Apollon Wealth Management, LLC Caterpillar Inc Transaction History

Apollon Wealth Management, LLC

  • $3.14 Billion
  • Q1 2024

A detailed history of Apollon Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 20,988 shares of CAT stock, worth $6.88 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
20,988
Previous 21,674 3.17%
Holding current value
$6.88 Million
Previous $6.41 Million 20.01%
% of portfolio
0.24%
Previous 0.22%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$278.63 - $366.43 $191,140 - $251,370
-686 Reduced 3.17%
20,988 $7.69 Million
Q4 2023

Feb 06, 2024
BUY
$226.05 - $298.12 $1.71 Million - $2.26 Million
7,565 Added 53.62%
21,674 $6.41 Million
Q3 2023

Nov 14, 2023
SELL
$240.58 - $288.65 $246,594 - $295,866
-1,025 Reduced 6.77%
14,109 $3.85 Million
Q2 2023

Aug 04, 2023
BUY
$205.75 - $247.67 $562,520 - $677,129
2,734 Added 22.05%
15,134 $3.72 Million
Q1 2023

May 15, 2023
BUY
$215.01 - $264.54 $422,709 - $520,085
1,966 Added 18.84%
12,400 $2.84 Million
Q4 2022

Feb 15, 2023
BUY
$171.23 - $243.14 $825,328 - $1.17 Million
4,820 Added 85.86%
10,434 $2.5 Million
Q3 2022

Nov 08, 2022
BUY
$162.44 - $198.25 $23,878 - $29,142
147 Added 2.69%
5,614 $921,000
Q2 2022

Aug 11, 2022
BUY
$178.67 - $235.08 $8,397 - $11,048
47 Added 0.87%
5,467 $977,000
Q1 2022

May 16, 2022
SELL
$182.83 - $229.87 $186,303 - $234,237
-1,019 Reduced 15.83%
5,420 $1.21 Million
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $886,884 - $1.01 Million
4,694 Added 269.0%
6,439 $1.33 Million
Q3 2021

Nov 15, 2021
BUY
$189.84 - $221.66 $81,631 - $95,313
430 Added 32.7%
1,745 $335,000
Q2 2021

Aug 12, 2021
SELL
$208.86 - $244.79 $41,772 - $48,958
-200 Reduced 13.2%
1,315 $286,000
Q1 2021

May 17, 2021
SELL
$180.63 - $233.63 $95,372 - $123,356
-528 Reduced 25.84%
1,515 $351,000
Q4 2020

Jan 29, 2021
BUY
$146.71 - $182.21 $299,728 - $372,255
2,043 New
2,043 $372,000
Q3 2020

Nov 03, 2020
SELL
$125.73 - $153.87 $18,356 - $22,465
-146 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$104.48 - $137.72 $15,254 - $20,107
146 New
146 $18,000

Others Institutions Holding CAT

# of Institutions
2,948
Shares Held
337M
Call Options Held
10.3M
Put Options Held
10.3M
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 $173B
  • 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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