A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 9,812 shares of CAT stock, worth $3.59 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,812
Previous 10,964 10.51%
Holding current value
$3.59 Million
Previous $3.65 Million 5.07%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 31, 2024

SELL
$316.8 - $391.12 $364,953 - $450,570
-1,152 Reduced 10.51%
9,812 $3.84 Million
Q2 2024

Aug 09, 2024

BUY
$321.47 - $379.3 $1.41 Million - $1.66 Million
4,372 Added 66.32%
10,964 $3.65 Million
Q1 2024

May 06, 2024

SELL
$278.63 - $366.43 $28,698 - $37,742
-103 Reduced 1.54%
6,592 $2.42 Million
Q4 2023

Feb 06, 2024

SELL
$226.05 - $298.12 $214,973 - $283,512
-951 Reduced 12.44%
6,695 $1.98 Million
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $519,171 - $622,906
2,158 Added 39.32%
7,646 $2.09 Million
Q2 2023

Aug 11, 2023

BUY
$205.75 - $247.67 $36,212 - $43,589
176 Added 3.31%
5,488 $1.35 Million
Q1 2023

May 09, 2023

BUY
$215.01 - $264.54 $128,790 - $158,459
599 Added 12.71%
5,312 $1.22 Million
Q4 2022

Feb 07, 2023

SELL
$171.23 - $243.14 $49,143 - $69,781
-287 Reduced 5.74%
4,713 $1.13 Million
Q3 2022

Nov 02, 2022

BUY
$162.44 - $198.25 $196,552 - $239,882
1,210 Added 31.93%
5,000 $820,000
Q2 2022

Aug 02, 2022

BUY
$178.67 - $235.08 $61,641 - $81,102
345 Added 10.01%
3,790 $678,000
Q1 2022

May 13, 2022

SELL
$182.83 - $229.87 $167,106 - $210,101
-914 Reduced 20.97%
3,445 $768,000
Q4 2021

Feb 14, 2022

SELL
$188.94 - $214.25 $5,668 - $6,427
-30 Reduced 0.68%
4,359 $901,000
Q3 2021

Nov 02, 2021

BUY
$189.84 - $221.66 $123,396 - $144,079
650 Added 17.38%
4,389 $843,000
Q2 2021

Aug 12, 2021

SELL
$208.86 - $244.79 $2,506 - $2,937
-12 Reduced 0.32%
3,739 $814,000
Q1 2021

May 17, 2021

SELL
$180.63 - $233.63 $4,877 - $6,308
-27 Reduced 0.71%
3,751 $870,000
Q4 2020

Feb 12, 2021

BUY
$146.71 - $182.21 $168,423 - $209,177
1,148 Added 43.65%
3,778 $688,000
Q3 2020

Nov 12, 2020

SELL
$125.73 - $153.87 $31,055 - $38,005
-247 Reduced 8.59%
2,630 $392,000
Q2 2020

Aug 12, 2020

SELL
$104.48 - $137.72 $45,657 - $60,183
-437 Reduced 13.19%
2,877 $364,000
Q1 2020

May 11, 2020

BUY
$91.85 - $150.53 $17,267 - $28,299
188 Added 6.01%
3,314 $385,000
Q4 2019

Feb 13, 2020

BUY
$117.97 - $148.5 $135,075 - $170,032
1,145 Added 57.8%
3,126 $462,000
Q3 2019

Nov 13, 2019

SELL
$113.38 - $139.64 $4,081 - $5,027
-36 Reduced 1.78%
1,981 $250,000
Q2 2019

Aug 12, 2019

SELL
$119.81 - $143.36 $17,252 - $20,643
-144 Reduced 6.66%
2,017 $275,000
Q1 2019

May 13, 2019

BUY
$121.51 - $141.41 $62,699 - $72,967
516 Added 31.37%
2,161 $293,000
Q4 2018

Feb 13, 2019

SELL
$112.34 - $158.22 $5,167 - $7,278
-46 Reduced 2.72%
1,645 $209,000
Q3 2018

Nov 13, 2018

BUY
$132.02 - $156.38 $396 - $469
3 Added 0.18%
1,691 $258,000
Q2 2018

Aug 13, 2018

BUY
$134.61 - $158.92 $7,941 - $9,376
59 Added 3.62%
1,688 $229,000
Q1 2018

May 14, 2018

BUY
$144.29 - $170.89 $86,718 - $102,704
601 Added 58.46%
1,629 $240,000
Q1 2018

May 14, 2018

SELL
$144.29 - $170.89 $86,285 - $102,192
-598 Reduced 36.78%
1,028 $240,000
Q4 2017

Feb 12, 2018

BUY
$124.72 - $158.42 $202,794 - $257,590
1,626
1,626 $256,000

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 $193B
  • 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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