A detailed history of Bergan Kdv Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 450 shares of CAT stock, worth $171,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares
450
Previous 618 27.18%
Holding current value
$171,675
Previous $141,000 21.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 24, 2023

SELL
$205.75 - $247.67 $34,566 - $41,608
-168 Reduced 27.18%
450 $110,000
Q1 2023

Apr 27, 2023

BUY
$215.01 - $264.54 $30,101 - $37,035
140 Added 29.29%
618 $141,000
Q3 2022

Oct 24, 2022

SELL
$162.44 - $198.25 $2,436 - $2,973
-15 Reduced 3.04%
478 $78,000
Q2 2022

Jul 13, 2022

BUY
$178.67 - $235.08 $178 - $235
1 Added 0.2%
493 $88,000
Q1 2022

May 09, 2022

BUY
$182.83 - $229.87 $365 - $459
2 Added 0.41%
492 $110,000
Q3 2021

Nov 12, 2021

SELL
$189.84 - $221.66 $18,794 - $21,944
-99 Reduced 16.81%
490 $94,000
Q2 2021

Aug 10, 2021

BUY
$208.86 - $244.79 $41,772 - $48,958
200 Added 51.41%
589 $128,000
Q1 2021

May 11, 2021

SELL
$180.63 - $233.63 $1,264 - $1,635
-7 Reduced 1.77%
389 $90,000
Q4 2020

Feb 04, 2021

BUY
$146.71 - $182.21 $1,907 - $2,368
13 Added 3.39%
396 $72,000
Q3 2020

Nov 05, 2020

BUY
$125.73 - $153.87 $1,005 - $1,230
8 Added 2.13%
383 $57,000
Q2 2020

Aug 13, 2020

SELL
$104.48 - $137.72 $24,552 - $32,364
-235 Reduced 38.52%
375 $47,000
Q1 2020

Apr 24, 2020

BUY
$91.85 - $150.53 $3,214 - $5,268
35 Added 6.09%
610 $71,000
Q4 2019

Feb 10, 2020

BUY
$117.97 - $148.5 $31,851 - $40,095
270 Added 88.52%
575 $85,000
Q3 2018

Nov 09, 2018

SELL
$132.02 - $156.38 $792 - $938
-6 Reduced 1.93%
305 $47,000
Q2 2018

Jul 23, 2018

BUY
$134.61 - $158.92 $41,863 - $49,424
311 New
311 $42,000

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 $201B
  • 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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