 3.9%
2,667 $361,000
Q4 2018

Jan 17, 2019
SELL
$112.34 - $158.22 $16,513 - $23,258
-147 Reduced 5.42%
2,567 $326,000
Q3 2018

Oct 04, 2018
BUY
$132.02 - $156.38 $2,772 - $3,283
21 Added 0.78%
2,714 $414,000
Q2 2018

Jul 19, 2018
BUY
$134.61 - $158.92 $24,902 - $29,400
185 Added 7.38%
2,693 $365,000
Q1 2018

Apr 13, 2018
BUY
$144.29 - $170.89 $2,308 - $2,734
16 Added 0.64%
2,508 $370,000
Q4 2017

Jan 31, 2018
SELL
$124.72 - $158.42 $3,991 - $5,069
-32 Reduced 1.27%
2,492 $393,000
Q3 2017

Nov 08, 2017
BUY
$112.85 - $125.23 $225 - $250
2 Added 0.08%
2,524 $315,000
Q2 2017

Aug 10, 2017
BUY
N/A
2,522
2,522 $271,000

Others Institutions Holding CAT

# of Institutions
3,305
Shares Held
329M
Call Options Held
6.85M
Put Options Held
6.12M
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 $221B
  • 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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