A detailed history of Canvas Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 827 shares of CAT stock, worth $298,025. This represents 0.09% of its overall portfolio holdings.

Number of Shares
827
Holding current value
$298,025
% of portfolio
0.09%

Shares

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

Oct 15, 2024

BUY
$316.8 - $391.12 $261,993 - $323,456
827 New
827 $323,000
Q2 2022

Jul 25, 2022

SELL
$178.67 - $235.08 $200,289 - $263,524
-1,121 Closed
0 $0
Q1 2022

May 09, 2022

SELL
$182.83 - $229.87 $2,559 - $3,218
-14 Reduced 1.23%
1,121 $239,000
Q4 2021

Jan 19, 2022

BUY
$188.94 - $214.25 $214,446 - $243,173
1,135 New
1,135 $235,000
Q3 2021

Oct 15, 2021

SELL
$189.84 - $221.66 $181,297 - $211,685
-955 Closed
0 $0
Q2 2021

Aug 02, 2021

BUY
$208.86 - $244.79 $13,575 - $15,911
65 Added 7.3%
955 $208,000
Q1 2021

Apr 26, 2021

BUY
$180.63 - $233.63 $160,760 - $207,930
890 New
890 $206,000

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 $190B
  • 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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