A detailed history of Epg Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Epg Wealth Management LLC holds 564 shares of CAT stock, worth $217,715. This represents 0.06% of its overall portfolio holdings.

Number of Shares
564
Previous 0 Infinity%
Holding current value
$217,715
Previous $0 Infinity%
% of portfolio
0.06%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$316.8 - $391.12 $178,675 - $220,591
564 New
564 $221 Million
Q2 2024

Aug 13, 2024

SELL
$321.47 - $379.3 $234,030 - $276,130
-728 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $8,916 - $11,725
32 Added 4.6%
728 $266,000
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $157,330 - $207,491
696 New
696 $205,000
Q2 2020

Aug 06, 2020

SELL
$104.48 - $137.72 $84,315 - $111,140
-807 Closed
0 $0
Q1 2020

May 05, 2020

SELL
$91.85 - $150.53 $3,765 - $6,171
-41 Reduced 4.83%
807 $94,000
Q4 2019

Feb 14, 2020

BUY
$117.97 - $148.5 $100,038 - $125,928
848 New
848 $125,000

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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.