Benchmark Wealth Management, LLC Caterpillar Inc Transaction History

Benchmark Wealth Management, LLC

  • $203 Million
  • Q4 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 1,786 shares of CAT stock, worth $689,431. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,786
Previous 1,785 0.06%
Holding current value
$689,431
Previous $698,000 7.31%
% of portfolio
0.32%
Previous 0.35%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$360.37 - $416.88 $360 - $416
1 Added 0.06%
1,786 $647,000
Q2 2024

Jul 08, 2024
BUY
$321.47 - $379.3 $321 - $379
1 Added 0.06%
1,785 $594,000
Q1 2024

Apr 08, 2024
BUY
$278.63 - $366.43 $278 - $366
1 Added 0.06%
1,784 $653,000
Q4 2023

Jan 19, 2024
BUY
$226.05 - $298.12 $226 - $298
1 Added 0.06%
1,783 $527,000
Q3 2023

Oct 16, 2023
BUY
$240.58 - $288.65 $240 - $288
1 Added 0.06%
1,782 $486,000
Q2 2023

Jul 19, 2023
BUY
$205.75 - $247.67 $205 - $247
1 Added 0.06%
1,781 $438,000
Q1 2023

Apr 17, 2023
BUY
$215.01 - $264.54 $215 - $264
1 Added 0.06%
1,780 $407,000
Q3 2022

Oct 13, 2022
BUY
$162.44 - $198.25 $324 - $396
2 Added 0.11%
1,779 $292,000
Q2 2022

Jul 11, 2022
BUY
$178.67 - $235.08 $178 - $235
1 Added 0.06%
1,777 $318,000
Q1 2022

Apr 14, 2022
BUY
$182.83 - $229.87 $182 - $229
1 Added 0.06%
1,776 $396,000
Q3 2021

Oct 12, 2021
BUY
$189.84 - $221.66 $189 - $221
1 Added 0.06%
1,775 $341,000
Q2 2021

Jul 14, 2021
BUY
$208.86 - $244.79 $208 - $244
1 Added 0.06%
1,774 $386,000
Q1 2021

Apr 15, 2021
BUY
$180.63 - $233.63 $180 - $233
1 Added 0.06%
1,773 $411,000
Q4 2020

Jan 12, 2021
SELL
$146.71 - $182.21 $24,940 - $30,975
-170 Reduced 8.75%
1,772 $323,000
Q3 2020

Nov 05, 2020
BUY
$125.73 - $153.87 $251 - $307
2 Added 0.1%
1,942 $290,000
Q2 2020

Jul 09, 2020
BUY
$104.48 - $137.72 $313 - $413
3 Added 0.15%
1,940 $245,000
Q1 2020

Apr 22, 2020
BUY
$91.85 - $150.53 $275 - $451
3 Added 0.16%
1,937 $225,000
Q4 2019

Jan 28, 2020
BUY
$117.97 - $148.5 $228,153 - $287,199
1,934 New
1,934 $286,000

Others Institutions Holding CAT

# of Institutions
3,123
Shares Held
333M
Call Options Held
6.57M
Put Options Held
7.63M
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 $204B
  • 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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