A detailed history of Blue Sky Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 1,942 shares of CAT stock, worth $746,621. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,942
Previous 2,794 30.49%
Holding current value
$746,621
Previous $930,000 18.39%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Oct 11, 2024

SELL
$316.8 - $391.12 $269,913 - $333,234
-852 Reduced 30.49%
1,942 $759,000
Q2 2024

Jul 17, 2024

BUY
$321.47 - $379.3 $92,583 - $109,238
288 Added 11.49%
2,794 $930,000
Q1 2024

Apr 12, 2024

BUY
$278.63 - $366.43 $25,355 - $33,345
91 Added 3.77%
2,506 $918,000
Q4 2023

Feb 12, 2024

SELL
$226.05 - $298.12 $30,290 - $39,948
-134 Reduced 5.26%
2,415 $714,000
Q2 2023

Jul 27, 2023

BUY
$205.75 - $247.67 $98,142 - $118,138
477 Added 23.02%
2,549 $627,000
Q1 2023

May 09, 2023

SELL
$215.01 - $264.54 $1,720 - $2,116
-8 Reduced 0.38%
2,072 $474,000
Q4 2022

Feb 01, 2023

SELL
$171.23 - $243.14 $72,943 - $103,577
-426 Reduced 17.0%
2,080 $498,000
Q3 2022

Nov 03, 2022

BUY
$162.44 - $198.25 $83,819 - $102,297
516 Added 25.93%
2,506 $411,000
Q1 2022

Apr 26, 2022

BUY
$182.83 - $229.87 $12,798 - $16,090
70 Added 3.65%
1,990 $443,000
Q4 2021

Jan 25, 2022

SELL
$188.94 - $214.25 $2.18 Million - $2.47 Million
-11,520 Reduced 85.71%
1,920 $397,000
Q4 2021

Jan 13, 2022

BUY
$188.94 - $214.25 $2.18 Million - $2.47 Million
11,520 Added 600.0%
13,440 $2.78 Million
Q2 2021

Jul 27, 2021

BUY
$208.86 - $244.79 $25,063 - $29,374
120 Added 6.67%
1,920 $417,000
Q2 2020

Jul 14, 2020

SELL
$104.48 - $137.72 $1,044 - $1,377
-10 Reduced 0.55%
1,800 $228,000
Q1 2020

Apr 21, 2020

BUY
$91.85 - $150.53 $918 - $1,505
10 Added 0.56%
1,810 $210,000
Q4 2018

Feb 01, 2019

BUY
$112.34 - $158.22 $202,212 - $284,796
1,800 New
1,800 $237,000

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 $203B
  • 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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