Cm Wealth Advisors LLC Caterpillar Inc Transaction History

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024

Shares

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

May 13, 2024
BUY
$278.63 - $366.43 $264,698 - $348,108
950 New
950 $348,000
Q2 2023

Aug 15, 2023
SELL
$205.75 - $247.67 $1.13 Million - $1.36 Million
-5,471 Reduced 83.44%
1,086 $267,000
Q1 2023

May 01, 2023
BUY
$215.01 - $264.54 $1.41 Million - $1.73 Million
6,557 New
6,557 $1.43 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 $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
Track This Portfolio

Track Cm Wealth Advisors LLC Portfolio

Follow Cm Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cm Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email