A detailed history of Cassaday & CO Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,675 shares of CAT stock, worth $655,126. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,675
Previous 1,877 10.76%
Holding current value
$655,126
Previous $687,000 18.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 30, 2024

SELL
$321.47 - $379.3 $64,936 - $76,618
-202 Reduced 10.76%
1,675 $557,000
Q1 2024

May 08, 2024

BUY
$278.63 - $366.43 $62,970 - $82,813
226 Added 13.69%
1,877 $687,000
Q4 2023

Feb 09, 2024

SELL
$226.05 - $298.12 $38,880 - $51,276
-172 Reduced 9.43%
1,651 $488,000
Q3 2023

Nov 06, 2023

BUY
$240.58 - $288.65 $74,339 - $89,192
309 Added 20.41%
1,823 $497,000
Q2 2023

Aug 07, 2023

SELL
$205.75 - $247.67 $34,977 - $42,103
-170 Reduced 10.1%
1,514 $372,000
Q1 2023

May 03, 2023

SELL
$215.01 - $264.54 $21,931 - $26,983
-102 Reduced 5.71%
1,684 $385,000
Q4 2022

Feb 07, 2023

BUY
$171.23 - $243.14 $305,816 - $434,248
1,786 New
1,786 $0

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 $206B
  • 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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