A detailed history of Partnership Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 88 shares of CAT stock, worth $34,616. This represents 0.02% of its overall portfolio holdings.

Number of Shares
88
Previous 88 -0.0%
Holding current value
$34,616
Previous $29.3 Million 17.42%
% of portfolio
0.02%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $19,892 - $26,234
88 New
88 $26.4 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 $208B
  • 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 Partnership Wealth Management, LLC Portfolio

Follow Partnership Wealth Management, 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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.