A detailed history of Delos Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 257 shares of CAT stock, worth $98,705. This represents 0.09% of its overall portfolio holdings.

Number of Shares
257
Previous 356 27.81%
Holding current value
$98,705
Previous $118,000 15.25%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Nov 15, 2024

SELL
$316.8 - $391.12 $31,363 - $38,720
-99 Reduced 27.81%
257 $100,000
Q1 2024

May 09, 2024

SELL
$278.63 - $366.43 $5,572 - $7,328
-20 Reduced 5.32%
356 $130,000
Q2 2023

Sep 01, 2023

SELL
$205.75 - $247.67 $130,034 - $156,527
-632 Reduced 62.7%
376 $92,000
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $1.07 Million - $1.31 Million
-4,959 Reduced 83.11%
1,008 $230,000
Q4 2022

Feb 14, 2023

SELL
$171.23 - $243.14 $18,835 - $26,745
-110 Reduced 1.81%
5,967 $1.43 Million
Q3 2022

Nov 15, 2022

SELL
$162.44 - $198.25 $539,138 - $657,991
-3,319 Reduced 35.32%
6,077 $997,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $304,275 - $400,341
1,703 Added 22.14%
9,396 $1.68 Million
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $146,629 - $184,355
802 Added 11.64%
7,693 $1.71 Million
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $31,741 - $35,994
168 Added 2.5%
6,891 $1.43 Million
Q3 2021

Nov 12, 2021

BUY
$189.84 - $221.66 $407,776 - $476,125
2,148 Added 46.95%
6,723 $1.29 Million
Q2 2021

Aug 13, 2021

BUY
$208.86 - $244.79 $955,534 - $1.12 Million
4,575 New
4,575 $996,000

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 $203B
  • 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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