A detailed history of Congress Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 58,982 shares of CAT stock, worth $23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
58,982
Previous 47,030 25.41%
Holding current value
$23 Million
Previous $15.7 Million 47.26%
% of portfolio
0.32%
Previous 0.26%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $3.79 Million - $4.67 Million
11,952 Added 25.41%
58,982 $23.1 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $320,505 - $378,162
997 Added 2.17%
47,030 $15.7 Million
Q1 2024

Apr 18, 2024

SELL
$278.63 - $366.43 $388,688 - $511,169
-1,395 Reduced 2.94%
46,033 $16.9 Million
Q4 2023

Feb 09, 2024

BUY
$226.05 - $298.12 $108,956 - $143,693
482 Added 1.03%
47,428 $14 Million
Q3 2023

Oct 30, 2023

BUY
$240.58 - $288.65 $104,171 - $124,985
433 Added 0.93%
46,946 $12.8 Million
Q2 2023

Jul 13, 2023

BUY
$205.75 - $247.67 $111,722 - $134,484
543 Added 1.18%
46,513 $11.4 Million
Q1 2023

Apr 14, 2023

SELL
$215.01 - $264.54 $11.4 Million - $14 Million
-52,992 Reduced 53.55%
45,970 $10.5 Million
Q4 2022

Feb 02, 2023

BUY
$171.23 - $243.14 $28,252 - $40,118
165 Added 0.17%
98,962 $23.7 Million
Q3 2022

Nov 08, 2022

BUY
$162.44 - $198.25 $817,398 - $997,594
5,032 Added 5.37%
98,797 $16.2 Million
Q2 2022

Aug 11, 2022

SELL
$178.67 - $235.08 $154,192 - $202,874
-863 Reduced 0.91%
93,765 $16.8 Million
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $2.95 Million - $3.71 Million
16,137 Added 20.56%
94,628 $21.1 Million
Q4 2021

Feb 04, 2022

BUY
$188.94 - $214.25 $14.8 Million - $16.8 Million
78,491 New
78,491 $16.2 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 $206B
  • 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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