A detailed history of True Wealth Design, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 847 shares of CAT stock, worth $310,035. This represents 0.13% of its overall portfolio holdings.

Number of Shares
847
Previous 877 3.42%
Holding current value
$310,035
Previous $292 Million 13.4%
% of portfolio
0.13%
Previous 0.07%

Shares

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

Nov 14, 2024

SELL
$316.8 - $391.12 $9,504 - $11,733
-30 Reduced 3.42%
847 $331 Million
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $7,072 - $8,344
-22 Reduced 2.45%
877 $292 Million
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $179,994 - $236,713
646 Added 255.34%
899 $329 Million
Q4 2022

Feb 15, 2023

BUY
$171.23 - $243.14 $43,321 - $61,514
253 New
253 $60.5 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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.