A detailed history of Jupiter Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 1,258 shares of CAT stock, worth $500,042. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,258
Previous 1,500 16.13%
Holding current value
$500,042
Previous $499,000 1.4%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Nov 04, 2024

SELL
$316.8 - $391.12 $76,665 - $94,651
-242 Reduced 16.13%
1,258 $492,000
Q1 2023

Apr 13, 2023

SELL
$215.01 - $264.54 $97,184 - $119,572
-452 Reduced 23.16%
1,500 $343,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $163,010 - $231,469
952 Added 95.2%
1,952 $467,000
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $1.13 Million - $1.38 Million
-6,965 Reduced 87.45%
1,000 $164,000
Q2 2022

Aug 15, 2022

SELL
$178.67 - $235.08 $612,302 - $805,619
-3,427 Reduced 30.08%
7,965 $1.42 Million
Q1 2022

May 10, 2022

BUY
$182.83 - $229.87 $443,728 - $557,894
2,427 Added 27.07%
11,392 $2.54 Million
Q4 2021

Feb 09, 2022

BUY
$188.94 - $214.25 $188,940 - $214,250
1,000 Added 12.55%
8,965 $1.85 Million
Q3 2021

Nov 17, 2021

BUY
$189.84 - $221.66 $1.51 Million - $1.77 Million
7,965 New
7,965 $1.65 Million

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
Track This Portfolio

Track Jupiter Wealth Management LLC Portfolio

Follow Jupiter Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jupiter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.