A detailed history of Cws Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 1,004 shares of CAT stock, worth $383,026. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,004
Previous 1,004 -0.0%
Holding current value
$383,026
Previous $334,000 17.37%
% of portfolio
0.14%
Previous 0.13%

Shares

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

May 01, 2024

SELL
$278.63 - $366.43 $10,030 - $13,191
-36 Reduced 3.46%
1,004 $367,000
Q4 2023

Feb 08, 2024

SELL
$226.05 - $298.12 $67,815 - $89,436
-300 Reduced 22.39%
1,040 $307,000
Q3 2023

Nov 14, 2023

SELL
$240.58 - $288.65 $67,843 - $81,399
-282 Reduced 17.39%
1,340 $365,000
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $58,021 - $69,842
282 Added 21.04%
1,622 $399,000
Q1 2023

May 09, 2023

BUY
$215.01 - $264.54 $3,440 - $4,232
16 Added 1.21%
1,340 $306,000
Q4 2022

Feb 10, 2023

BUY
$171.23 - $243.14 $226,708 - $321,917
1,324 New
1,324 $317,000
Q2 2022

Aug 08, 2022

SELL
$178.67 - $235.08 $242,991 - $319,708
-1,360 Closed
0 $0
Q4 2021

Feb 15, 2022

BUY
$188.94 - $214.25 $6,801 - $7,713
36 Added 2.72%
1,360 $281,000
Q4 2020

Feb 12, 2021

BUY
$146.71 - $182.21 $194,244 - $241,246
1,324 New
1,324 $241,000

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 $201B
  • 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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