A detailed history of Connecticut Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 5,500 shares of CAT stock, worth $2.15 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,500
Previous 5,501 0.02%
Holding current value
$2.15 Million
Previous $2.02 Million 9.08%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Aug 13, 2024

SELL
$321.47 - $379.3 $321 - $379
-1 Reduced 0.02%
5,500 $1.83 Million
Q1 2024

May 01, 2024

SELL
$278.63 - $366.43 $278 - $366
-1 Reduced 0.02%
5,501 $2.02 Million
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $918,215 - $1.21 Million
4,062 Added 282.08%
5,502 $1.63 Million
Q3 2023

Oct 19, 2023

BUY
$240.58 - $288.65 $346,435 - $415,655
1,440 New
1,440 $393,000

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 $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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