Creative One Wealth, LLC Caterpillar Inc Transaction History

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Creative One Wealth, LLC holds 8,170 shares of CAT stock, worth $2.89 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,170
Previous 10,130 19.35%
Holding current value
$2.89 Million
Previous $3.96 Million 25.21%
% of portfolio
0.1%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$360.37 - $416.88 $706,325 - $817,084
-1,960 Reduced 19.35%
8,170 $2.96 Million
Q3 2024

Nov 13, 2024
BUY
$316.8 - $391.12 $400,118 - $493,984
1,263 Added 14.24%
10,130 $3.96 Million
Q2 2024

Aug 14, 2024
SELL
$321.47 - $379.3 $4,500 - $5,310
-14 Reduced 0.16%
8,867 $2.95 Million
Q1 2024

May 14, 2024
BUY
$278.63 - $366.43 $1.39 Million - $1.82 Million
4,978 Added 127.54%
8,881 $3.25 Million
Q4 2023

Feb 09, 2024
BUY
$226.05 - $298.12 $151,679 - $200,038
671 Added 20.76%
3,903 $1.15 Million
Q3 2023

Oct 17, 2023
SELL
$240.58 - $288.65 $243,466 - $292,113
-1,012 Reduced 23.85%
3,232 $882,000
Q2 2023

Aug 16, 2023
BUY
$205.75 - $247.67 $161,513 - $194,420
785 Added 22.69%
4,244 $1.04 Million
Q2 2023

Aug 14, 2023
SELL
$205.75 - $247.67 $18,723 - $22,537
-91 Reduced 2.56%
3,459 $754,000
Q1 2023

May 15, 2023
BUY
$215.01 - $264.54 $108,795 - $133,857
506 Added 16.62%
3,550 $812,000
Q4 2022

Feb 14, 2023
SELL
$171.23 - $243.14 $92,977 - $132,025
-543 Reduced 15.14%
3,044 $729,000
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $40,285 - $49,166
-248 Reduced 6.47%
3,587 $589,000
Q2 2022

Aug 12, 2022
SELL
$178.67 - $235.08 $596,400 - $784,697
-3,338 Reduced 46.54%
3,835 $685,000
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $662,941 - $833,508
3,626 Added 102.23%
7,173 $1.6 Million
Q4 2021

Feb 15, 2022
BUY
$188.94 - $214.25 $129,423 - $146,761
685 Added 23.93%
3,547 $733,000
Q3 2021

Nov 16, 2021
SELL
$189.84 - $221.66 $12,149 - $14,186
-64 Reduced 2.19%
2,862 $549,000
Q2 2021

Aug 13, 2021
BUY
$208.86 - $244.79 $10,234 - $11,994
49 Added 1.7%
2,926 $637,000
Q1 2021

May 17, 2021
BUY
$180.63 - $233.63 $271,306 - $350,912
1,502 Added 109.24%
2,877 $667,000
Q4 2020

Feb 12, 2021
BUY
$146.71 - $182.21 $201,726 - $250,538
1,375 New
1,375 $250,000

Others Institutions Holding CAT

# of Institutions
3,262
Shares Held
340M
Call Options Held
5.76M
Put Options Held
7.97M
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 $187B
  • 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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