Cfm Wealth Partners LLC Caterpillar Inc Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 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 5,488 shares of CAT stock, worth $1.89 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

5,488

Previous 5,588 1.79%

Holding current value

$1.89 Million

Previous $2.05 Million 10.7%

% of portfolio

0.34%

Previous 0.41%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,971

Shares Held

340M

Call Options Held

8.28M

Put Options Held

8.72M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $182B
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...

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Cfm Wealth Partners LLC Caterpillar Inc Transaction History