A detailed history of Heartwood Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,904 shares of CAT stock, worth $1.15 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,904
Previous 2,754 5.45%
Holding current value
$1.15 Million
Previous $917,000 23.77%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Oct 07, 2024

BUY
$316.8 - $391.12 $47,520 - $58,668
150 Added 5.45%
2,904 $1.14 Million
Q1 2024

Apr 02, 2024

BUY
$278.63 - $366.43 $13,931 - $18,321
50 Added 1.85%
2,754 $1.01 Million
Q3 2023

Oct 17, 2023

BUY
$240.58 - $288.65 $120,290 - $144,325
500 Added 22.69%
2,704 $738,000
Q1 2023

Apr 14, 2023

BUY
$215.01 - $264.54 $150,507 - $185,178
700 Added 46.54%
2,204 $504,000
Q4 2022

Jan 12, 2023

BUY
$171.23 - $243.14 $684 - $972
4 Added 0.27%
1,504 $0
Q3 2022

Oct 25, 2022

BUY
$162.44 - $198.25 $243,660 - $297,375
1,500 New
1,500 $246,000
Q2 2022

Jul 25, 2022

SELL
$178.67 - $235.08 $269,791 - $354,970
-1,510 Closed
0 $0
Q1 2022

Apr 26, 2022

BUY
$182.83 - $229.87 $276,073 - $347,103
1,510 New
1,510 $336,000

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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