A detailed history of Connectus Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Connectus Wealth, LLC holds 71,187 shares of CAT stock, worth $27.3 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
71,187
Previous 2,763 2476.44%
Holding current value
$27.3 Million
Previous $816,000 3096.69%
% of portfolio
0.6%
Previous 0.01%

Shares

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

May 14, 2024

BUY
$278.63 - $366.43 $19.1 Million - $25.1 Million
68,424 Added 2476.44%
71,187 $26.1 Million
Q4 2023

Feb 14, 2024

SELL
$226.05 - $298.12 $19,440 - $25,638
-86 Reduced 3.02%
2,763 $816,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $320,452 - $384,481
1,332 Added 87.8%
2,849 $777,000
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $19,134 - $23,033
93 Added 6.53%
1,517 $373,000
Q1 2023

May 11, 2023

BUY
$215.01 - $264.54 $306,174 - $376,704
1,424 New
1,424 $325,000
Q2 2022

Aug 08, 2022

SELL
$178.67 - $235.08 $1.77 Million - $2.33 Million
-9,906 Closed
0 $0
Q1 2022

May 06, 2022

SELL
$182.83 - $229.87 $29,801 - $37,468
-163 Reduced 1.62%
9,906 $2.05 Million
Q4 2021

Feb 09, 2022

BUY
$188.94 - $214.25 $1.9 Million - $2.16 Million
10,069 New
10,069 $2.09 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 $203B
  • 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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