A detailed history of Balboa Wealth Partners transactions in Caterpillar Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 975 shares of CAT stock, worth $372,771. This represents 0.1% of its overall portfolio holdings.

Number of Shares
975
Previous 1,006 3.08%
Holding current value
$372,771
Previous $335,000 13.73%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 06, 2024

SELL
$316.8 - $391.12 $9,820 - $12,124
-31 Reduced 3.08%
975 $381,000
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $56,257 - $66,377
175 Added 21.06%
1,006 $335,000
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $231,541 - $304,503
831 New
831 $304,000
Q2 2023

Aug 08, 2023

SELL
$205.75 - $247.67 $96,702 - $116,404
-470 Reduced 34.28%
901 $221,000
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $58,267 - $71,690
-271 Reduced 16.5%
1,371 $313,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $61,814 - $87,773
361 Added 28.18%
1,642 $393,000
Q3 2022

Jan 04, 2023

BUY
$162.44 - $198.25 $208,085 - $253,958
1,281 New
1,281 $210,000

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 $202B
  • 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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