A detailed history of Meredith Wealth Planning transactions in Caterpillar Inc stock. As of the latest transaction made, Meredith Wealth Planning holds 1,180 shares of CAT stock, worth $431,927. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,180
Previous 1,180 -0.0%
Holding current value
$431,927
Previous $393 Million 17.42%
% of portfolio
0.22%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$278.63 - $366.43 $52,661 - $69,255
-189 Reduced 13.81%
1,180 $432 Million
Q4 2023

Jan 25, 2024

SELL
$226.05 - $298.12 $45,210 - $59,624
-200 Reduced 12.75%
1,369 $405 Million
Q3 2023

Oct 16, 2023

SELL
$240.58 - $288.65 $2,646 - $3,175
-11 Reduced 0.7%
1,569 $428 Million
Q1 2023

Apr 24, 2023

BUY
$215.01 - $264.54 $26,876 - $33,067
125 Added 8.59%
1,580 $362 Million
Q4 2022

Feb 01, 2023

BUY
$171.23 - $243.14 $249,139 - $353,768
1,455 New
1,455 $349 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 $193B
  • 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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