A detailed history of Heritage Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 7,146 shares of CAT stock, worth $2.81 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
7,146
Previous 7,236 1.24%
Holding current value
$2.81 Million
Previous $2.38 Billion 17.64%
% of portfolio
0.92%
Previous 0.8%

Shares

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

Oct 31, 2024

SELL
$316.8 - $391.12 $28,512 - $35,200
-90 Reduced 1.24%
7,146 $2.79 Billion
Q2 2024

Sep 09, 2024

BUY
$321.47 - $379.3 $2.33 Million - $2.74 Million
7,236 New
7,236 $2.38 Billion

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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