A detailed history of Crown Wealth Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Crown Wealth Group, LLC holds 839 shares of CAT stock, worth $320,774. This represents 0.16% of its overall portfolio holdings.

Number of Shares
839
Previous 854 1.76%
Holding current value
$320,774
Previous $284,000 15.49%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 13, 2024

SELL
$316.8 - $391.12 $4,752 - $5,866
-15 Reduced 1.76%
839 $328,000
Q2 2024

Jul 26, 2024

BUY
$321.47 - $379.3 $7,072 - $8,344
22 Added 2.64%
854 $284,000
Q1 2024

May 01, 2024

BUY
$278.63 - $366.43 $10,030 - $13,191
36 Added 4.52%
832 $304,000
Q4 2023

Jan 23, 2024

BUY
$226.05 - $298.12 $179,935 - $237,303
796 New
796 $235,000
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $166,093 - $235,845
970 New
970 $232,000
Q2 2022

Jul 25, 2022

SELL
$178.67 - $235.08 $162,053 - $213,217
-907 Closed
0 $0
Q1 2022

Jul 13, 2022

BUY
$182.83 - $229.87 $165,826 - $208,492
907 New
907 $202,000

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 $202B
  • 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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