A detailed history of 180 Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 3,773 shares of CAT stock, worth $1.43 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,773
Previous 3,867 2.43%
Holding current value
$1.43 Million
Previous $1.29 Million 14.52%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Oct 31, 2024

SELL
$316.8 - $391.12 $29,779 - $36,765
-94 Reduced 2.43%
3,773 $1.48 Million
Q2 2024

Jul 16, 2024

BUY
$321.47 - $379.3 $230,172 - $271,578
716 Added 22.72%
3,867 $1.29 Million
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $246,030 - $323,557
883 Added 38.93%
3,151 $1.15 Million
Q4 2023

Jan 24, 2024

SELL
$226.05 - $298.12 $3,164 - $4,173
-14 Reduced 0.61%
2,268 $670,000
Q3 2023

Oct 31, 2023

BUY
$240.58 - $288.65 $14,434 - $17,319
60 Added 2.7%
2,282 $622,000
Q2 2023

Jul 11, 2023

SELL
$205.75 - $247.67 $5,555 - $6,687
-27 Reduced 1.2%
2,222 $546,000
Q1 2023

Apr 07, 2023

SELL
$215.01 - $264.54 $6,665 - $8,200
-31 Reduced 1.36%
2,249 $514,000
Q4 2022

Feb 02, 2023

SELL
$171.23 - $243.14 $20,547 - $29,176
-120 Reduced 5.0%
2,280 $546,000
Q3 2022

Oct 12, 2022

BUY
$162.44 - $198.25 $4,873 - $5,947
30 Added 1.27%
2,400 $394,000
Q2 2022

Jul 11, 2022

SELL
$178.67 - $235.08 $6,253 - $8,227
-35 Reduced 1.46%
2,370 $423,000
Q1 2022

Apr 22, 2022

SELL
$182.83 - $229.87 $2,011 - $2,528
-11 Reduced 0.46%
2,405 $558,000
Q4 2021

Jan 26, 2022

BUY
$188.94 - $214.25 $4,912 - $5,570
26 Added 1.09%
2,416 $517,000
Q3 2021

Oct 28, 2021

BUY
$189.84 - $221.66 $31,703 - $37,017
167 Added 7.51%
2,390 $476,000
Q2 2021

Aug 13, 2021

BUY
$208.86 - $244.79 $34,253 - $40,145
164 Added 7.97%
2,223 $476,000
Q1 2021

May 25, 2021

SELL
$180.63 - $233.63 $8,670 - $11,214
-48 Reduced 2.28%
2,059 $489,000
Q4 2020

Jan 27, 2021

BUY
$146.71 - $182.21 $9,682 - $12,025
66 Added 3.23%
2,107 $409,000
Q3 2020

Oct 23, 2020

BUY
$125.73 - $153.87 $2,137 - $2,615
17 Added 0.84%
2,041 $345,000
Q2 2020

Jul 21, 2020

SELL
$104.48 - $137.72 $212,721 - $280,397
-2,036 Reduced 50.15%
2,024 $277,000
Q1 2020

Apr 09, 2020

SELL
$91.85 - $150.53 $8,266 - $13,547
-90 Reduced 2.17%
4,060 $474,000
Q4 2019

Jan 17, 2020

BUY
$117.97 - $148.5 $229,923 - $289,426
1,949 Added 88.55%
4,150 $604,000
Q3 2019

Oct 22, 2019

BUY
$113.38 - $139.64 $7,142 - $8,797
63 Added 2.95%
2,201 $283,000
Q1 2019

May 14, 2019

BUY
$121.51 - $141.41 $56,016 - $65,190
461 Added 27.49%
2,138 $286,000
Q3 2018

Nov 14, 2018

BUY
$132.02 - $156.38 $3,432 - $4,065
26 Added 1.57%
1,677 $256,000
Q2 2018

Aug 08, 2018

SELL
$134.61 - $158.92 $10,903 - $12,872
-81 Reduced 4.68%
1,651 $224,000
Q4 2017

Feb 13, 2018

BUY
$124.72 - $158.42 $216,015 - $274,383
1,732
1,732 $273,000

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 $200B
  • 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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