A detailed history of Drive Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Drive Wealth Management, LLC holds 2,805 shares of CAT stock, worth $923,854. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,805
Previous 2,736 2.52%
Holding current value
$923,854
Previous $1 Million 6.79%
% of portfolio
0.25%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$321.47 - $379.3 $22,181 - $26,171
69 Added 2.52%
2,805 $934,000
Q1 2024

Apr 22, 2024

BUY
$278.63 - $366.43 $37,615 - $49,468
135 Added 5.19%
2,736 $1 Million
Q4 2023

Jan 22, 2024

BUY
$226.05 - $298.12 $22,378 - $29,513
99 Added 3.96%
2,601 $769,000
Q3 2023

Oct 10, 2023

BUY
$240.58 - $288.65 $26,704 - $32,040
111 Added 4.64%
2,502 $683,000
Q2 2023

Jul 14, 2023

BUY
$205.75 - $247.67 $37,446 - $45,075
182 Added 8.24%
2,391 $588,000
Q1 2023

Apr 13, 2023

BUY
$215.01 - $264.54 $48,377 - $59,521
225 Added 11.34%
2,209 $505,000
Q4 2022

Jan 27, 2023

BUY
$171.23 - $243.14 $45,889 - $65,161
268 Added 15.62%
1,984 $0
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $65,950 - $80,489
406 Added 30.99%
1,716 $281,000
Q2 2022

Nov 14, 2022

BUY
$178.67 - $235.08 $14,829 - $19,511
83 Added 6.76%
1,310 $234,000
Q1 2022

Nov 14, 2022

BUY
$182.83 - $229.87 $46,621 - $58,616
255 Added 26.23%
1,227 $273,000
Q4 2021

Nov 14, 2022

BUY
$188.94 - $214.25 $183,649 - $208,251
972 New
972 $201,000

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 $174B
  • 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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