A detailed history of Oak Hill Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 1,684 shares of CAT stock, worth $669,373. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,684
Previous 1,684 -0.0%
Holding current value
$669,373
Previous $561 Million 17.42%
% of portfolio
0.16%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$321.47 - $379.3 $541,355 - $638,741
1,684 New
1,684 $561 Million
Q4 2023

Feb 07, 2024

SELL
$226.05 - $298.12 $109,634 - $144,588
-485 Reduced 20.05%
1,934 $572 Million
Q3 2023

Apr 02, 2024

BUY
$240.58 - $288.65 $8,660 - $10,391
36 Added 1.9%
1,934 $528 Million
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $8,660 - $10,391
36 Added 1.51%
2,419 $661 Million
Q1 2023

Apr 02, 2024

SELL
$215.01 - $264.54 $43,002 - $52,908
-200 Reduced 9.53%
1,898 $434 Million
Q1 2023

May 10, 2023

SELL
$215.01 - $264.54 $43,002 - $52,908
-200 Reduced 7.74%
2,383 $545 Million
Q4 2022

Apr 02, 2024

BUY
$171.23 - $243.14 $28,081 - $39,874
164 Added 8.48%
2,098 $503 Million
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $442,287 - $628,030
2,583 New
2,583 $619 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 $210B
  • 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 Oak Hill Wealth Advisors, LLC Portfolio

Follow Oak Hill 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 Oak Hill Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Hill Wealth Advisors, LLC with notifications on news.