A detailed history of Valued Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 312 shares of CAT stock, worth $125,954. This represents 0.08% of its overall portfolio holdings.

Number of Shares
312
Previous 359 13.09%
Holding current value
$125,954
Previous $120 Million 2.06%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 28, 2024

SELL
$316.8 - $391.12 $14,889 - $18,382
-47 Reduced 13.09%
312 $122 Million
Q2 2024

Jul 16, 2024

BUY
$321.47 - $379.3 $70,723 - $83,446
220 Added 158.27%
359 $120 Million
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $28,977 - $38,108
104 Added 297.14%
139 $51 Million
Q4 2023

Jan 05, 2024

BUY
$226.05 - $298.12 $7,911 - $10,434
35 New
35 $9.57 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 $213B
  • 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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