A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 1,916 shares of CAT stock, worth $739,614. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,916
Previous 1,916 -0.0%
Holding current value
$739,614
Previous $638,000 17.4%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024

BUY
$226.05 - $298.12 $8,589 - $11,328
38 Added 2.02%
1,916 $566,000
Q3 2023

Oct 19, 2023

BUY
$240.58 - $288.65 $451,809 - $542,084
1,878 New
1,878 $512,000

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 $204B
  • 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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