A detailed history of High Mark Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, High Mark Wealth Management LLC holds 352 shares of CAT stock, worth $133,629. This represents 0.08% of its overall portfolio holdings.

Number of Shares
352
Previous 352 -0.0%
Holding current value
$133,629
Previous $117,000 17.09%
% of portfolio
0.08%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 26, 2023

BUY
$205.75 - $247.67 $205 - $247
1 Added 0.28%
352 $86,000
Q1 2023

Apr 20, 2023

SELL
$215.01 - $264.54 $6,235 - $7,671
-29 Reduced 7.63%
351 $80,000
Q4 2022

Feb 01, 2023

BUY
$171.23 - $243.14 $342 - $486
2 Added 0.53%
380 $91,000
Q3 2021

Nov 01, 2021

SELL
$189.84 - $221.66 $2,467 - $2,881
-13 Reduced 3.32%
378 $72,000
Q2 2021

Aug 02, 2021

SELL
$208.86 - $244.79 $10,025 - $11,749
-48 Reduced 10.93%
391 $88,000
Q1 2021

Apr 22, 2021

SELL
$180.63 - $233.63 $1,264 - $1,635
-7 Reduced 1.57%
439 $102,000
Q3 2020

Oct 26, 2020

BUY
$125.73 - $153.87 $15,213 - $18,618
121 Added 37.23%
446 $58,000
Q1 2020

Apr 30, 2020

SELL
$91.85 - $150.53 $7,256 - $11,891
-79 Reduced 19.55%
325 $37,000
Q4 2019

Mar 19, 2020

BUY
$117.97 - $148.5 $47,659 - $59,994
404 New
404 $59,000

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 $200B
  • 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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