A detailed history of Finer Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 9,343 shares of CAT stock, worth $3.59 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
9,343
Previous 9,789 4.56%
Holding current value
$3.59 Million
Previous $3.26 Million 12.09%
% of portfolio
2.27%
Previous 2.1%

Shares

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

Nov 13, 2024

SELL
$316.8 - $391.12 $141,292 - $174,439
-446 Reduced 4.56%
9,343 $3.65 Million
Q2 2024

Aug 13, 2024

SELL
$321.47 - $379.3 $122,480 - $144,513
-381 Reduced 3.75%
9,789 $3.26 Million
Q1 2024

Apr 26, 2024

BUY
$278.63 - $366.43 $110,058 - $144,739
395 Added 4.04%
10,170 $3.73 Million
Q4 2023

Feb 13, 2024

BUY
$226.05 - $298.12 $10,398 - $13,713
46 Added 0.47%
9,775 $2.89 Million
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $63,513 - $76,203
264 Added 2.79%
9,729 $2.66 Million
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $72,218 - $86,932
351 Added 3.85%
9,465 $2.33 Million
Q1 2023

May 09, 2023

BUY
$215.01 - $264.54 $5,375 - $6,613
25 Added 0.28%
9,114 $2.09 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $15,581 - $22,125
91 Added 1.01%
9,089 $2.18 Million
Q3 2022

Nov 10, 2022

BUY
$162.44 - $198.25 $52,630 - $64,233
324 Added 3.74%
8,998 $1.48 Million
Q2 2022

Aug 10, 2022

BUY
$178.67 - $235.08 $20,011 - $26,328
112 Added 1.31%
8,674 $1.55 Million
Q1 2022

Jun 06, 2022

BUY
$182.83 - $229.87 $36,200 - $45,514
198 Added 2.37%
8,562 $1.91 Million
Q4 2021

Jun 01, 2022

BUY
$188.94 - $214.25 $1.58 Million - $1.79 Million
8,364 New
8,364 $1.73 Million

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 $203B
  • 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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