A detailed history of Guardian Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 2,343 shares of CAT stock, worth $931,319. This represents 0.69% of its overall portfolio holdings.

Number of Shares
2,343
Previous 2,402 2.46%
Holding current value
$931,319
Previous $800,000 14.5%
% of portfolio
0.69%
Previous 0.66%

Shares

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

Nov 14, 2024

SELL
$316.8 - $391.12 $18,691 - $23,076
-59 Reduced 2.46%
2,343 $916,000
Q2 2024

Aug 08, 2024

BUY
$321.47 - $379.3 $78,438 - $92,549
244 Added 11.31%
2,402 $800,000
Q1 2024

May 14, 2024

SELL
$278.63 - $366.43 $9,473 - $12,458
-34 Reduced 1.55%
2,158 $790,000
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $119,354 - $157,407
528 Added 31.73%
2,192 $648,000
Q3 2023

Oct 31, 2023

BUY
$240.58 - $288.65 $481 - $577
2 Added 0.12%
1,664 $454,000
Q2 2023

Aug 14, 2023

SELL
$205.75 - $247.67 $6,789 - $8,173
-33 Reduced 1.95%
1,662 $408,000
Q1 2023

May 09, 2023

BUY
$215.01 - $264.54 $76,113 - $93,647
354 Added 26.4%
1,695 $387,000
Q4 2022

Feb 10, 2023

SELL
$171.23 - $243.14 $1,027 - $1,458
-6 Reduced 0.45%
1,341 $321,000
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $1,137 - $1,387
7 Added 0.52%
1,347 $221,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $1,072 - $1,410
6 Added 0.45%
1,340 $240,000
Q1 2022

May 13, 2022

BUY
$182.83 - $229.87 $8,410 - $10,574
46 Added 3.57%
1,334 $297,000
Q4 2021

Feb 15, 2022

BUY
$188.94 - $214.25 $243,354 - $275,954
1,288 New
1,288 $266,000

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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