A detailed history of Consilium Wealth Advisory, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 1,079 shares of CAT stock, worth $359,911. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,079
Previous 1,079 -0.0%
Holding current value
$359,911
Previous $395,000 9.11%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Apr 30, 2024

SELL
$278.63 - $366.43 $8,358 - $10,992
-30 Reduced 2.71%
1,079 $395,000
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $7,007 - $9,241
31 Added 2.88%
1,109 $327,000
Q2 2023

Jul 13, 2023

BUY
$205.75 - $247.67 $205 - $247
1 Added 0.09%
1,078 $265,000
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $184,414 - $261,861
1,077 New
1,077 $257,000
Q2 2022

Jul 12, 2022

SELL
$178.67 - $235.08 $192,248 - $252,946
-1,076 Closed
0 $0
Q1 2022

Apr 18, 2022

SELL
$182.83 - $229.87 $2,925 - $3,677
-16 Reduced 1.47%
1,076 $240,000
Q4 2021

Jan 26, 2022

BUY
$188.94 - $214.25 $206,322 - $233,961
1,092 New
1,092 $226,000

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 $176B
  • 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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