A detailed history of Heritage Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 720 shares of CAT stock, worth $254,390. This represents 0.33% of its overall portfolio holdings.

Number of Shares
720
Previous 1,643 56.18%
Holding current value
$254,390
Previous $643 Million 59.35%
% of portfolio
0.33%
Previous 0.76%

Shares

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

Jan 13, 2025

SELL
$360.37 - $416.88 $332,621 - $384,780
-923 Reduced 56.18%
720 $261 Million
Q3 2024

Oct 08, 2024

SELL
$316.8 - $391.12 $88,387 - $109,122
-279 Reduced 14.52%
1,643 $643 Million
Q2 2024

Jul 05, 2024

BUY
$321.47 - $379.3 $617,865 - $729,014
1,922 New
1,922 $640 Million

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 $187B
  • 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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