Altium Wealth Management LLC Caterpillar Inc Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Altium Wealth Management LLC holds 10,389 shares of CAT stock, worth $3.42 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,389
Previous 8,928 16.36%
Holding current value
$3.42 Million
Previous $1.99 Million 6.64%
% of portfolio
0.13%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$178.67 - $235.08 $261,036 - $343,451
1,461 Added 16.36%
10,389 $1.86 Million
Q1 2022

May 16, 2022
BUY
$182.83 - $229.87 $238,958 - $300,440
1,307 Added 17.15%
8,928 $1.99 Million
Q4 2021

Jan 31, 2022
BUY
$188.94 - $214.25 $58,004 - $65,774
307 Added 4.2%
7,621 $1.58 Million
Q3 2021

Nov 15, 2021
BUY
$189.84 - $221.66 $108,208 - $126,346
570 Added 8.45%
7,314 $1.4 Million
Q2 2021

Aug 13, 2021
BUY
$208.86 - $244.79 $63,493 - $74,416
304 Added 4.72%
6,744 $1.47 Million
Q1 2021

May 06, 2021
BUY
$180.63 - $233.63 $63,581 - $82,237
352 Added 5.78%
6,440 $1.49 Million
Q4 2020

Feb 04, 2021
BUY
$146.71 - $182.21 $119,421 - $148,318
814 Added 15.43%
6,088 $1.11 Million
Q3 2020

Oct 26, 2020
BUY
$125.73 - $153.87 $16,470 - $20,156
131 Added 2.55%
5,274 $787,000
Q2 2020

Jul 31, 2020
SELL
$104.48 - $137.72 $83,792 - $110,451
-802 Reduced 13.49%
5,143 $651,000
Q1 2020

Apr 23, 2020
BUY
$91.85 - $150.53 $164,778 - $270,050
1,794 Added 43.22%
5,945 $690,000
Q4 2019

Jan 17, 2020
BUY
$117.97 - $148.5 $61,816 - $77,814
524 Added 14.45%
4,151 $613,000
Q3 2019

Nov 12, 2019
SELL
$113.38 - $139.64 $15,646 - $19,270
-138 Reduced 3.67%
3,627 $458,000
Q2 2019

Jul 18, 2019
SELL
$119.81 - $143.36 $16,054 - $19,210
-134 Reduced 3.44%
3,765 $513,000
Q1 2019

Apr 26, 2019
SELL
$121.51 - $141.41 $2,916 - $3,393
-24 Reduced 0.61%
3,899 $528,000
Q4 2018

Jan 18, 2019
BUY
$112.34 - $158.22 $147,165 - $207,268
1,310 Added 50.13%
3,923 $499,000
Q3 2018

Nov 13, 2018
BUY
$132.02 - $156.38 $10,165 - $12,041
77 Added 3.04%
2,613 $398,000
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $34,998 - $41,319
260 Added 11.42%
2,536 $344,000
Q1 2018

Jun 06, 2018
BUY
$144.29 - $170.89 $43,575 - $51,608
302 Added 15.3%
2,276 $335,000
Q4 2017

Jun 01, 2018
BUY
$124.72 - $158.42 $246,197 - $312,721
1,974
1,974 $311,000

Others Institutions Holding CAT

# of Institutions
2,968
Shares Held
340M
Call Options Held
8.28M
Put Options Held
8.72M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $174B
  • 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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