A detailed history of Fingerlakes Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 1,398 shares of CAT stock, worth $534,497. This represents 0.46% of its overall portfolio holdings.

Number of Shares
1,398
Previous 1,393 0.36%
Holding current value
$534,497
Previous $464,000 17.67%
% of portfolio
0.46%
Previous 0.42%

Shares

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

Oct 31, 2024

BUY
$316.8 - $391.12 $1,584 - $1,955
5 Added 0.36%
1,398 $546,000
Q2 2024

Aug 07, 2024

BUY
$321.47 - $379.3 $1,607 - $1,896
5 Added 0.36%
1,393 $464,000
Q1 2024

Apr 24, 2024

BUY
$278.63 - $366.43 $1,671 - $2,198
6 Added 0.43%
1,388 $508,000
Q4 2023

Jan 26, 2024

BUY
$226.05 - $298.12 $1,582 - $2,086
7 Added 0.51%
1,382 $408,000
Q3 2023

Nov 07, 2023

SELL
$240.58 - $288.65 $7,457 - $8,948
-31 Reduced 2.2%
1,375 $375,000
Q2 2023

Aug 10, 2023

SELL
$205.75 - $247.67 $21,398 - $25,757
-104 Reduced 6.89%
1,406 $345,000
Q1 2023

May 02, 2023

BUY
$215.01 - $264.54 $1,505 - $1,851
7 Added 0.47%
1,510 $345,000
Q4 2022

Feb 10, 2023

BUY
$171.23 - $243.14 $1,369 - $1,945
8 Added 0.54%
1,503 $360,000
Q3 2022

Oct 28, 2022

BUY
$162.44 - $198.25 $1,461 - $1,784
9 Added 0.61%
1,495 $245,000
Q2 2022

Aug 05, 2022

SELL
$178.67 - $235.08 $11,434 - $15,045
-64 Reduced 4.13%
1,486 $266,000
Q1 2022

May 06, 2022

SELL
$182.83 - $229.87 $4,205 - $5,287
-23 Reduced 1.46%
1,550 $345,000
Q4 2021

Feb 17, 2022

BUY
$188.94 - $214.25 $297,202 - $337,015
1,573 New
1,573 $325,000

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 $202B
  • 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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