Bordeaux Wealth Advisors LLC Caterpillar Inc Transaction History

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,276 shares of CAT stock, worth $418,974. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,276
Previous 2,420 47.27%
Holding current value
$418,974
Previous $715,000 34.69%
% of portfolio
0.15%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$278.63 - $366.43 $318,752 - $419,195
-1,144 Reduced 47.27%
1,276 $467,000
Q4 2023

Feb 06, 2024
BUY
$226.05 - $298.12 $28,708 - $37,861
127 Added 5.54%
2,420 $715,000
Q3 2023

Oct 27, 2023
SELL
$240.58 - $288.65 $70,008 - $83,997
-291 Reduced 11.26%
2,293 $625,000
Q2 2023

Aug 09, 2023
SELL
$205.75 - $247.67 $2,263 - $2,724
-11 Reduced 0.42%
2,584 $635,000
Q1 2023

May 04, 2023
BUY
$215.01 - $264.54 $18,275 - $22,485
85 Added 3.39%
2,595 $593,000
Q4 2022

Feb 13, 2023
SELL
$171.23 - $243.14 $22,944 - $32,580
-134 Reduced 5.07%
2,510 $601,000
Q3 2022

Nov 04, 2022
BUY
$162.44 - $198.25 $21,766 - $26,565
134 Added 5.34%
2,644 $434,000
Q2 2022

Jul 28, 2022
SELL
$178.67 - $235.08 $8,397 - $11,048
-47 Reduced 1.84%
2,510 $449,000
Q1 2022

May 03, 2022
BUY
$182.83 - $229.87 $8,044 - $10,114
44 Added 1.75%
2,557 $570,000
Q4 2021

Jan 27, 2022
BUY
$188.94 - $214.25 $2,456 - $2,785
13 Added 0.52%
2,513 $520,000
Q4 2020

Feb 04, 2021
BUY
$146.71 - $182.21 $366,775 - $455,525
2,500 New
2,500 $455,000

Others Institutions Holding CAT

# of Institutions
2,952
Shares Held
337M
Call Options Held
10.3M
Put Options Held
10.3M
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 $173B
  • 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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