A detailed history of Compass Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Compass Wealth Management LLC holds 159 shares of CAT stock, worth $58,200. This represents 0.01% of its overall portfolio holdings.

Number of Shares
159
Previous 159 -0.0%
Holding current value
$58,200
Previous $53 Million 17.42%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$321.47 - $379.3 $1,928 - $2,275
-6 Reduced 3.64%
159 $53 Million
Q4 2022

Feb 17, 2023

BUY
$171.23 - $243.14 $28,252 - $40,118
165 New
165 $39.5 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 $193B
  • 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 Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management 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 Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.