A detailed history of Ci Private Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ci Private Wealth, LLC holds 727,454 shares of CAT stock, worth $242 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
727,454
Previous 743,632 2.18%
Holding current value
$242 Million
Previous $220 Million 21.24%
% of portfolio
0.42%
Previous 0.41%

Shares

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

May 09, 2024

SELL
$278.63 - $366.43 $4.51 Million - $5.93 Million
-16,178 Reduced 2.18%
727,454 $267 Million
Q4 2023

Feb 09, 2024

BUY
$226.05 - $298.12 $7.48 Million - $9.86 Million
33,072 Added 4.65%
743,632 $220 Million
Q3 2023

Nov 03, 2023

SELL
$240.58 - $288.65 $6,736 - $8,082
-28 Reduced -0.0%
710,560 $194 Million
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $13.3 Million - $16 Million
64,783 Added 10.03%
710,588 $175 Million
Q1 2023

May 15, 2023

BUY
$215.01 - $264.54 $54.8 Million - $67.4 Million
254,761 Added 65.15%
645,805 $148 Million
Q4 2022

Feb 15, 2023

BUY
$171.23 - $243.14 $67 Million - $95.1 Million
391,044 New
391,044 $93.7 Million

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 $176B
  • 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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