A detailed history of Axxcess Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 20,157 shares of CAT stock, worth $7.78 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,157
Previous 20,477 1.56%
Holding current value
$7.78 Million
Previous $6.82 Million 15.59%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Nov 04, 2024

SELL
$316.8 - $391.12 $101,376 - $125,158
-320 Reduced 1.56%
20,157 $7.88 Million
Q2 2024

Aug 09, 2024

SELL
$321.47 - $379.3 $435,591 - $513,951
-1,355 Reduced 6.21%
20,477 $6.82 Million
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $136,250 - $179,184
489 Added 2.29%
21,832 $8 Million
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $804,285 - $1.06 Million
3,558 Added 20.01%
21,343 $6.31 Million
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $2.4 Million - $2.88 Million
9,974 Added 127.69%
17,785 $4.86 Million
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $76,950 - $92,628
374 Added 5.03%
7,811 $1.92 Million
Q1 2023

May 03, 2023

BUY
$215.01 - $264.54 $20,640 - $25,395
96 Added 1.31%
7,437 $1.7 Million
Q4 2022

Feb 14, 2023

SELL
$171.23 - $243.14 $240,235 - $341,125
-1,403 Reduced 16.05%
7,341 $1.76 Million
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $354,768 - $432,978
-2,184 Reduced 19.99%
8,744 $1.43 Million
Q2 2022

Aug 11, 2022

BUY
$178.67 - $235.08 $446,138 - $586,994
2,497 Added 29.62%
10,928 $1.95 Million
Q1 2022

Aug 11, 2022

SELL
$182.83 - $229.87 $309,531 - $389,169
-1,693 Reduced 16.72%
8,431 $1.88 Million
Q4 2021

Aug 11, 2022

BUY
$188.94 - $214.25 $1.91 Million - $2.17 Million
10,124 New
10,124 $2.09 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 $204B
  • 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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