A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 755 shares of CAT stock, worth $299,802. This represents 0.1% of its overall portfolio holdings.

Number of Shares
755
Previous 925 18.38%
Holding current value
$299,802
Previous $211,000 18.96%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Aug 09, 2024

SELL
$321.47 - $379.3 $54,649 - $64,481
-170 Reduced 18.38%
755 $251,000
Q1 2023

May 10, 2023

BUY
$215.01 - $264.54 $8,600 - $10,581
40 Added 4.52%
925 $211,000
Q4 2022

Jan 18, 2023

BUY
$171.23 - $243.14 $151,538 - $215,178
885 New
885 $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 $210B
  • 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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