Atlas Private Wealth Management Caterpillar Inc Transaction History

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024

A detailed history of Atlas Private Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Atlas Private Wealth Management holds 2,067 shares of CAT stock, worth $838,478. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,067
Previous 2,067 -0.0%
Holding current value
$838,478
Previous $611,000 23.9%
% of portfolio
0.33%
Previous 0.3%

Shares

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

Jan 19, 2024
BUY
$226.05 - $298.12 $226 - $298
1 Added 0.05%
2,067 $611,000
Q3 2023

Oct 23, 2023
BUY
$240.58 - $288.65 $240 - $288
1 Added 0.05%
2,066 $564,000
Q2 2023

Jul 13, 2023
BUY
$205.75 - $247.67 $88,884 - $106,993
432 Added 26.45%
2,065 $508,000
Q1 2023

Apr 26, 2023
SELL
$215.01 - $264.54 $5,160 - $6,348
-24 Reduced 1.45%
1,633 $373,000
Q4 2022

Jan 18, 2023
BUY
$171.23 - $243.14 $171 - $243
1 Added 0.06%
1,657 $0
Q3 2022

Oct 26, 2022
SELL
$162.44 - $198.25 $162 - $198
-1 Reduced 0.06%
1,656 $272,000
Q2 2022

Jul 19, 2022
BUY
$178.67 - $235.08 $536 - $705
3 Added 0.18%
1,657 $296,000
Q1 2022

Apr 25, 2022
SELL
$182.83 - $229.87 $2,011 - $2,528
-11 Reduced 0.66%
1,654 $369,000
Q4 2021

Feb 07, 2022
BUY
$188.94 - $214.25 $314,585 - $356,726
1,665 New
1,665 $344,000
Q2 2021

Aug 05, 2021
SELL
$208.86 - $244.79 $36,341 - $42,593
-174 Closed
0 $0
Q3 2020

Nov 05, 2020
SELL
$125.73 - $153.87 $17,350 - $21,234
-138 Reduced 44.23%
174 $26,000
Q2 2020

Aug 04, 2020
SELL
$104.48 - $137.72 $10,239 - $13,496
-98 Reduced 23.9%
312 $39,000
Q1 2020

May 12, 2020
SELL
$91.85 - $150.53 $9,001 - $14,751
-98 Reduced 19.29%
410 $47,000
Q4 2019

Feb 11, 2020
BUY
$117.97 - $148.5 $59,928 - $75,438
508 New
508 $75,000

Others Institutions Holding CAT

# of Institutions
3,122
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
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 $214B
  • 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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