A detailed history of Janiczek Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 302 shares of CAT stock, worth $117,656. This represents 0.02% of its overall portfolio holdings.

Number of Shares
302
Previous 334 9.58%
Holding current value
$117,656
Previous $122,000 18.03%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 25, 2024

SELL
$321.47 - $379.3 $10,287 - $12,137
-32 Reduced 9.58%
302 $100,000
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $1,393 - $1,832
5 Added 1.52%
334 $122,000
Q4 2023

Jan 26, 2024

BUY
$226.05 - $298.12 $8,815 - $11,626
39 Added 13.45%
329 $97,000
Q3 2023

Oct 13, 2023

BUY
$240.58 - $288.65 $3,608 - $4,329
15 Added 5.45%
290 $79,000
Q1 2023

Apr 21, 2023

SELL
$215.01 - $264.54 $5,375 - $6,613
-25 Reduced 8.33%
275 $62,000
Q1 2022

May 05, 2022

SELL
$182.83 - $229.87 $7,313 - $9,194
-40 Reduced 11.76%
300 $67,000
Q4 2021

Feb 02, 2022

BUY
$188.94 - $214.25 $7,557 - $8,570
40 Added 13.33%
340 $70,000
Q3 2021

Oct 19, 2021

BUY
$189.84 - $221.66 $189 - $221
1 Added 0.33%
300 $58,000
Q4 2020

Jan 26, 2021

BUY
$146.71 - $182.21 $7,335 - $9,110
50 Added 20.08%
299 $54,000
Q3 2020

Oct 19, 2020

BUY
$125.73 - $153.87 $18,733 - $22,926
149 Added 149.0%
249 $37,000
Q1 2019

May 02, 2019

BUY
$121.51 - $141.41 $12,151 - $14,141
100 New
100 $14,000

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 $206B
  • 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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