A detailed history of Cjm Wealth Advisers, Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 1,200 shares of CAT stock, worth $489,396. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,199 0.08%
Holding current value
$489,396
Previous $395 Million 18.94%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 03, 2024

BUY
$316.8 - $391.12 $316 - $391
1 Added 0.08%
1,200 $469 Million
Q2 2024

Jul 08, 2024

BUY
$321.47 - $379.3 $321 - $379
1 Added 0.08%
1,199 $395 Million
Q1 2024

Apr 08, 2024

SELL
$278.63 - $366.43 $1,393 - $1,832
-5 Reduced 0.42%
1,198 $439 Million
Q4 2023

Jan 19, 2024

BUY
$226.05 - $298.12 $1,582 - $2,086
7 Added 0.59%
1,203 $356 Million
Q3 2023

Oct 26, 2023

BUY
$240.58 - $288.65 $240 - $288
1 Added 0.08%
1,196 $327 Million
Q2 2023

Sep 15, 2023

BUY
$205.75 - $247.67 $205 - $247
1 Added 0.08%
1,195 $294 Million
Q1 2023

Sep 15, 2023

BUY
$215.01 - $264.54 $215 - $264
1 Added 0.08%
1,194 $273 Million
Q4 2022

Sep 15, 2023

BUY
$171.23 - $243.14 $204,277 - $290,066
1,193 New
1,193 $286 Million
Q3 2022

Sep 15, 2023

SELL
$162.44 - $198.25 $193,466 - $236,115
-1,191 Closed
0 $0
Q4 2021

Sep 15, 2023

BUY
$188.94 - $214.25 $225,027 - $255,171
1,191 New
1,191 $246 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 $215B
  • 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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