A detailed history of Avitas Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Avitas Wealth Management LLC holds 9,464 shares of CAT stock, worth $3.76 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
9,464
Previous 9,308 1.68%
Holding current value
$3.76 Million
Previous $3.1 Million 19.39%
% of portfolio
0.53%
Previous 0.46%

Shares

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

Oct 25, 2024

BUY
$316.8 - $391.12 $49,420 - $61,014
156 Added 1.68%
9,464 $3.7 Million
Q2 2024

Jul 24, 2024

BUY
$321.47 - $379.3 $14,466 - $17,068
45 Added 0.49%
9,308 $3.1 Million
Q1 2024

Apr 24, 2024

BUY
$278.63 - $366.43 $39,008 - $51,300
140 Added 1.53%
9,263 $3.39 Million
Q4 2023

Jan 24, 2024

BUY
$226.05 - $298.12 $74,822 - $98,677
331 Added 3.76%
9,123 $2.7 Million
Q3 2023

Nov 02, 2023

SELL
$240.58 - $288.65 $4,571 - $5,484
-19 Reduced 0.22%
8,792 $2.4 Million
Q2 2023

Jul 18, 2023

BUY
$205.75 - $247.67 $18,723 - $22,537
91 Added 1.04%
8,811 $2.17 Million
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $3,655 - $4,497
-17 Reduced 0.19%
8,720 $2 Million
Q4 2022

Jan 10, 2023

BUY
$171.23 - $243.14 $409,753 - $581,834
2,393 Added 37.72%
8,737 $0
Q3 2022

Oct 27, 2022

SELL
$162.44 - $198.25 $1.53 Million - $1.87 Million
-9,427 Reduced 59.77%
6,344 $1.04 Million
Q2 2022

Jul 29, 2022

BUY
$178.67 - $235.08 $497,595 - $654,697
2,785 Added 21.45%
15,771 $2.82 Million
Q1 2022

Apr 28, 2022

BUY
$182.83 - $229.87 $2.37 Million - $2.99 Million
12,986 New
12,986 $2.89 Million

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 $210B
  • 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 Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management LLC 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 Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.