A detailed history of Liberty Square Wealth Partners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 1,636 shares of CAT stock, worth $502,906. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,636
Previous 1,546 5.82%
Holding current value
$502,906
Previous $546 Million 1.22%
% of portfolio
0.21%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

BUY
$326.75 - $407.63 $29,407 - $36,686
90 Added 5.82%
1,636 $540 Million
Q4 2024

Feb 24, 2025

BUY
$360.37 - $416.88 $557,132 - $644,496
1,546 New
1,546 $546 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 $162B
  • 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 Liberty Square Wealth Partners LLC Portfolio

Follow Liberty Square Wealth Partners 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 Liberty Square Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Square Wealth Partners LLC with notifications on news.