A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 610 shares of CAT stock, worth $224,217. This represents 0.01% of its overall portfolio holdings.

Number of Shares
610
Previous 604 0.99%
Holding current value
$224,217
Previous $201,000 18.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $1,900 - $2,346
6 Added 0.99%
610 $238,000
Q2 2024

Jul 30, 2024

BUY
$321.47 - $379.3 $194,167 - $229,097
604 New
604 $201,000
Q3 2020

Nov 03, 2020

SELL
$125.73 - $153.87 $14,333 - $17,541
-114 Closed
0 $0
Q2 2020

Aug 10, 2020

SELL
$104.48 - $137.72 $177,302 - $233,710
-1,697 Reduced 93.71%
114 $229,000
Q4 2019

Feb 04, 2020

SELL
$117.97 - $148.5 $47,188 - $59,400
-400 Reduced 18.09%
1,811 $267,000
Q2 2019

Jul 25, 2019

BUY
$119.81 - $143.36 $23,962 - $28,672
200 Added 9.95%
2,211 $301,000
Q3 2018

Nov 01, 2018

BUY
$132.02 - $156.38 $265,492 - $314,480
2,011 New
2,011 $306,000

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 $194B
  • 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 Baltimore Washington Financial Advisors, Inc. Portfolio

Follow Baltimore Washington Financial Advisors, Inc. 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 Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.