A detailed history of Journey Strategic Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 3,782 shares of CAT stock, worth $1.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,782
Previous 3,049 24.04%
Holding current value
$1.5 Million
Previous $1.02 Million 45.71%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $232,214 - $286,690
733 Added 24.04%
3,782 $1.48 Million
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $350,723 - $413,816
1,091 Added 55.72%
3,049 $1.02 Million
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $288,660 - $379,621
1,036 Added 112.36%
1,958 $717,000
Q4 2023

Feb 09, 2024

BUY
$226.05 - $298.12 $208,418 - $274,866
922 New
922 $272,000
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $13,545 - $16,666
-63 Reduced 3.36%
1,811 $414,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $16,438 - $23,341
96 Added 5.4%
1,874 $448,000
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $288,818 - $352,488
1,778 New
1,778 $293,000
Q2 2022

Aug 15, 2022

SELL
$178.67 - $235.08 $294,448 - $387,411
-1,648 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $17,917 - $22,527
98 Added 6.32%
1,648 $367,000
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $292,857 - $332,087
1,550 New
1,550 $320,000

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 $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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