Atria Wealth Solutions, Inc. Caterpillar Inc Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 35,121 shares of CAT stock, worth $13.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

35,121

Previous 38,041 7.68%

Holding current value

$13.5 Million

Previous $12.7 Million 8.41%

% of portfolio

0.15%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$316.8 - $391.12 $925,056 - $1.14 Million	-2,920 Reduced 7.68%	35,121 $13.7 Million
Q2 2024 Jul 22, 2024	SELL	$321.47 - $379.3 $1.65 Million - $1.94 Million	-5,126 Reduced 11.87%	38,041 $12.7 Million
Q1 2024 May 13, 2024	BUY	$278.63 - $366.43 $1.24 Million - $1.63 Million	4,452 Added 11.5%	43,167 $15.8 Million
Q4 2023 Feb 02, 2024	SELL	$226.05 - $298.12 $173,380 - $228,658	-767 Reduced 1.94%	38,715 $11.4 Million
Q3 2023 Nov 08, 2023	BUY	$240.58 - $288.65 $334,646 - $401,512	1,391 Added 3.65%	39,482 $10.8 Million
Q2 2023 Aug 03, 2023	SELL	$205.75 - $247.67 $123,244 - $148,354	-599 Reduced 1.55%	38,091 $9.37 Million
Q1 2023 Aug 22, 2023	SELL	$215.01 - $264.54 $184,263 - $226,710	-857 Reduced 2.25%	37,234 $8.52 Million
Q1 2023 Jun 14, 2023	BUY	$215.01 - $264.54 $313,054 - $385,170	1,456 Added 3.91%	38,690 $8.85 Million
Q1 2023 May 10, 2023	SELL	$215.01 - $264.54 $484,847 - $596,537	-2,255 Reduced 5.71%	37,234 $8.52 Million
Q4 2022 Aug 30, 2023	BUY	$171.23 - $243.14 $102,566 - $145,640	599 Added 1.57%	38,690 $9.27 Million
Q4 2022 Feb 13, 2023	BUY	$171.23 - $243.14 $763,514 - $1.08 Million	4,459 Added 12.73%	39,489 $9.46 Million
Q3 2022 Feb 13, 2023	SELL	$162.44 - $198.25 $1.06 Million - $1.29 Million	-6,522 Reduced 15.7%	35,030 $5.75 Million
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $3.47 Million - $4.23 Million	21,346 Added 105.64%	41,552 $6.95 Million
Q2 2022 Aug 15, 2022	SELL	$178.67 - $235.08 $1.42 Million - $1.87 Million	-7,953 Reduced 28.24%	20,206 $3.61 Million
Q1 2022 May 16, 2022	BUY	$182.83 - $229.87 $5.15 Million - $6.47 Million	28,159 New	28,159 $6.28 Million

Others Institutions Holding CAT

# of Institutions

3,120

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $203B
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...

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Atria Wealth Solutions, Inc. Caterpillar Inc Transaction History