A detailed history of Moss Adams Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 1,102 shares of CAT stock, worth $423,674. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,102
Previous 992 11.09%
Holding current value
$423,674
Previous $330 Million 30.44%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$316.8 - $391.12 $34,848 - $43,023
110 Added 11.09%
1,102 $431 Million
Q2 2024

Jul 23, 2024

BUY
$321.47 - $379.3 $71,044 - $83,825
221 Added 28.66%
992 $330 Million
Q1 2024

May 07, 2024

SELL
$278.63 - $366.43 $91,947 - $120,921
-330 Reduced 29.97%
771 $283 Million
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $47,470 - $62,605
210 Added 23.57%
1,101 $326 Million
Q3 2023

Dec 20, 2023

BUY
$240.58 - $288.65 $214,356 - $257,187
891 New
891 $243 Million

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 $203B
  • 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
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.