A detailed history of Aprio Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 1,048 shares of CAT stock, worth $382,928. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,048
Previous 878 19.36%
Holding current value
$382,928
Previous $292,000 40.07%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 07, 2024

BUY
$316.8 - $391.12 $53,856 - $66,490
170 Added 19.36%
1,048 $409,000
Q2 2024

Jul 10, 2024

SELL
$321.47 - $379.3 $1,928 - $2,275
-6 Reduced 0.68%
878 $292,000
Q1 2024

Apr 10, 2024

BUY
$278.63 - $366.43 $20,339 - $26,749
73 Added 9.0%
884 $323,000
Q4 2023

Jan 17, 2024

BUY
$226.05 - $298.12 $226 - $298
1 Added 0.12%
811 $239,000
Q3 2023

Oct 10, 2023

BUY
$240.58 - $288.65 $194,869 - $233,806
810 New
810 $221,000

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 $193B
  • 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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