Aries Wealth Management Caterpillar Inc Transaction History

Aries Wealth Management

  • $309 Million
  • Q1 2024

A detailed history of Aries Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Aries Wealth Management holds 18,128 shares of CAT stock, worth $5.95 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
18,128
Previous 18,128 -0.0%
Holding current value
$5.95 Million
Previous $5.36 Million 23.94%
% of portfolio
2.15%
Previous 1.92%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024
SELL
$226.05 - $298.12 $113,025 - $149,060
-500 Reduced 2.68%
18,128 $5.36 Million
Q3 2023

Oct 19, 2023
BUY
$240.58 - $288.65 $120,290 - $144,325
500 Added 2.76%
18,628 $5.09 Million
Q1 2023

Apr 11, 2023
BUY
$215.01 - $264.54 $21,501 - $26,454
100 Added 0.55%
18,128 $4.15 Million
Q3 2022

Nov 02, 2022
SELL
$162.44 - $198.25 $11,695 - $14,274
-72 Reduced 0.4%
18,028 $3.9 Million
Q2 2022

Jul 27, 2022
BUY
$178.67 - $235.08 $3.23 Million - $4.25 Million
18,100 New
18,100 $3.24 Million
Q1 2022

Apr 25, 2022
SELL
$182.83 - $229.87 $3.34 Million - $4.21 Million
-18,294 Closed
0 $0
Q4 2021

Jun 06, 2022
SELL
$188.94 - $214.25 $20.7 Million - $23.5 Million
-109,764 Reduced 85.71%
18,294 $3.78 Million
Q4 2021

Jan 18, 2022
BUY
$188.94 - $214.25 $20.7 Million - $23.5 Million
109,764 Added 600.0%
128,058 $26.5 Million
Q2 2021

Jul 14, 2021
SELL
$208.86 - $244.79 $56,392 - $66,093
-270 Reduced 1.45%
18,294 $3.98 Million
Q1 2021

Apr 20, 2021
SELL
$180.63 - $233.63 $41,544 - $53,734
-230 Reduced 1.22%
18,564 $4.32 Million
Q4 2020

Jan 22, 2021
BUY
$146.71 - $182.21 $18,632 - $23,140
127 Added 0.68%
18,794 $3.65 Million
Q3 2020

Oct 14, 2020
SELL
$125.73 - $153.87 $82,981 - $101,554
-660 Reduced 3.41%
18,667 $2.78 Million
Q1 2020

Apr 09, 2020
SELL
$91.85 - $150.53 $18,370 - $30,106
-200 Reduced 1.02%
19,327 $2.26 Million
Q1 2019

Apr 09, 2019
BUY
$121.51 - $141.41 $1.17 Million - $1.37 Million
9,657 Added 97.84%
19,527 $2.65 Million
Q4 2018

Jan 15, 2019
BUY
$112.34 - $158.22 $116,833 - $164,548
1,040 Added 11.78%
9,870 $1.25 Million
Q2 2018

Aug 07, 2018
BUY
$134.61 - $158.92 $33,652 - $39,730
250 Added 2.91%
8,830 $1.27 Million
Q1 2018

Apr 17, 2018
BUY
$144.29 - $170.89 $72,145 - $85,445
500 Added 6.19%
8,580 $1.27 Million
Q4 2017

Feb 05, 2018
BUY
$124.72 - $158.42 $1.01 Million - $1.28 Million
8,080
8,080 $1.38 Million

Others Institutions Holding CAT

# of Institutions
2,952
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
Track This Portfolio

Track Aries Wealth Management Portfolio

Follow Aries Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email