A detailed history of Copperwynd Financial, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Copperwynd Financial, LLC holds 1,734 shares of CAT stock, worth $666,653. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,734
Previous 1,269 36.64%
Holding current value
$666,653
Previous $422,000 60.66%
% of portfolio
0.21%
Previous 0.13%

Shares

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

Nov 04, 2024

BUY
$316.8 - $391.12 $147,312 - $181,870
465 Added 36.64%
1,734 $678,000
Q2 2024

Aug 15, 2024

BUY
$321.47 - $379.3 $407,945 - $481,331
1,269 New
1,269 $422,000
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $9,946 - $13,117
-44 Reduced 3.65%
1,161 $343,000
Q3 2023

Nov 07, 2023

BUY
$240.58 - $288.65 $36,808 - $44,163
153 Added 14.54%
1,205 $328,000
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $11,110 - $13,374
54 Added 5.41%
1,052 $258,000
Q1 2023

Apr 28, 2023

BUY
$215.01 - $264.54 $214,579 - $264,010
998 New
998 $228,000

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 $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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