A detailed history of Foster Victor Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 811 shares of CAT stock, worth $311,480. This represents 0.02% of its overall portfolio holdings.

Number of Shares
811
Previous 903 10.19%
Holding current value
$311,480
Previous $300,000 5.67%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024

SELL
$316.8 - $391.12 $29,145 - $35,983
-92 Reduced 10.19%
811 $317,000
Q2 2024

Jul 18, 2024

BUY
$321.47 - $379.3 $40,826 - $48,171
127 Added 16.37%
903 $300,000
Q1 2024

Apr 26, 2024

SELL
$278.63 - $366.43 $7,801 - $10,260
-28 Reduced 3.48%
776 $284,000
Q4 2023

Jan 19, 2024

BUY
$226.05 - $298.12 $1,356 - $1,788
6 Added 0.75%
804 $237,000
Q3 2023

Oct 13, 2023

SELL
$240.58 - $288.65 $54,371 - $65,234
-226 Reduced 22.07%
798 $217,000
Q2 2023

Jul 14, 2023

BUY
$205.75 - $247.67 $210,688 - $253,614
1,024 New
1,024 $251,000

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 $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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