A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 12,334 shares of CAT stock, worth $4.85 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
12,334
Previous 11,948 3.23%
Holding current value
$4.85 Million
Previous $3.98 Million 21.24%
% of portfolio
1.05%
Previous 0.93%

Shares

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

Oct 30, 2024

BUY
$316.8 - $391.12 $122,284 - $150,972
386 Added 3.23%
12,334 $4.82 Million
Q2 2024

Aug 05, 2024

BUY
$321.47 - $379.3 $139,839 - $164,995
435 Added 3.78%
11,948 $3.98 Million
Q1 2024

May 10, 2024

SELL
$278.63 - $366.43 $6,129 - $8,061
-22 Reduced 0.19%
11,513 $4.22 Million
Q4 2023

Feb 05, 2024

BUY
$226.05 - $298.12 $83,186 - $109,708
368 Added 3.3%
11,535 $3.41 Million
Q3 2023

Nov 06, 2023

BUY
$240.58 - $288.65 $220,371 - $264,403
916 Added 8.94%
11,167 $3.05 Million
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $70,160 - $84,455
341 Added 3.44%
10,251 $2.52 Million
Q1 2023

May 08, 2023

BUY
$215.01 - $264.54 $2.13 Million - $2.62 Million
9,910 New
9,910 $2.27 Million
Q2 2022

Aug 15, 2022

SELL
$178.67 - $235.08 $12,506 - $16,455
-70 Reduced 9.46%
670 $120,000
Q1 2022

May 17, 2022

SELL
$182.83 - $229.87 $5,484 - $6,896
-30 Reduced 3.9%
740 $165,000
Q4 2021

Feb 15, 2022

SELL
$188.94 - $214.25 $7,557 - $8,570
-40 Reduced 4.94%
770 $159,000
Q3 2021

Nov 16, 2021

BUY
$189.84 - $221.66 $15,187 - $17,732
80 Added 10.96%
810 $155,000
Q1 2021

May 17, 2021

SELL
$180.63 - $233.63 $10,476 - $13,550
-58 Reduced 7.36%
730 $169,000
Q4 2020

Feb 16, 2021

BUY
$146.71 - $182.21 $293 - $364
2 Added 0.25%
788 $143,000
Q3 2020

Nov 16, 2020

SELL
$125.73 - $153.87 $8,423 - $10,309
-67 Reduced 7.85%
786 $117,000
Q2 2020

Aug 12, 2020

SELL
$104.48 - $137.72 $3,552 - $4,682
-34 Reduced 3.83%
853 $108,000
Q1 2020

May 14, 2020

BUY
$91.85 - $150.53 $5,143 - $8,429
56 Added 6.74%
887 $103,000
Q4 2019

Feb 14, 2020

SELL
$117.97 - $148.5 $2,123 - $2,673
-18 Reduced 2.12%
831 $123,000
Q3 2019

Nov 14, 2019

SELL
$113.38 - $139.64 $4,648 - $5,725
-41 Reduced 4.61%
849 $107,000
Q2 2019

Aug 20, 2019

SELL
$119.81 - $143.36 $88,899 - $106,373
-742 Reduced 45.47%
890 $121,000
Q1 2019

May 10, 2019

SELL
$121.51 - $141.41 $139,250 - $162,055
-1,146 Reduced 41.25%
1,632 $221,000
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $312,080 - $439,535
2,778 New
2,778 $353,000

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 $208B
  • 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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