A detailed history of Accurate Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,114 shares of CAT stock, worth $2.09 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,114
Previous 4,841 5.64%
Holding current value
$2.09 Million
Previous $1.61 Million 24.07%
% of portfolio
0.43%
Previous 0.38%

Shares

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

Oct 17, 2024

BUY
$316.8 - $391.12 $86,486 - $106,775
273 Added 5.64%
5,114 $2 Million
Q2 2024

Jul 17, 2024

SELL
$321.47 - $379.3 $173,915 - $205,201
-541 Reduced 10.05%
4,841 $1.61 Million
Q1 2024

Apr 22, 2024

BUY
$278.63 - $366.43 $1,114 - $1,465
4 Added 0.07%
5,382 $1.97 Million
Q4 2023

Jan 12, 2024

BUY
$226.05 - $298.12 $46,114 - $60,816
204 Added 3.94%
5,378 $1.59 Million
Q3 2023

Oct 23, 2023

BUY
$240.58 - $288.65 $163,113 - $195,704
678 Added 15.08%
5,174 $1.41 Million
Q2 2023

Jul 24, 2023

BUY
$205.75 - $247.67 $79,008 - $95,105
384 Added 9.34%
4,496 $1.11 Million
Q1 2023

Apr 13, 2023

BUY
$215.01 - $264.54 $107,720 - $132,534
501 Added 13.87%
4,112 $940,000
Q4 2022

Jan 11, 2023

BUY
$171.23 - $243.14 $179,962 - $255,540
1,051 Added 41.05%
3,611 $0
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $53,605 - $65,422
-330 Reduced 11.42%
2,560 $460,000
Q2 2022

Aug 04, 2022

BUY
$178.67 - $235.08 $16,080 - $21,157
90 Added 3.21%
2,890 $519,000
Q1 2022

May 10, 2022

BUY
$182.83 - $229.87 $71,120 - $89,419
389 Added 16.13%
2,800 $624,000
Q4 2021

Feb 08, 2022

BUY
$188.94 - $214.25 $11,714 - $13,283
62 Added 2.64%
2,411 $492,000
Q3 2021

Oct 22, 2021

BUY
$189.84 - $221.66 $37,968 - $44,332
200 Added 9.31%
2,349 $457,000
Q2 2021

Aug 25, 2021

BUY
$208.86 - $244.79 $448,840 - $526,053
2,149 New
2,149 $468,000

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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