Forvis Wealth Advisors, LLC Caterpillar Inc Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 21,230 shares of CAT stock, worth $7.33 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
21,230
Previous 21,246 0.08%
Holding current value
$7.33 Million
Previous $7.79 Million 9.17%
% of portfolio
0.18%
Previous 0.2%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$321.47 - $379.3 $5,143 - $6,068
-16 Reduced 0.08%
21,230 $7.07 Million
Q1 2024

Apr 19, 2024
SELL
$278.63 - $366.43 $118,139 - $155,366
-424 Reduced 1.96%
21,246 $7.79 Million
Q4 2023

Jan 11, 2024
SELL
$226.05 - $298.12 $142,637 - $188,113
-631 Reduced 2.83%
21,670 $6.41 Million
Q3 2023

Oct 25, 2023
SELL
$240.58 - $288.65 $313,956 - $376,688
-1,305 Reduced 5.53%
22,301 $6.09 Million
Q2 2023

Aug 08, 2023
BUY
$205.75 - $247.67 $962,910 - $1.16 Million
4,680 Added 24.73%
23,606 $5.81 Million
Q1 2023

Apr 26, 2023
SELL
$215.01 - $264.54 $44,507 - $54,759
-207 Reduced 1.08%
18,926 $4.33 Million
Q4 2022

Feb 02, 2023
SELL
$171.23 - $243.14 $119,861 - $170,198
-700 Reduced 3.53%
19,133 $4.58 Million
Q3 2022

Oct 13, 2022
SELL
$162.44 - $198.25 $123,454 - $150,670
-760 Reduced 3.69%
19,833 $3.26 Million
Q2 2022

Jul 22, 2022
BUY
$178.67 - $235.08 $36,270 - $47,721
203 Added 1.0%
20,593 $3.68 Million
Q1 2022

May 10, 2022
BUY
$182.83 - $229.87 $69,658 - $87,580
381 Added 1.9%
20,390 $4.54 Million
Q4 2021

Jan 14, 2022
SELL
$188.94 - $214.25 $4,912 - $5,570
-26 Reduced 0.13%
20,009 $4.14 Million
Q3 2021

Oct 14, 2021
BUY
$189.84 - $221.66 $20,502 - $23,939
108 Added 0.54%
20,035 $3.85 Million
Q2 2021

Jul 14, 2021
SELL
$208.86 - $244.79 $304,935 - $357,393
-1,460 Reduced 6.83%
19,927 $4.34 Million
Q1 2021

Apr 23, 2021
SELL
$180.63 - $233.63 $398,108 - $514,920
-2,204 Reduced 9.34%
21,387 $4.96 Million
Q4 2020

Jan 22, 2021
BUY
$146.71 - $182.21 $314,839 - $391,022
2,146 Added 10.01%
23,591 $4.29 Million
Q3 2020

Nov 05, 2020
SELL
$125.73 - $153.87 $79,964 - $97,861
-636 Reduced 2.88%
21,445 $3.2 Million
Q2 2020

Jul 15, 2020
SELL
$104.48 - $137.72 $158,287 - $208,645
-1,515 Reduced 6.42%
22,081 $2.79 Million
Q1 2020

Apr 10, 2020
SELL
$91.85 - $150.53 $67,050 - $109,886
-730 Reduced 3.0%
23,596 $2.74 Million
Q4 2019

Jan 13, 2020
SELL
$117.97 - $148.5 $45,536 - $57,321
-386 Reduced 1.56%
24,326 $3.59 Million
Q3 2019

Oct 29, 2019
BUY
$113.38 - $139.64 $20,635 - $25,414
182 Added 0.74%
24,712 $3.12 Million
Q2 2019

Jul 10, 2019
BUY
$119.81 - $143.36 $16,893 - $20,213
141 Added 0.58%
24,530 $3.34 Million
Q1 2019

Apr 10, 2019
SELL
$121.51 - $141.41 $163,430 - $190,196
-1,345 Reduced 5.23%
24,389 $3.31 Million
Q4 2018

Jan 15, 2019
SELL
$112.34 - $158.22 $70,437 - $99,203
-627 Reduced 2.38%
25,734 $3.27 Million
Q3 2018

Oct 09, 2018
BUY
$132.02 - $156.38 $103,371 - $122,445
783 Added 3.06%
26,361 $4.02 Million
Q2 2018

Jul 13, 2018
BUY
$134.61 - $158.92 $54,786 - $64,680
407 Added 1.62%
25,578 $3.47 Million
Q1 2018

May 25, 2018
BUY
$144.29 - $170.89 $19,046 - $22,557
132 Added 0.53%
25,171 $3.71 Million
Q1 2018

Apr 20, 2018
BUY
$144.29 - $170.89 $345,285 - $408,939
2,393 Added 10.57%
25,039 $3.9 Million
Q4 2017

Jan 18, 2018
SELL
$124.72 - $158.42 $81,317 - $103,289
-652 Reduced 2.8%
22,646 $3.57 Million
Q3 2017

Oct 13, 2017
BUY
$112.85 - $125.23 $2.63 Million - $2.92 Million
23,298
23,298 $2.91 Million

Others Institutions Holding CAT

# of Institutions
2,971
Shares Held
340M
Call Options Held
8.28M
Put Options Held
8.72M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $182B
  • 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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