A detailed history of Elk River Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 750 shares of CAT stock, worth $292,192. This represents 0.05% of its overall portfolio holdings.

Number of Shares
750
Previous 750 -0.0%
Holding current value
$292,192
Previous $249,000 17.67%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 31, 2024

SELL
$321.47 - $379.3 $80,367 - $94,825
-250 Reduced 25.0%
750 $249,000
Q4 2022

Jan 19, 2023

BUY
$171.23 - $243.14 $171,230 - $243,140
1,000 New
1,000 $0
Q2 2022

Jul 12, 2022

SELL
$178.67 - $235.08 $188,318 - $247,774
-1,054 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$182.83 - $229.87 $182 - $229
1 Added 0.09%
1,054 $235,000
Q1 2021

Apr 27, 2021

BUY
$180.63 - $233.63 $190,203 - $246,012
1,053 New
1,053 $244,000

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 $206B
  • 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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