A detailed history of Lakeridge Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 1,722 shares of CAT stock, worth $702,937. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,722
Previous 1,729 0.4%
Holding current value
$702,937
Previous $576 Million 16.95%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Oct 07, 2024

SELL
$316.8 - $391.12 $2,217 - $2,737
-7 Reduced 0.4%
1,722 $674 Million
Q2 2024

Aug 01, 2024

BUY
$321.47 - $379.3 $5,143 - $6,068
16 Added 0.93%
1,729 $576 Million
Q1 2024

Apr 29, 2024

SELL
$278.63 - $366.43 $90,833 - $119,456
-326 Reduced 15.99%
1,713 $628 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $460,915 - $607,866
2,039 New
2,039 $603 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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