A detailed history of Adams Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Adams Wealth Management holds 876 shares of CAT stock, worth $318,767. This represents 0.08% of its overall portfolio holdings.

Number of Shares
876
Previous 876 -0.0%
Holding current value
$318,767
Previous $291,000 17.53%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 17, 2023

BUY
$171.23 - $243.14 $149,997 - $212,990
876 New
876 $209,000
Q2 2021

Aug 03, 2021

SELL
$208.86 - $244.79 $182,961 - $214,436
-876 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$180.63 - $233.63 $158,231 - $204,659
876 New
876 $203,000
Q4 2020

Feb 08, 2021

SELL
$146.71 - $182.21 $128,517 - $159,615
-876 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$125.73 - $153.87 $110,139 - $134,790
876 New
876 $131,000

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 $192B
  • 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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