A detailed history of Jamison Private Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 33,036 shares of CAT stock, worth $13.1 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
33,036
Previous 32,118 2.86%
Holding current value
$13.1 Million
Previous $10.7 Billion 20.78%
% of portfolio
1.97%
Previous 1.78%

Shares

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

Oct 15, 2024

BUY
$316.8 - $391.12 $290,822 - $359,048
918 Added 2.86%
33,036 $12.9 Billion
Q2 2024

Jul 11, 2024

SELL
$321.47 - $379.3 $307,968 - $363,369
-958 Reduced 2.9%
32,118 $10.7 Billion
Q1 2024

Apr 26, 2024

SELL
$278.63 - $366.43 $1,950 - $2,565
-7 Reduced 0.02%
33,076 $12.1 Billion
Q4 2023

Jan 17, 2024

SELL
$226.05 - $298.12 $70,979 - $93,609
-314 Reduced 0.94%
33,083 $9.78 Billion
Q3 2023

Jan 05, 2024

BUY
$240.58 - $288.65 $8.03 Million - $9.64 Million
33,397 New
33,397 $9.12 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 $210B
  • 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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