A detailed history of Capital Advisors Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,164 shares of CAT stock, worth $447,057. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,164
Previous 1,163 0.09%
Holding current value
$447,057
Previous $387,000 17.57%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 15, 2024

BUY
$316.8 - $391.12 $316 - $391
1 Added 0.09%
1,164 $455,000
Q1 2024

Apr 12, 2024

SELL
$278.63 - $366.43 $5,851 - $7,695
-21 Reduced 1.77%
1,163 $426,000
Q4 2023

Jan 08, 2024

BUY
$226.05 - $298.12 $4,973 - $6,558
22 Added 1.89%
1,184 $350,000
Q2 2023

Jul 11, 2023

BUY
$205.75 - $247.67 $16,665 - $20,061
81 Added 7.49%
1,162 $285,000
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $185,099 - $262,834
1,081 New
1,081 $258,000
Q2 2022

Aug 04, 2022

SELL
$178.67 - $235.08 $192,784 - $253,651
-1,079 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$182.83 - $229.87 $3,656 - $4,597
20 Added 1.89%
1,079 $241,000
Q4 2021

Feb 04, 2022

BUY
$188.94 - $214.25 $188 - $214
1 Added 0.09%
1,059 $219,000
Q1 2021

Apr 20, 2021

BUY
$180.63 - $233.63 $191,106 - $247,180
1,058 New
1,058 $245,000

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 $203B
  • 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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