A detailed history of Fortress Wealth Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 2,308 shares of CAT stock, worth $756,470. This represents 0.47% of its overall portfolio holdings.

Number of Shares
2,308
Previous 1,991 15.92%
Holding current value
$756,470
Previous $588,000 43.71%
% of portfolio
0.47%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $173B
  • 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 Fortress Wealth Group, LLC Portfolio

Follow Fortress Wealth Group, 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 Fortress Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Group, LLC with notifications on news.