A detailed history of Brass Tax Wealth Management, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 646 shares of CAT stock, worth $199,788. This represents 0.04% of its overall portfolio holdings.

Number of Shares
646
Previous 574 12.54%
Holding current value
$199,788
Previous $208 Million 2.38%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

BUY
$326.75 - $407.63 $23,526 - $29,349
72 Added 12.54%
646 $213 Million
Q4 2024

Apr 29, 2025

SELL
$360.37 - $416.88 $7,207 - $8,337
-20 Reduced 3.37%
574 $208 Million
Q3 2024

Apr 29, 2025

BUY
$316.8 - $391.12 $188,179 - $232,325
594 New
594 $232 Million
Q2 2024

Aug 09, 2024

BUY
$321.47 - $379.3 $228,243 - $269,303
710 New
710 $236,000

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 $163B
  • 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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