A detailed history of Gen Wealth Partners Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Gen Wealth Partners Inc holds 6,101 shares of CAT stock, worth $2.34 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
6,101
Previous 5,986 1.92%
Holding current value
$2.34 Million
Previous $1.99 Billion 16.04%
% of portfolio
1.01%
Previous 0.96%

Shares

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

Nov 13, 2024

BUY
$316.8 - $391.12 $36,432 - $44,978
115 Added 1.92%
6,101 $2.31 Billion
Q2 2024

Aug 13, 2024

SELL
$321.47 - $379.3 $64,936 - $76,618
-202 Reduced 3.26%
5,986 $1.99 Billion
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $1.72 Million - $2.27 Million
6,188 New
6,188 $2.27 Billion

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
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners 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 Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.