A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 66,667 shares of CAT stock, worth $24.4 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
66,667
Previous 65,612 1.61%
Holding current value
$24.4 Million
Previous $21.9 Million 19.3%
% of portfolio
0.61%
Previous 0.55%

Shares

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

Oct 17, 2024

BUY
$316.8 - $391.12 $334,224 - $412,631
1,055 Added 1.61%
66,667 $26.1 Million
Q2 2024

Aug 13, 2024

SELL
$321.47 - $379.3 $4.67 Million - $5.51 Million
-14,532 Reduced 18.13%
65,612 $21.9 Million
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $388,131 - $510,436
1,393 Added 1.77%
80,144 $29.4 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $1.5 Million - $1.98 Million
6,634 Added 9.2%
78,751 $23.3 Million
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $432,562 - $518,992
1,798 Added 2.56%
72,117 $19.7 Million
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $251,632 - $302,900
1,223 Added 1.77%
70,319 $17.3 Million
Q1 2023

Apr 28, 2023

BUY
$215.01 - $264.54 $444,210 - $546,539
2,066 Added 3.08%
69,096 $15.8 Million
Q4 2022

Jan 27, 2023

BUY
$171.23 - $243.14 $269,002 - $381,972
1,571 Added 2.4%
67,030 $0
Q3 2022

Nov 09, 2022

BUY
$162.44 - $198.25 $272,411 - $332,465
1,677 Added 2.63%
65,459 $10.7 Million
Q2 2022

Aug 01, 2022

BUY
$178.67 - $235.08 $381,103 - $501,425
2,133 Added 3.46%
63,782 $11.4 Million
Q1 2022

May 09, 2022

BUY
$182.83 - $229.87 $2.04 Million - $2.57 Million
11,162 Added 22.11%
61,649 $13.7 Million
Q4 2021

Feb 08, 2022

SELL
$188.94 - $214.25 $2.76 Million - $3.13 Million
-14,603 Reduced 22.44%
50,487 $10.4 Million
Q3 2021

Nov 29, 2021

BUY
$189.84 - $221.66 $12.4 Million - $14.4 Million
65,090 New
65,090 $12.5 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 $193B
  • 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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