A detailed history of Ars Wealth Advisors Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 5,732 shares of CAT stock, worth $2.11 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,732
Previous 5,280 8.56%
Holding current value
$2.11 Million
Previous $1.76 Million 27.47%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Oct 15, 2024

BUY
$316.8 - $391.12 $143,193 - $176,786
452 Added 8.56%
5,732 $2.24 Million
Q2 2024

Jul 19, 2024

BUY
$321.47 - $379.3 $321 - $379
1 Added 0.02%
5,280 $1.76 Million
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $3,064 - $4,030
-11 Reduced 0.21%
5,279 $1.93 Million
Q4 2023

Feb 06, 2024

SELL
$226.05 - $298.12 $359,645 - $474,308
-1,591 Reduced 23.12%
5,290 $1.56 Million
Q3 2023

Oct 26, 2023

SELL
$240.58 - $288.65 $276,667 - $331,947
-1,150 Reduced 14.32%
6,881 $1.88 Million
Q2 2023

Jul 18, 2023

SELL
$205.75 - $247.67 $634,533 - $763,814
-3,084 Reduced 27.75%
8,031 $1.98 Million
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $3.02 Million - $3.71 Million
-14,036 Reduced 55.81%
11,115 $2.54 Million
Q4 2022

Feb 13, 2023

SELL
$171.23 - $243.14 $329,617 - $468,044
-1,925 Reduced 7.11%
25,151 $6.02 Million
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $4.4 Million - $5.37 Million
27,076 New
27,076 $4.44 Million
Q3 2022

Nov 08, 2022

SELL
$162.44 - $198.25 $4.21 Million - $5.14 Million
-25,929 Closed
0 $4.44 Million
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $4.44 Million - $5.84 Million
24,829 Added 2257.18%
25,929 $4.64 Million
Q1 2022

May 12, 2022

SELL
$182.83 - $229.87 $914 - $1,149
-5 Reduced 0.45%
1,100 $245,000
Q4 2021

Feb 08, 2022

BUY
$188.94 - $214.25 $11,336 - $12,855
60 Added 5.74%
1,105 $228,000
Q3 2021

Oct 26, 2021

BUY
$189.84 - $221.66 $198,382 - $231,634
1,045 New
1,045 $201,000

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 $194B
  • 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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