A detailed history of Fsb Premier Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 1,144 shares of CAT stock, worth $466,557. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,144
Previous 1,142 0.18%
Holding current value
$466,557
Previous $380,000 17.63%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $633 - $782
2 Added 0.18%
1,144 $447,000
Q1 2024

May 10, 2024

BUY
$278.63 - $366.43 $55,447 - $72,919
199 Added 21.1%
1,142 $418,000
Q4 2023

Feb 08, 2024

SELL
$226.05 - $298.12 $45,210 - $59,624
-200 Reduced 17.5%
943 $278,000
Q2 2023

Aug 11, 2023

SELL
$205.75 - $247.67 $8,024 - $9,659
-39 Reduced 3.3%
1,143 $281,000
Q1 2023

May 04, 2023

SELL
$215.01 - $264.54 $135,026 - $166,131
-628 Reduced 34.7%
1,182 $270,000
Q4 2022

Feb 06, 2023

SELL
$171.23 - $243.14 $22,431 - $31,851
-131 Reduced 6.75%
1,810 $433,000
Q3 2022

Nov 23, 2022

BUY
$162.44 - $198.25 $162 - $198
1 Added 0.05%
1,941 $318,000
Q2 2022

Aug 01, 2022

SELL
$178.67 - $235.08 $9,290 - $12,224
-52 Reduced 2.61%
1,940 $346,000
Q1 2022

Apr 14, 2022

BUY
$182.83 - $229.87 $25,779 - $32,411
141 Added 7.62%
1,992 $444,000
Q4 2021

Feb 03, 2022

BUY
$188.94 - $214.25 $16,815 - $19,068
89 Added 5.05%
1,851 $382,000
Q3 2021

Feb 23, 2022

SELL
$189.84 - $221.66 $123,396 - $144,079
-650 Reduced 26.95%
1,762 $338,000
Q2 2021

Feb 22, 2022

BUY
$208.86 - $244.79 $59,107 - $69,275
283 Added 13.29%
2,412 $524,000
Q1 2021

Feb 22, 2022

SELL
$180.63 - $233.63 $3,612 - $4,672
-20 Reduced 0.93%
2,129 $493,000
Q4 2020

Feb 16, 2022

BUY
$146.71 - $182.21 $315,279 - $391,569
2,149 New
2,149 $391,000

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 $215B
  • 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 Fsb Premier Wealth Management, Inc. Portfolio

Follow Fsb Premier Wealth Management, Inc. 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 Fsb Premier Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fsb Premier Wealth Management, Inc. with notifications on news.