A detailed history of Northwest Financial Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Northwest Financial Advisors holds 850 shares of CAT stock, worth $346,655. This represents 0.26% of its overall portfolio holdings.

Number of Shares
850
Previous 1,122 24.24%
Holding current value
$346,655
Previous $374 Million 11.11%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Nov 13, 2024

SELL
$316.8 - $391.12 $86,169 - $106,384
-272 Reduced 24.24%
850 $332 Million
Q2 2024

Aug 12, 2024

BUY
$321.47 - $379.3 $9,322 - $10,999
29 Added 2.65%
1,122 $374 Million
Q1 2024

May 09, 2024

BUY
$278.63 - $366.43 $68,264 - $89,775
245 Added 28.89%
1,093 $400 Million
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $191,690 - $252,805
848 New
848 $251 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 $215B
  • 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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