A detailed history of Phillips Wealth Planners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 835 shares of CAT stock, worth $338,717. This represents 0.31% of its overall portfolio holdings.

Number of Shares
835
Previous 666 25.38%
Holding current value
$338,717
Previous $219 Million 50.24%
% of portfolio
0.31%
Previous 0.23%

Shares

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

Oct 28, 2024

BUY
$316.8 - $391.12 $53,539 - $66,099
169 Added 25.38%
835 $329 Million
Q2 2024

Aug 02, 2024

BUY
$321.47 - $379.3 $19,288 - $22,758
60 Added 9.9%
666 $219 Million
Q1 2024

Apr 29, 2024

BUY
$278.63 - $366.43 $168,849 - $222,056
606 New
606 $218 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 $214B
  • 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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