A detailed history of Allen Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Allen Wealth Management, LLC holds 4,720 shares of CAT stock, worth $1.72 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
4,720
Previous 5,080 7.09%
Holding current value
$1.72 Million
Previous $1.69 Billion 9.1%
% of portfolio
1.28%
Previous 1.51%

Shares

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

Oct 29, 2024

SELL
$316.8 - $391.12 $114,048 - $140,803
-360 Reduced 7.09%
4,720 $1.85 Billion
Q2 2024

Jul 19, 2024

SELL
$321.47 - $379.3 $33,111 - $39,067
-103 Reduced 1.99%
5,080 $1.69 Billion
Q1 2024

May 01, 2024

SELL
$278.63 - $366.43 $104,486 - $137,411
-375 Reduced 6.75%
5,183 $1.9 Billion
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $1.26 Million - $1.66 Million
5,558 New
5,558 $1.64 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 $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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