A detailed history of Jpl Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 10,359 shares of CAT stock, worth $3.8 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
10,359
Previous 9,201 12.59%
Holding current value
$3.8 Million
Previous $3.37 Billion 2.35%
% of portfolio
1.69%
Previous 1.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$321.47 - $379.3 $372,262 - $439,229
1,158 Added 12.59%
10,359 $3.45 Billion
Q1 2024

May 10, 2024

BUY
$278.63 - $366.43 $308,722 - $406,004
1,108 Added 13.69%
9,201 $3.37 Billion
Q4 2023

Feb 09, 2024

BUY
$226.05 - $298.12 $1.83 Million - $2.41 Million
8,093 New
8,093 $2.39 Billion

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 $194B
  • 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 Jpl Wealth Management, LLC Portfolio

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

News

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