A detailed history of Burt Wealth Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Burt Wealth Advisors holds 624 shares of CAT stock, worth $204,522. This represents 0.06% of its overall portfolio holdings.

Number of Shares
624
Holding current value
$204,522
% of portfolio
0.06%

Shares

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

Apr 18, 2024

BUY
$278.63 - $366.43 $173,865 - $228,652
624 New
624 $228,000
Q1 2021

Apr 15, 2021

SELL
$180.63 - $233.63 $94,650 - $122,422
-524 Closed
0 $0
Q3 2020

Nov 10, 2020

SELL
$125.73 - $153.87 $27,660 - $33,851
-220 Reduced 29.57%
524 $78,000
Q1 2020

Apr 29, 2020

SELL
$91.85 - $150.53 $3,674 - $6,021
-40 Reduced 5.1%
744 $86,000
Q4 2019

Jan 29, 2020

SELL
$117.97 - $148.5 $151,355 - $190,525
-1,283 Reduced 62.07%
784 $116,000
Q2 2018

Jul 27, 2018

SELL
$134.61 - $158.92 $24,499 - $28,923
-182 Reduced 8.09%
2,067 $280,000
Q4 2017

Jan 30, 2018

SELL
$124.72 - $158.42 $31,803 - $40,397
-255 Reduced 10.18%
2,249 $354,000
Q2 2017

Aug 07, 2017

BUY
N/A
2,504
2,504 $269,000

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 $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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