A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,432 shares of CAT stock, worth $538,145. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,432
Previous 1,433 0.07%
Holding current value
$538,145
Previous $477,000 17.4%
% of portfolio
0.33%
Previous 0.3%

Shares

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

Oct 21, 2024

SELL
$316.8 - $391.12 $316 - $391
-1 Reduced 0.07%
1,432 $560,000
Q1 2024

May 07, 2024

BUY
$278.63 - $366.43 $23,126 - $30,413
83 Added 6.15%
1,433 $525,000
Q4 2023

Feb 08, 2024

SELL
$226.05 - $298.12 $4,973 - $6,558
-22 Reduced 1.6%
1,350 $399,000
Q3 2023

Nov 09, 2023

SELL
$240.58 - $288.65 $11,547 - $13,855
-48 Reduced 3.38%
1,372 $374,000
Q2 2023

Aug 01, 2023

BUY
$205.75 - $247.67 $1,234 - $1,486
6 Added 0.42%
1,420 $349,000
Q1 2023

Apr 26, 2023

BUY
$215.01 - $264.54 $1,075 - $1,322
5 Added 0.35%
1,414 $323,000
Q4 2022

Feb 06, 2023

BUY
$171.23 - $243.14 $142,634 - $202,535
833 Added 144.62%
1,409 $338,000
Q3 2022

Nov 09, 2022

BUY
$162.44 - $198.25 $324 - $396
2 Added 0.35%
576 $94,000
Q2 2022

Aug 02, 2022

BUY
$178.67 - $235.08 $178 - $235
1 Added 0.17%
574 $103,000
Q1 2022

May 05, 2022

BUY
$182.83 - $229.87 $365 - $459
2 Added 0.35%
573 $128,000
Q4 2021

Feb 10, 2022

BUY
$188.94 - $214.25 $107,884 - $122,336
571 New
571 $118,000

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 $198B
  • 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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