A detailed history of Core Wealth Partners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Core Wealth Partners LLC holds 700 shares of CAT stock, worth $268,849. This represents 0.17% of its overall portfolio holdings.

Number of Shares
700
Previous 709 1.27%
Holding current value
$268,849
Previous $236 Million 15.93%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 04, 2024

SELL
$316.8 - $391.12 $2,851 - $3,520
-9 Reduced 1.27%
700 $274 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $32,147 - $37,930
100 Added 16.42%
709 $236 Million
Q1 2024

Apr 19, 2024

BUY
$278.63 - $366.43 $169,685 - $223,155
609 New
609 $223 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $590,743 - $838,833
3,450 New
3,450 $704 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 $203B
  • 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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