A detailed history of Heritage Wealth Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,568 shares of CAT stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,568
Previous 2,556 0.47%
Holding current value
$1.04 Million
Previous $851,000 17.98%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $3,801 - $4,693
12 Added 0.47%
2,568 $1 Million
Q1 2024

May 08, 2024

SELL
$278.63 - $366.43 $11,702 - $15,390
-42 Reduced 1.62%
2,556 $936,000
Q4 2023

Feb 09, 2024

BUY
$226.05 - $298.12 $9,494 - $12,521
42 Added 1.64%
2,598 $768,000
Q1 2022

May 11, 2022

SELL
$182.83 - $229.87 $5,484 - $6,896
-30 Reduced 1.16%
2,556 $570,000
Q3 2021

Nov 02, 2021

BUY
$189.84 - $221.66 $5,695 - $6,649
30 Added 1.17%
2,586 $496,000
Q2 2021

Aug 09, 2021

BUY
$208.86 - $244.79 $161,031 - $188,733
771 Added 43.19%
2,556 $556,000
Q2 2020

Jul 17, 2020

SELL
$104.48 - $137.72 $1.11 Million - $1.46 Million
-10,598 Reduced 85.59%
1,785 $225,000
Q2 2020

Jul 17, 2020

BUY
$104.48 - $137.72 $1.15 Million - $1.51 Million
10,983 Added 784.5%
12,383 $225,000
Q3 2019

Oct 30, 2019

BUY
$113.38 - $139.64 $158,732 - $195,495
1,400 New
1,400 $176,000
Q2 2019

Aug 05, 2019

SELL
$119.81 - $143.36 $6,709 - $8,028
-56 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$132.02 - $156.38 $7,393 - $8,757
56 New
56 $8,000

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 $214B
  • 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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