A detailed history of Beaird Harris Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 583 shares of CAT stock, worth $236,493. This represents 0.02% of its overall portfolio holdings.

Number of Shares
583
Previous 583 -0.0%
Holding current value
$236,493
Previous $213,000 8.92%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $5,851 - $7,695
21 Added 3.74%
583 $213,000
Q4 2023

Feb 27, 2024

BUY
$226.05 - $298.12 $1,808 - $2,384
8 Added 1.44%
562 $166,000
Q3 2023

Nov 15, 2023

BUY
$240.58 - $288.65 $12,991 - $15,587
54 Added 10.8%
554 $151,000
Q1 2023

Apr 24, 2023

SELL
$215.01 - $264.54 $6,665 - $8,200
-31 Reduced 5.84%
500 $114,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $5,308 - $7,537
31 Added 6.2%
531 $127,000
Q2 2022

Aug 12, 2022

BUY
$178.67 - $235.08 $59,854 - $78,751
335 Added 203.03%
500 $89,000
Q1 2022

May 27, 2022

BUY
$182.83 - $229.87 $2,376 - $2,988
13 Added 8.55%
165 $37,000
Q4 2021

May 17, 2022

BUY
$188.94 - $214.25 $28,718 - $32,566
152 New
152 $31,000

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 $214B
  • 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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