Cornerstone Wealth Group, LLC Caterpillar Inc Transaction History

Cornerstone Wealth Group, LLC

  • $1.21 Billion
  • Q2 2024

A detailed history of Cornerstone Wealth Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 4,568 shares of CAT stock, worth $1.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,568
Previous 4,484 1.87%
Holding current value
$1.8 Million
Previous $1.64 Million 7.43%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jul 24, 2024
BUY
$321.47 - $379.3 $27,003 - $31,861
84 Added 1.87%
4,568 $1.52 Million
Q1 2024

Apr 17, 2024
BUY
$278.63 - $366.43 $929,509 - $1.22 Million
3,336 Added 290.59%
4,484 $1.64 Million
Q4 2023

Jan 29, 2024
BUY
$226.05 - $298.12 $23,961 - $31,600
106 Added 10.17%
1,148 $339,000
Q3 2023

Oct 18, 2023
BUY
$240.58 - $288.65 $8,420 - $10,102
35 Added 3.48%
1,042 $284,000
Q2 2023

Aug 02, 2023
BUY
$205.75 - $247.67 $5,555 - $6,687
27 Added 2.76%
1,007 $247,000
Q1 2023

Apr 25, 2023
BUY
$215.01 - $264.54 $25,156 - $30,951
117 Added 13.56%
980 $224,000
Q4 2022

Jan 25, 2023
BUY
$171.23 - $243.14 $147,771 - $209,829
863 New
863 $0
Q2 2022

Jul 20, 2022
BUY
$178.67 - $235.08 $189,568 - $249,419
1,061 Added 8.82%
13,089 $2.34 Million
Q1 2022

Apr 25, 2022
SELL
$182.83 - $229.87 $1.07 Million - $1.34 Million
-5,832 Reduced 32.65%
12,028 $2.68 Million
Q4 2021

Jan 25, 2022
BUY
$188.94 - $214.25 $181,193 - $205,465
959 Added 5.67%
17,860 $3.69 Million
Q3 2021

Oct 29, 2021
SELL
$189.84 - $221.66 $2.43 Million - $2.84 Million
-12,824 Reduced 43.14%
16,901 $3.25 Million
Q2 2021

Jul 21, 2021
BUY
$208.86 - $244.79 $539,067 - $631,802
2,581 Added 9.51%
29,725 $6.04 Million
Q1 2021

Apr 26, 2021
BUY
$180.63 - $233.63 $1.12 Million - $1.45 Million
6,226 Added 29.76%
27,144 $6.31 Million
Q4 2020

Jan 28, 2021
BUY
$146.71 - $182.21 $1.35 Million - $1.68 Million
9,211 Added 78.68%
20,918 $3.81 Million
Q3 2020

Oct 27, 2020
BUY
$125.73 - $153.87 $1.47 Million - $1.8 Million
11,707 New
11,707 $1.75 Million
Q3 2019

Nov 05, 2019
SELL
$113.38 - $139.64 $1.49 Million - $1.83 Million
-13,110 Closed
0 $0
Q2 2019

Aug 08, 2019
BUY
$119.81 - $143.36 $52,356 - $62,648
437 Added 3.45%
13,110 $1.79 Million
Q1 2019

May 02, 2019
BUY
$121.51 - $141.41 $1.54 Million - $1.79 Million
12,673 New
12,673 $1.72 Million

Others Institutions Holding CAT

# of Institutions
2,974
Shares Held
340M
Call Options Held
8.28M
Put Options Held
8.72M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $208B
  • 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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