A detailed history of Fsa Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Fsa Wealth Management LLC holds 489 shares of CAT stock, worth $194,372. This represents 0.08% of its overall portfolio holdings.

Number of Shares
489
Previous 349 40.11%
Holding current value
$194,372
Previous $127,000 50.39%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $44,352 - $54,756
140 Added 40.11%
489 $191,000
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $78,891 - $104,043
349 New
349 $103,000
Q1 2021

May 17, 2021

SELL
$180.63 - $233.63 $48,228 - $62,379
-267 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$146.71 - $182.21 $39,171 - $48,650
267 New
267 $49,000
Q3 2020

Nov 13, 2020

SELL
$125.73 - $153.87 $33,569 - $41,083
-267 Closed
0 $0
Q4 2019

Feb 21, 2020

BUY
$117.97 - $148.5 $31,497 - $39,649
267 New
267 $39,000

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 $210B
  • 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 Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth Management 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 Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.