Cfm Wealth Partners LLC Caterpillar Inc Transaction History

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 5,540 shares of CAT stock, worth $2.16 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,540
Previous 5,588 0.86%
Holding current value
$2.16 Million
Previous $2.19 Million 0.87%
% of portfolio
0.38%
Previous 0.45%

Shares

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

Oct 23, 2024
SELL
$316.8 - $391.12 $15,206 - $18,773
-48 Reduced 0.86%
5,540 $2.17 Million
Q3 2024

Oct 15, 2024
BUY
$316.8 - $391.12 $31,680 - $39,112
100 Added 1.82%
5,588 $2.19 Million
Q2 2024

Jul 18, 2024
SELL
$321.47 - $379.3 $32,147 - $37,930
-100 Reduced 1.79%
5,488 $1.83 Million
Q1 2024

Apr 15, 2024
SELL
$278.63 - $366.43 $27,863 - $36,643
-100 Reduced 1.76%
5,588 $2.05 Million
Q1 2023

Apr 12, 2023
BUY
$215.01 - $264.54 $1.22 Million - $1.5 Million
5,688 New
5,688 $1.3 Million
Q4 2022

Jan 19, 2023
SELL
$171.23 - $243.14 $7,534 - $10,698
-44 Reduced 0.79%
5,498 $1.32 Billion
Q3 2022

Oct 17, 2022
BUY
$162.44 - $198.25 $16,244 - $19,825
100 Added 1.84%
5,542 $909,000
Q2 2022

Jul 12, 2022
BUY
$178.67 - $235.08 $6,074 - $7,992
34 Added 0.63%
5,442 $973,000
Q1 2022

Apr 14, 2022
BUY
$182.83 - $229.87 $18,283 - $22,987
100 Added 1.88%
5,408 $1.21 Million
Q4 2021

Jan 21, 2022
SELL
$188.94 - $214.25 $42,133 - $47,777
-223 Reduced 4.03%
5,308 $1.1 Million
Q3 2021

Oct 25, 2021
SELL
$189.84 - $221.66 $74,417 - $86,890
-392 Reduced 6.62%
5,531 $1.06 Million
Q2 2021

Jul 21, 2021
BUY
$208.86 - $244.79 $39,056 - $45,775
187 Added 3.26%
5,923 $1.29 Million
Q4 2020

Feb 10, 2021
SELL
$146.71 - $182.21 $37,997 - $47,192
-259 Reduced 4.32%
5,736 $1.04 Million
Q3 2020

Nov 10, 2020
SELL
$125.73 - $153.87 $176,022 - $215,418
-1,400 Reduced 18.93%
5,995 $894,000
Q2 2020

Aug 14, 2020
BUY
$104.48 - $137.72 $10,448 - $13,772
100 Added 1.37%
7,395 $935,000
Q1 2020

May 12, 2020
BUY
$91.85 - $150.53 $6,429 - $10,537
70 Added 0.97%
7,295 $847,000
Q4 2019

Jan 30, 2020
BUY
$117.97 - $148.5 $852,333 - $1.07 Million
7,225 New
7,225 $1.07 Million

Others Institutions Holding CAT

# of Institutions
3,121
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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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