A detailed history of Fortress Wealth Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 2,436 shares of CAT stock, worth $877,861. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,436
Previous 2,641 7.76%
Holding current value
$877,861
Previous $879,000 8.3%
% of portfolio
0.5%
Previous 0.45%

Shares

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

Nov 08, 2024

SELL
$316.8 - $391.12 $64,944 - $80,179
-205 Reduced 7.76%
2,436 $952,000
Q2 2024

Jul 31, 2024

BUY
$321.47 - $379.3 $107,049 - $126,306
333 Added 14.43%
2,641 $879,000
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $88,325 - $116,158
317 Added 15.92%
2,308 $845,000
Q4 2023

Jan 12, 2024

BUY
$226.05 - $298.12 $274,424 - $361,917
1,214 Added 156.24%
1,991 $588,000
Q3 2023

Oct 12, 2023

BUY
$240.58 - $288.65 $186,930 - $224,281
777 New
777 $212,000
Q3 2021

Nov 04, 2021

SELL
$189.84 - $221.66 $174,652 - $203,927
-920 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$208.86 - $244.79 $192,151 - $225,206
920 New
920 $200,000

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 $190B
  • 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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