A detailed history of Moran Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Moran Wealth Management, LLC holds 55,199 shares of CAT stock, worth $20.7 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
55,199
Previous 55,310 0.2%
Holding current value
$20.7 Million
Previous $18.4 Million 17.19%
% of portfolio
0.68%
Previous 0.62%

Shares

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

Nov 08, 2024

SELL
$316.8 - $391.12 $35,164 - $43,414
-111 Reduced 0.2%
55,199 $21.6 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $171,022 - $201,787
532 Added 0.97%
55,310 $18.4 Million
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $35,943 - $47,269
129 Added 0.24%
54,778 $20.1 Million
Q4 2023

Feb 07, 2024

SELL
$226.05 - $298.12 $321,217 - $423,628
-1,421 Reduced 2.53%
54,649 $16.2 Million
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $76,985 - $92,368
-320 Reduced 0.57%
56,070 $15.3 Million
Q2 2023

Aug 10, 2023

SELL
$205.75 - $247.67 $584,124 - $703,135
-2,839 Reduced 4.79%
56,390 $13.9 Million
Q1 2023

May 10, 2023

BUY
$215.01 - $264.54 $453,026 - $557,385
2,107 Added 3.69%
59,229 $13.6 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $9.78 Million - $13.9 Million
57,122 New
57,122 $0

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 $198B
  • 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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