A detailed history of Commonwealth Financial Services, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 1,053 shares of CAT stock, worth $581,308. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,053
Previous 984 7.01%
Holding current value
$581,308
Previous $382 Million 31.58%
% of portfolio
0.09%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$390.92 - $477.15 $26,973 - $32,923
69 Added 7.01%
1,053 $503 Million
Q2 2025

Jul 25, 2025

BUY
$273.94 - $388.21 $4,109 - $5,823
15 Added 1.55%
984 $382 Million
Q1 2025

May 09, 2025

SELL
$326.75 - $407.63 $980 - $1,222
-3 Reduced 0.31%
969 $320 Million
Q4 2024

Jan 24, 2025

BUY
$360.37 - $416.88 $3,243 - $3,751
9 Added 0.93%
972 $353 Million
Q3 2024

Oct 22, 2024

SELL
$316.8 - $391.12 $12,988 - $16,035
-41 Reduced 4.08%
963 $378 Million
Q2 2024

Aug 13, 2024

SELL
$321.47 - $379.3 $35,361 - $41,723
-110 Reduced 9.87%
1,004 $330 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $11,528 - $15,204
51 Added 4.8%
1,114 $329 Million
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $255,736 - $306,834
1,063 New
1,063 $290 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 $291B
  • 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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