A detailed history of Daymark Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 128,360 shares of CAT stock, worth $48.2 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
128,360
Previous 128,254 0.08%
Holding current value
$48.2 Million
Previous $42.7 Million 17.52%
% of portfolio
1.7%
Previous 1.58%

Shares

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

Oct 08, 2024

BUY
$316.8 - $391.12 $33,580 - $41,458
106 Added 0.08%
128,360 $50.2 Million
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $293,502 - $346,300
913 Added 0.72%
128,254 $42.7 Million
Q4 2023

Jan 09, 2024

SELL
$226.05 - $298.12 $74,822 - $98,677
-331 Reduced 0.26%
127,341 $37.7 Million
Q3 2023

Oct 10, 2023

BUY
$240.58 - $288.65 $29 Million - $34.8 Million
120,400 Added 1655.67%
127,672 $34.9 Million
Q2 2023

Jul 19, 2023

BUY
$205.75 - $247.67 $1 Million - $1.21 Million
4,876 Added 203.51%
7,272 $1.79 Million
Q1 2023

Apr 20, 2023

BUY
$215.01 - $264.54 $162,762 - $200,256
757 Added 46.19%
2,396 $548,000
Q4 2022

Jan 25, 2023

BUY
$171.23 - $243.14 $280,645 - $398,506
1,639 New
1,639 $0

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 $198B
  • 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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