A detailed history of Core Wealth Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 8,801 shares of CAT stock, worth $2.89 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
8,801
Previous 9,529 7.64%
Holding current value
$2.89 Million
Previous $2.82 Million 14.45%
% of portfolio
1.1%
Previous 1.04%

Shares

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

May 15, 2024

SELL
$278.63 - $366.43 $202,842 - $266,761
-728 Reduced 7.64%
8,801 $3.22 Million
Q4 2023

Feb 14, 2024

SELL
$226.05 - $298.12 $23,735 - $31,302
-105 Reduced 1.09%
9,529 $2.82 Million
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $5,292 - $6,350
22 Added 0.23%
9,634 $2.63 Million
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $83,328 - $100,306
405 Added 4.4%
9,612 $2.37 Million
Q1 2023

Apr 27, 2023

BUY
$215.01 - $264.54 $238,446 - $293,374
1,109 Added 13.69%
9,207 $2.11 Million
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $69,348 - $98,471
405 Added 5.26%
8,098 $1.94 Million
Q3 2022

Nov 10, 2022

BUY
$162.44 - $198.25 $149,119 - $181,993
918 Added 13.55%
7,693 $1.26 Million
Q2 2022

Aug 12, 2022

BUY
$178.67 - $235.08 $1.21 Million - $1.59 Million
6,775 New
6,775 $1.21 Million
Q1 2022

May 16, 2022

SELL
$182.83 - $229.87 $54,849 - $68,961
-300 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $56,682 - $64,275
300 New
300 $62,000
Q3 2021

Nov 09, 2021

SELL
$189.84 - $221.66 $954,515 - $1.11 Million
-5,028 Closed
0 $0
Q2 2021

Aug 03, 2021

BUY
$208.86 - $244.79 $1.05 Million - $1.23 Million
5,028 New
5,028 $1.09 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 $173B
  • 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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