A detailed history of Amplius Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 559 shares of CAT stock, worth $217,780. This represents 0.03% of its overall portfolio holdings.

Number of Shares
559
Previous 601 6.99%
Holding current value
$217,780
Previous $200,000 9.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 16, 2024

SELL
$316.8 - $391.12 $13,305 - $16,427
-42 Reduced 6.99%
559 $218,000
Q2 2024

Jul 22, 2024

BUY
$321.47 - $379.3 $12,215 - $14,413
38 Added 6.75%
601 $200,000
Q1 2024

Apr 16, 2024

BUY
$278.63 - $366.43 $156,868 - $206,300
563 New
563 $206,000
Q1 2022

May 09, 2022

SELL
$182.83 - $229.87 $132,917 - $167,115
-727 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$188.94 - $214.25 $137,359 - $155,759
727 New
727 $150,000

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 $206B
  • 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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