A detailed history of Centric Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Centric Wealth Management holds 926 shares of CAT stock, worth $351,537. This represents 0.09% of its overall portfolio holdings.

Number of Shares
926
Previous 926 -0.0%
Holding current value
$351,537
Previous $339,000 9.14%
% of portfolio
0.09%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$278.63 - $366.43 $9,194 - $12,092
33 Added 3.7%
926 $339,000
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $5,651 - $7,453
25 Added 2.88%
893 $264,000
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $178,591 - $214,977
868 New
868 $213,000

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 $200B
  • 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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