A detailed history of Birchcreek Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 1,314 shares of CAT stock, worth $522,301. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,314
Previous 1,354 2.95%
Holding current value
$522,301
Previous $451,000 13.75%
% of portfolio
0.34%
Previous 0.26%

Shares

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

Nov 06, 2024

SELL
$316.8 - $391.12 $12,672 - $15,644
-40 Reduced 2.95%
1,314 $513,000
Q4 2023

Feb 05, 2024

SELL
$226.05 - $298.12 $8,815 - $11,626
-39 Reduced 2.8%
1,354 $400,000
Q2 2023

Jul 20, 2023

BUY
$205.75 - $247.67 $8,230 - $9,906
40 Added 2.96%
1,393 $342,000
Q1 2023

May 01, 2023

BUY
$215.01 - $264.54 $26,016 - $32,009
121 Added 9.82%
1,353 $309,000
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $9,583 - $11,696
-59 Reduced 4.57%
1,232 $202,000
Q2 2022

Aug 12, 2022

BUY
$178.67 - $235.08 $230,662 - $303,488
1,291 New
1,291 $231,000
Q1 2021

May 17, 2021

SELL
$180.63 - $233.63 $90,315 - $116,815
-500 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$146.71 - $182.21 $73,355 - $91,105
500 New
500 $91,000

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 $210B
  • 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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