A detailed history of Long View Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Long View Wealth Management holds 652 shares of CAT stock, worth $271,805. This represents 0.08% of its overall portfolio holdings.

Number of Shares
652
Previous 664 1.81%
Holding current value
$271,805
Previous $221 Million 15.35%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 09, 2024

SELL
$316.8 - $391.12 $3,801 - $4,693
-12 Reduced 1.81%
652 $255 Million
Q2 2024

Jul 22, 2024

SELL
$321.47 - $379.3 $22,824 - $26,930
-71 Reduced 9.66%
664 $221 Million
Q1 2024

Apr 16, 2024

SELL
$278.63 - $366.43 $8,358 - $10,992
-30 Reduced 3.92%
735 $269 Million
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $172,928 - $228,061
765 New
765 $224 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 $220B
  • 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 Long View Wealth Management Portfolio

Follow Long View Wealth Management 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 Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.