Guardian Wealth Advisors, LLC Caterpillar Inc Transaction History

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 2,816 shares of CAT stock, worth $957,552. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,816
Previous 2,020 39.41%
Holding current value
$957,552
Previous $790,000 29.24%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$360.37 - $416.88 $286,854 - $331,836
796 Added 39.41%
2,816 $1.02 Million
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $2,851 - $3,520
9 Added 0.45%
2,020 $790,000
Q2 2024

Aug 14, 2024
SELL
$321.47 - $379.3 $16,716 - $19,723
-52 Reduced 2.52%
2,011 $669,000
Q1 2024

May 15, 2024
SELL
$278.63 - $366.43 $11,702 - $15,390
-42 Reduced 2.0%
2,063 $755,000
Q4 2023

Feb 14, 2024
SELL
$226.05 - $298.12 $23,961 - $31,600
-106 Reduced 4.79%
2,105 $622,000
Q3 2023

Nov 14, 2023
BUY
$240.58 - $288.65 $12,269 - $14,721
51 Added 2.36%
2,211 $603,000
Q2 2023

Aug 14, 2023
SELL
$205.75 - $247.67 $1,028 - $1,238
-5 Reduced 0.23%
2,160 $531,000
Q1 2023

May 15, 2023
BUY
$215.01 - $264.54 $19,565 - $24,073
91 Added 4.39%
2,165 $495,000
Q4 2022

Feb 14, 2023
BUY
$171.23 - $243.14 $24,485 - $34,769
143 Added 7.41%
2,074 $496,000
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $73,910 - $90,203
455 Added 30.83%
1,931 $317,000
Q2 2022

Aug 15, 2022
SELL
$178.67 - $235.08 $42,344 - $55,713
-237 Reduced 13.84%
1,476 $264,000
Q1 2022

May 16, 2022
BUY
$182.83 - $229.87 $313,187 - $393,767
1,713 New
1,713 $382,000

Others Institutions Holding CAT

# of Institutions
3,279
Shares Held
339M
Call Options Held
5.53M
Put Options Held
6.88M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $180B
  • 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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