A detailed history of Clarus Wealth Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Clarus Wealth Advisors holds 3,022 shares of CAT stock, worth $1.2 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
3,022
Previous 2,967 1.85%
Holding current value
$1.2 Million
Previous $988,000 19.53%
% of portfolio
0.6%
Previous 0.54%

Shares

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

Oct 08, 2024

BUY
$316.8 - $391.12 $17,424 - $21,511
55 Added 1.85%
3,022 $1.18 Million
Q2 2024

Jul 11, 2024

BUY
$321.47 - $379.3 $37,933 - $44,757
118 Added 4.14%
2,967 $988,000
Q1 2024

Apr 11, 2024

SELL
$278.63 - $366.43 $42,351 - $55,697
-152 Reduced 5.06%
2,849 $1.04 Million
Q4 2023

Jan 22, 2024

SELL
$226.05 - $298.12 $72,109 - $95,100
-319 Reduced 9.61%
3,001 $887,000
Q2 2023

Jul 10, 2023

BUY
$205.75 - $247.67 $31,685 - $38,141
154 Added 4.86%
3,320 $816,000
Q1 2023

Apr 10, 2023

BUY
$215.01 - $264.54 $44,292 - $54,495
206 Added 6.96%
3,166 $724,000
Q4 2022

Jan 12, 2023

BUY
$171.23 - $243.14 $128,251 - $182,111
749 Added 33.88%
2,960 $0
Q3 2022

Oct 11, 2022

BUY
$162.44 - $198.25 $33,300 - $40,641
205 Added 10.22%
2,211 $395,000
Q2 2022

Jul 13, 2022

BUY
$178.67 - $235.08 $15,722 - $20,687
88 Added 4.59%
2,006 $351,000
Q1 2022

Apr 12, 2022

BUY
$182.83 - $229.87 $6,947 - $8,735
38 Added 2.02%
1,918 $414,000
Q4 2021

Jan 13, 2022

BUY
$188.94 - $214.25 $31,741 - $35,994
168 Added 9.81%
1,880 $388,000
Q3 2021

Oct 06, 2021

SELL
$189.84 - $221.66 $136,305 - $159,151
-718 Reduced 29.55%
1,712 $330,000
Q2 2021

Jul 13, 2021

SELL
$208.86 - $244.79 $332,296 - $389,460
-1,591 Reduced 39.57%
2,430 $531,000
Q1 2021

Apr 12, 2021

BUY
$180.63 - $233.63 $264,622 - $342,267
1,465 Added 57.32%
4,021 $932,000
Q4 2020

Jan 12, 2021

BUY
$146.71 - $182.21 $108,712 - $135,017
741 Added 40.83%
2,556 $465,000
Q3 2020

Oct 08, 2020

BUY
$125.73 - $153.87 $15,590 - $19,079
124 Added 7.33%
1,815 $270,000
Q2 2020

Jul 09, 2020

BUY
$104.48 - $137.72 $176,675 - $232,884
1,691 New
1,691 $213,000
Q1 2020

Apr 08, 2020

SELL
$91.85 - $150.53 $140,254 - $229,859
-1,527 Closed
0 $0
Q4 2019

Jan 10, 2020

SELL
$117.97 - $148.5 $151,001 - $190,080
-1,280 Reduced 45.6%
1,527 $225,000
Q3 2019

Oct 11, 2019

BUY
$113.38 - $139.64 $150,795 - $185,721
1,330 Added 90.05%
2,807 $355,000
Q2 2019

Jul 24, 2019

BUY
$119.81 - $143.36 $2,635 - $3,153
22 Added 1.51%
1,477 $201,000
Q1 2019

Apr 04, 2019

BUY
$121.51 - $141.41 $607 - $707
5 Added 0.34%
1,455 $197,000
Q4 2018

Feb 05, 2019

BUY
$112.34 - $158.22 $23,928 - $33,700
213 Added 17.22%
1,450 $184,000
Q4 2018

Jan 08, 2019

BUY
$112.34 - $158.22 $138,964 - $195,718
1,237 New
1,237 $189,000
Q4 2018

Jan 07, 2019

SELL
$112.34 - $158.22 $138,964 - $195,718
-1,237 Closed
0 $0
Q3 2018

Oct 03, 2018

SELL
$132.02 - $156.38 $263,643 - $312,290
-1,997 Reduced 61.75%
1,237 $189,000
Q1 2018

May 11, 2018

SELL
$144.29 - $170.89 $171,272 - $202,846
-1,187 Reduced 26.85%
3,234 $477,000
Q4 2017

Feb 05, 2018

BUY
$124.72 - $158.42 $551,387 - $700,374
4,421
4,421 $697,000

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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