Wolff Financial Management LLC Caterpillar Inc Transaction History

Wolff Financial Management LLC

$360 Million
Q4 2024

A detailed history of Wolff Financial Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wolff Financial Management LLC holds 5,002 shares of CAT stock, worth $1.77 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

5,002

Previous 5,014 0.24%

Holding current value

$1.77 Million

Previous $1.96 Million 7.45%

% of portfolio

0.5%

Previous 0.53%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$360.37 - $416.88 $4,324 - $5,002	-12 Reduced 0.24%	5,002 $1.82 Million
Q3 2024 Oct 24, 2024	BUY	$316.8 - $391.12 $1.59 Million - $1.96 Million	5,014 New	5,014 $1.96 Million
Q1 2024 Apr 24, 2024	SELL	$278.63 - $366.43 $13,374 - $17,588	-48 Reduced 0.94%	5,065 $1.86 Million
Q4 2023 Jan 25, 2024	SELL	$226.05 - $298.12 $3,842 - $5,068	-17 Reduced 0.33%	5,113 $1.51 Million
Q3 2023 Oct 30, 2023	BUY	$240.58 - $288.65 $1.23 Million - $1.48 Million	5,130 New	5,130 $1.4 Million
Q4 2022 Feb 06, 2023	SELL	$171.23 - $243.14 $35,102 - $49,843	-205 Reduced 3.84%	5,130 $1.23 Million
Q3 2022 Oct 31, 2022	SELL	$162.44 - $198.25 $4,548 - $5,551	-28 Reduced 0.52%	5,335 $875,000
Q2 2022 Aug 05, 2022	SELL	$178.67 - $235.08 $8,933 - $11,754	-50 Reduced 0.92%	5,363 $959,000
Q4 2021 Feb 08, 2022	BUY	$188.94 - $214.25 $1.02 Million - $1.16 Million	5,413 New	5,413 $1.12 Million
Q3 2021 Nov 12, 2021	SELL	$189.84 - $221.66 $1.03 Million - $1.2 Million	-5,413 Closed	0 $0
Q3 2020 Oct 23, 2020	SELL	$125.73 - $153.87 $4,777 - $5,847	-38 Reduced 0.7%	5,413 $807,000
Q1 2020 Apr 15, 2020	BUY	$91.85 - $150.53 $13,318 - $21,826	145 Added 2.73%	5,451 $633,000
Q4 2019 Jan 23, 2020	BUY	$117.97 - $148.5 $14,628 - $18,414	124 Added 2.39%	5,306 $784,000
Q2 2019 Jul 24, 2019	SELL	$119.81 - $143.36 $7,548 - $9,031	-63 Reduced 1.2%	5,182 $706,000
Q4 2018 Feb 13, 2019	BUY	$112.34 - $158.22 $589,223 - $829,863	5,245 New	5,245 $666,000

Others Institutions Holding CAT

# of Institutions

3,262

Shares Held

340M

Call Options Held

5.76M

Put Options Held

7.97M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $187B
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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Wolff Financial Management LLC Caterpillar Inc Transaction History