A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Caterpillar Inc stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,333 shares of CAT stock, worth $529,854. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,333
Previous 1,320 0.98%
Holding current value
$529,854
Previous $439,000 18.68%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$316.8 - $391.12 $4,118 - $5,084
13 Added 0.98%
1,333 $521,000
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $38,172 - $50,200
137 Added 11.58%
1,320 $483,000
Q4 2023

Feb 12, 2024

SELL
$226.05 - $298.12 $100,366 - $132,365
-444 Reduced 27.29%
1,183 $349,000
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $56,295 - $67,544
234 Added 16.8%
1,627 $444,000
Q2 2023

Aug 10, 2023

SELL
$205.75 - $247.67 $1,028 - $1,238
-5 Reduced 0.36%
1,393 $342,000
Q1 2023

May 15, 2023

BUY
$215.01 - $264.54 $1,935 - $2,380
9 Added 0.65%
1,398 $319,000
Q4 2022

Feb 08, 2023

SELL
$171.23 - $243.14 $5,650 - $8,023
-33 Reduced 2.32%
1,389 $332,000
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $23,553 - $28,746
145 Added 11.35%
1,422 $233,000
Q2 2022

Aug 04, 2022

BUY
$178.67 - $235.08 $17,867 - $23,508
100 Added 8.5%
1,277 $228,000
Q1 2022

May 12, 2022

SELL
$182.83 - $229.87 $34,554 - $43,445
-189 Reduced 13.84%
1,177 $262,000
Q4 2021

Feb 11, 2022

SELL
$188.94 - $214.25 $18,894 - $21,425
-100 Reduced 6.82%
1,366 $282,000
Q3 2021

Nov 15, 2021

BUY
$189.84 - $221.66 $55,623 - $64,946
293 Added 24.98%
1,466 $281,000
Q2 2021

Aug 11, 2021

BUY
$208.86 - $244.79 $19,006 - $22,275
91 Added 8.41%
1,173 $255,000
Q1 2021

May 07, 2021

BUY
$180.63 - $233.63 $195,441 - $252,787
1,082 New
1,082 $250,000

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
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