A detailed history of Blodgett Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 826 shares of CAT stock, worth $315,804. This represents 0.27% of its overall portfolio holdings.

Number of Shares
826
Previous 842 1.9%
Holding current value
$315,804
Previous $280,000 15.36%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Oct 21, 2024

SELL
$316.8 - $391.12 $5,068 - $6,257
-16 Reduced 1.9%
826 $323,000
Q2 2024

Jul 23, 2024

BUY
$321.47 - $379.3 $321 - $379
1 Added 0.12%
842 $280,000
Q4 2023

Feb 02, 2024

BUY
$226.05 - $298.12 $226 - $298
1 Added 0.12%
841 $248,000
Q3 2023

Oct 27, 2023

BUY
$240.58 - $288.65 $240 - $288
1 Added 0.12%
840 $229,000
Q2 2023

Jul 26, 2023

BUY
$205.75 - $247.67 $172,624 - $207,795
839 New
839 $206,000
Q4 2022

Feb 02, 2023

BUY
$171.23 - $243.14 $154,449 - $219,312
902 New
902 $216,000
Q2 2022

Jul 20, 2022

SELL
$178.67 - $235.08 $293,018 - $385,531
-1,640 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$182.83 - $229.87 $9,141 - $11,493
50 Added 3.14%
1,640 $365,000
Q4 2021

Feb 02, 2022

BUY
$188.94 - $214.25 $300,414 - $340,657
1,590 New
1,590 $329,000

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 $202B
  • 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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