Bdo Wealth Advisors, LLC Caterpillar Inc Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,644 shares of CAT stock, worth $589,489. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,644
Previous 1,534 7.17%
Holding current value
$589,489
Previous $351,000 15.1%
% of portfolio
0.05%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023
BUY
$205.75 - $247.67 $22,632 - $27,243
110 Added 7.17%
1,644 $404,000
Q4 2022

Jan 27, 2023
SELL
$171.23 - $243.14 $9,075 - $12,886
-53 Reduced 3.34%
1,534 $0
Q2 2022

Aug 25, 2022
SELL
$178.67 - $235.08 $35,734 - $47,016
-200 Reduced 11.19%
1,587 $284,000
Q1 2022

May 06, 2022
SELL
$182.83 - $229.87 $12,798 - $16,090
-70 Reduced 3.77%
1,787 $398,000
Q4 2021

Feb 11, 2022
SELL
$188.94 - $214.25 $6,612 - $7,498
-35 Reduced 1.85%
1,857 $384,000
Q3 2021

Nov 09, 2021
BUY
$189.84 - $221.66 $19,933 - $23,274
105 Added 5.88%
1,892 $363,000
Q1 2021

May 14, 2021
BUY
$180.63 - $233.63 $61,956 - $80,135
343 Added 23.75%
1,787 $414,000
Q4 2020

Feb 12, 2021
BUY
$146.71 - $182.21 $18,338 - $22,776
125 Added 9.48%
1,444 $263,000
Q3 2020

Nov 12, 2020
BUY
$125.73 - $153.87 $5,154 - $6,308
41 Added 3.21%
1,319 $197,000
Q2 2020

Aug 14, 2020
BUY
$104.48 - $137.72 $104 - $137
1 Added 0.08%
1,278 $162,000
Q1 2020

May 15, 2020
BUY
$91.85 - $150.53 $94,238 - $154,443
1,026 Added 408.76%
1,277 $148,000
Q4 2019

Feb 14, 2020
SELL
$117.97 - $148.5 $4,482 - $5,643
-38 Reduced 13.15%
251 $37,000
Q2 2019

Aug 09, 2019
BUY
$119.81 - $143.36 $3,953 - $4,730
33 Added 12.89%
289 $39,000
Q1 2019

May 15, 2019
SELL
$121.51 - $141.41 $12,029 - $13,999
-99 Reduced 27.89%
256 $35,000
Q4 2018

Feb 14, 2019
SELL
$112.34 - $158.22 $21,681 - $30,536
-193 Reduced 35.22%
355 $45,000
Q3 2018

Nov 07, 2018
BUY
$132.02 - $156.38 $264 - $312
2 Added 0.37%
548 $84,000
Q2 2018

Aug 27, 2018
BUY
$134.61 - $158.92 $7,807 - $9,217
58 Added 11.89%
546 $74,000
Q1 2018

May 23, 2018
BUY
$144.29 - $170.89 $66,084 - $78,267
458 Added 1526.67%
488 $72,000
Q4 2017

Feb 14, 2018
BUY
$124.72 - $158.42 $623 - $792
5 Added 20.0%
30 $5,000
Q3 2017

Nov 08, 2017
BUY
$112.85 - $125.23 $2,821 - $3,130
25
25 $3,000

Others Institutions Holding CAT

# of Institutions
3,268
Shares Held
332M
Call Options Held
6.85M
Put Options Held
6.13M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $189B
  • 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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