A detailed history of High Net Worth Advisory Group LLC transactions in Caterpillar Inc stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 3,902 shares of CAT stock, worth $1.42 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,902
Previous 3,902 -0.0%
Holding current value
$1.42 Million
Previous $1.3 Million 17.47%
% of portfolio
0.43%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$321.47 - $379.3 $91,618 - $108,100
285 Added 7.88%
3,902 $1.3 Million
Q1 2024

Apr 11, 2024

BUY
$278.63 - $366.43 $66,871 - $87,943
240 Added 7.11%
3,617 $1.33 Million
Q4 2023

Jan 08, 2024

SELL
$226.05 - $298.12 $49,504 - $65,288
-219 Reduced 6.09%
3,377 $998,000
Q3 2023

Oct 05, 2023

SELL
$240.58 - $288.65 $26,463 - $31,751
-110 Reduced 2.97%
3,596 $981,000
Q2 2023

Jul 07, 2023

SELL
$205.75 - $247.67 $73,864 - $88,913
-359 Reduced 8.83%
3,706 $911,000
Q1 2023

Apr 20, 2023

SELL
$215.01 - $264.54 $31,606 - $38,887
-147 Reduced 3.49%
4,065 $930,000
Q4 2022

Feb 14, 2023

SELL
$171.23 - $243.14 $27,396 - $38,902
-160 Reduced 3.66%
4,212 $1.01 Million
Q2 2022

Aug 10, 2022

SELL
$178.67 - $235.08 $43,774 - $57,594
-245 Reduced 5.31%
4,372 $782,000
Q1 2022

May 13, 2022

BUY
$182.83 - $229.87 $91,415 - $114,935
500 Added 12.14%
4,617 $1.03 Million
Q4 2021

Apr 27, 2022

BUY
$188.94 - $214.25 $777,865 - $882,067
4,117 New
4,117 $919,000

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 $192B
  • 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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