A detailed history of Cassady Schiller Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 248 shares of CAT stock, worth $96,618. This represents 0.04% of its overall portfolio holdings.

Number of Shares
248
Previous 548 54.74%
Holding current value
$96,618
Previous $182,000 47.25%
% of portfolio
0.04%
Previous 0.08%

Shares

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

Nov 06, 2024

SELL
$316.8 - $391.12 $95,040 - $117,336
-300 Reduced 54.74%
248 $96,000
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $69,100 - $90,874
248 Added 82.67%
548 $200,000
Q3 2023

Nov 09, 2023

SELL
$240.58 - $288.65 $12,029 - $14,432
-50 Reduced 14.29%
300 $81,000
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $61,725 - $74,301
300 Added 600.0%
350 $86,000
Q1 2023

May 12, 2023

SELL
$215.01 - $264.54 $645 - $793
-3 Reduced 5.66%
50 $11,000
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $9,075 - $12,886
53 New
53 $12,000
Q1 2022

May 12, 2022

SELL
$182.83 - $229.87 $1,279 - $1,609
-7 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$188.94 - $214.25 $1,322 - $1,499
7 New
7 $1,000

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 $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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