Buckingham Strategic Wealth, LLC Caterpillar Inc Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 19,162 shares of CAT stock, worth $6.96 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,162
Previous 19,611 2.29%
Holding current value
$6.96 Million
Previous $7.19 Million 11.19%
% of portfolio
0.07%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$321.47 - $379.3 $144,340 - $170,305
-449 Reduced 2.29%
19,162 $6.38 Million
Q1 2024

May 09, 2024
SELL
$278.63 - $366.43 $674,005 - $886,394
-2,419 Reduced 10.98%
19,611 $7.19 Million
Q4 2023

Feb 14, 2024
SELL
$226.05 - $298.12 $268,321 - $353,868
-1,187 Reduced 5.11%
22,030 $6.51 Million
Q3 2023

Nov 13, 2023
SELL
$240.58 - $288.65 $34,884 - $41,854
-145 Reduced 0.62%
23,217 $6.34 Million
Q2 2023

Aug 11, 2023
BUY
$205.75 - $247.67 $856,125 - $1.03 Million
4,161 Added 21.67%
23,362 $5.75 Million
Q4 2022

Feb 13, 2023
BUY
$171.23 - $243.14 $199,996 - $283,987
1,168 Added 6.48%
19,201 $4.6 Million
Q3 2022

Nov 07, 2022
SELL
$162.44 - $198.25 $28,751 - $35,090
-177 Reduced 0.97%
18,033 $2.96 Million
Q2 2022

Aug 12, 2022
BUY
$178.67 - $235.08 $1.79 Million - $2.35 Million
10,006 Added 121.96%
18,210 $3.26 Million
Q1 2022

May 10, 2022
SELL
$182.83 - $229.87 $4,936 - $6,206
-27 Reduced 0.33%
8,204 $1.83 Million
Q4 2021

Feb 09, 2022
SELL
$188.94 - $214.25 $41,566 - $47,135
-220 Reduced 2.6%
8,231 $1.7 Million
Q3 2021

Nov 10, 2021
BUY
$189.84 - $221.66 $36,259 - $42,337
191 Added 2.31%
8,451 $1.62 Million
Q2 2021

Aug 06, 2021
BUY
$208.86 - $244.79 $2,297 - $2,692
11 Added 0.13%
8,260 $1.8 Million
Q1 2021

Apr 30, 2021
BUY
$180.63 - $233.63 $156,244 - $202,089
865 Added 11.71%
8,249 $1.91 Million
Q4 2020

Feb 16, 2021
BUY
$146.71 - $182.21 $49,294 - $61,222
336 Added 4.77%
7,384 $1.34 Million
Q3 2020

Nov 12, 2020
BUY
$125.73 - $153.87 $119,820 - $146,638
953 Added 15.64%
7,048 $1.05 Million
Q2 2020

Aug 03, 2020
SELL
$104.48 - $137.72 $1.07 Million - $1.41 Million
-10,255 Reduced 62.72%
6,095 $771,000
Q1 2020

May 07, 2020
BUY
$91.85 - $150.53 $874,871 - $1.43 Million
9,525 Added 139.56%
16,350 $1.9 Million
Q4 2019

Feb 04, 2020
BUY
$117.97 - $148.5 $7,196 - $9,058
61 Added 0.9%
6,825 $1.01 Million
Q3 2019

Nov 12, 2019
SELL
$113.38 - $139.64 $85,375 - $105,148
-753 Reduced 10.02%
6,764 $854,000
Q2 2019

Aug 05, 2019
BUY
$119.81 - $143.36 $154,075 - $184,360
1,286 Added 20.64%
7,517 $1.03 Million
Q1 2019

May 02, 2019
SELL
$121.51 - $141.41 $160,879 - $187,226
-1,324 Reduced 17.52%
6,231 $844,000
Q4 2018

Feb 11, 2019
BUY
$112.34 - $158.22 $371,733 - $523,549
3,309 Added 77.93%
7,555 $960,000
Q3 2018

Nov 02, 2018
BUY
$132.02 - $156.38 $95,450 - $113,062
723 Added 20.52%
4,246 $648,000
Q2 2018

Aug 13, 2018
BUY
$134.61 - $158.92 $178,223 - $210,410
1,324 Added 60.21%
3,523 $478,000
Q1 2018

May 14, 2018
SELL
$144.29 - $170.89 $309,069 - $366,046
-2,142 Reduced 49.34%
2,199 $324,000
Q4 2017

Feb 12, 2018
SELL
$124.72 - $158.42 $25,318 - $32,159
-203 Reduced 4.47%
4,341 $684,000
Q3 2017

Nov 08, 2017
BUY
$112.85 - $125.23 $512,790 - $569,045
4,544
4,544 $567,000

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
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 $192B
  • 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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