A detailed history of Bay Harbor Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 251 shares of CAT stock, worth $97,787. This represents 0.03% of its overall portfolio holdings.

Number of Shares
251
Previous 262 4.2%
Holding current value
$97,787
Previous $87,000 12.64%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

SELL
$316.8 - $391.12 $3,484 - $4,302
-11 Reduced 4.2%
251 $98,000
Q3 2023

Oct 24, 2023

BUY
$240.58 - $288.65 $63,031 - $75,626
262 New
262 $71,000
Q1 2021

May 05, 2021

SELL
$180.63 - $233.63 $18,785 - $24,297
-104 Closed
0 $0
Q4 2020

Feb 09, 2021

BUY
$146.71 - $182.21 $5,868 - $7,288
40 Added 62.5%
104 $19,000
Q2 2020

Jul 16, 2020

SELL
$104.48 - $137.72 $1,044 - $1,377
-10 Reduced 13.51%
64 $8,000
Q1 2020

May 20, 2020

BUY
$91.85 - $150.53 $1,837 - $3,010
20 Added 37.04%
74 $9,000
Q2 2019

Jul 18, 2019

SELL
$119.81 - $143.36 $7,667 - $9,175
-64 Reduced 54.24%
54 $7,000
Q1 2019

Apr 22, 2019

SELL
$121.51 - $141.41 $32,686 - $38,039
-269 Reduced 69.51%
118 $16,000
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $43,475 - $61,231
387 New
387 $49,000

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 $206B
  • 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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