Bartlett & Co. Wealth Management LLC Caterpillar Inc Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 6,092 shares of CAT stock, worth $2.23 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,092
Previous 7,406 17.74%
Holding current value
$2.23 Million
Previous $2.47 Billion 3.41%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 17, 2024
SELL
$316.8 - $391.12 $416,275 - $513,931
-1,314 Reduced 17.74%
6,092 $2.38 Billion
Q2 2024

Jul 12, 2024
BUY
$321.47 - $379.3 $725,879 - $856,459
2,258 Added 43.86%
7,406 $2.47 Billion
Q1 2024

May 09, 2024
BUY
$278.63 - $366.43 $30,927 - $40,673
111 Added 2.2%
5,148 $1.89 Billion
Q4 2023

Feb 14, 2024
SELL
$226.05 - $298.12 $105,339 - $138,923
-466 Reduced 8.47%
5,037 $1.5 Billion
Q3 2023

Feb 14, 2024
BUY
$240.58 - $288.65 $193,185 - $231,785
803 Added 17.09%
5,503 $1.5 Billion
Q2 2023

Feb 14, 2024
BUY
$205.75 - $247.67 $445,860 - $536,700
2,167 Added 85.55%
4,700 $1.16 Billion
Q1 2023

Feb 14, 2024
SELL
$215.01 - $264.54 $43,002 - $52,908
-200 Reduced 7.32%
2,533 $580 Million
Q4 2022

Feb 14, 2024
SELL
$171.23 - $243.14 $2,225 - $3,160
-13 Reduced 0.47%
2,733 $655 Million
Q3 2022

Feb 14, 2024
BUY
$162.44 - $198.25 $1,624 - $1,982
10 Added 0.37%
2,746 $451 Million
Q2 2022

Feb 14, 2024
BUY
$178.67 - $235.08 $2,322 - $3,056
13 Added 0.48%
2,736 $489 Million
Q1 2022

Feb 14, 2024
BUY
$182.83 - $229.87 $33,457 - $42,066
183 Added 7.2%
2,723 $607 Million
Q3 2021

Feb 13, 2024
SELL
$189.84 - $221.66 $3,227 - $3,768
-17 Reduced 0.66%
2,540 $488 Million
Q2 2021

Feb 13, 2024
BUY
$208.86 - $244.79 $31,329 - $36,718
150 Added 6.23%
2,557 $556 Million
Q1 2021

Feb 13, 2024
BUY
$180.63 - $233.63 $10,837 - $14,017
60 Added 2.56%
2,407 $558 Million
Q4 2020

Feb 13, 2024
BUY
$146.71 - $182.21 $56,483 - $70,150
385 Added 19.62%
2,347 $427 Million
Q2 2020

Feb 13, 2024
BUY
$104.48 - $137.72 $5,224 - $6,886
50 Added 2.62%
1,962 $248 Million
Q1 2020

Feb 13, 2024
SELL
$91.85 - $150.53 $57,865 - $94,833
-630 Reduced 24.78%
1,912 $222 Million
Q4 2019

Feb 13, 2024
SELL
$117.97 - $148.5 $4,128 - $5,197
-35 Reduced 1.36%
2,542 $375 Million
Q3 2019

Feb 13, 2024
BUY
$113.38 - $139.64 $263,608 - $324,662
2,325 Added 922.62%
2,577 $326 Million
Q2 2019

Feb 13, 2024
BUY
$119.81 - $143.36 $239 - $286
2 Added 0.8%
252 $34.3 Million
Q4 2018

Feb 13, 2024
BUY
$112.34 - $158.22 $16,851 - $23,733
150 Added 150.0%
250 $31.8 Million
Q1 2018

Feb 13, 2024
BUY
$144.29 - $170.89 $14,429 - $17,089
100 New
100 $14.7 Million

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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
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