A detailed history of Kiley Juergens Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 18,603 shares of CAT stock, worth $7.39 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
18,603
Previous 18,724 0.65%
Holding current value
$7.39 Million
Previous $6.24 Million 16.68%
% of portfolio
1.96%
Previous 1.8%

Shares

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

Oct 15, 2024

SELL
$316.8 - $391.12 $38,332 - $47,325
-121 Reduced 0.65%
18,603 $7.28 Million
Q2 2024

Jul 23, 2024

BUY
$321.47 - $379.3 $21,217 - $25,033
66 Added 0.35%
18,724 $6.24 Million
Q1 2024

Apr 18, 2024

SELL
$278.63 - $366.43 $84,703 - $111,394
-304 Reduced 1.6%
18,658 $6.84 Million
Q4 2023

Jan 30, 2024

BUY
$226.05 - $298.12 $8,137 - $10,732
36 Added 0.19%
18,962 $5.61 Million
Q2 2023

Jul 26, 2023

SELL
$205.75 - $247.67 $61,519 - $74,053
-299 Reduced 1.56%
18,926 $4.66 Million
Q1 2023

May 02, 2023

SELL
$215.01 - $264.54 $55,902 - $68,780
-260 Reduced 1.33%
19,225 $4.4 Million
Q4 2022

Feb 06, 2023

SELL
$171.23 - $243.14 $67,293 - $95,554
-393 Reduced 1.98%
19,485 $4.67 Million
Q3 2022

Oct 11, 2022

SELL
$162.44 - $198.25 $29,564 - $36,081
-182 Reduced 0.91%
19,878 $3.26 Million
Q2 2022

Jul 29, 2022

BUY
$178.67 - $235.08 $793,294 - $1.04 Million
4,440 Added 28.43%
20,060 $3.59 Million
Q1 2022

Apr 27, 2022

SELL
$182.83 - $229.87 $810,851 - $1.02 Million
-4,435 Reduced 22.11%
15,620 $3.48 Million
Q1 2022

Apr 12, 2022

BUY
$182.83 - $229.87 $25,230 - $31,722
138 Added 0.69%
20,055 $4.47 Million
Q4 2021

Jan 20, 2022

BUY
$188.94 - $214.25 $220,681 - $250,244
1,168 Added 6.23%
19,917 $4.12 Million
Q3 2021

Oct 13, 2021

BUY
$189.84 - $221.66 $372,086 - $434,453
1,960 Added 11.67%
18,749 $3.6 Million
Q2 2021

Jul 22, 2021

BUY
$208.86 - $244.79 $626 - $734
3 Added 0.02%
16,789 $3.65 Million
Q1 2021

Apr 29, 2021

BUY
$180.63 - $233.63 $51,479 - $66,584
285 Added 1.73%
16,786 $3.89 Million
Q4 2020

Jan 19, 2021

SELL
$146.71 - $182.21 $51,788 - $64,320
-353 Reduced 2.09%
16,501 $3 Million
Q3 2020

Oct 23, 2020

SELL
$125.73 - $153.87 $142,955 - $174,950
-1,137 Reduced 6.32%
16,854 $2.51 Million
Q2 2020

Jul 14, 2020

SELL
$104.48 - $137.72 $33,329 - $43,932
-319 Reduced 1.74%
17,991 $2.28 Million
Q1 2020

Apr 17, 2020

BUY
$91.85 - $150.53 $205,009 - $335,982
2,232 Added 13.88%
18,310 $2.12 Million
Q4 2019

Jan 21, 2020

SELL
$117.97 - $148.5 $51,906 - $65,340
-440 Reduced 2.66%
16,078 $2.37 Million
Q3 2019

Oct 15, 2019

BUY
$113.38 - $139.64 $197,167 - $242,833
1,739 Added 11.77%
16,518 $2.09 Million
Q2 2019

Jul 11, 2019

BUY
$119.81 - $143.36 $152,398 - $182,353
1,272 Added 9.42%
14,779 $2.01 Million
Q1 2019

Apr 12, 2019

BUY
$121.51 - $141.41 $185,667 - $216,074
1,528 Added 12.76%
13,507 $1.83 Million
Q4 2018

Jan 15, 2019

BUY
$112.34 - $158.22 $458,796 - $646,170
4,084 Added 51.73%
11,979 $1.52 Million
Q3 2018

Oct 10, 2018

BUY
$132.02 - $156.38 $68,650 - $81,317
520 Added 7.05%
7,895 $1.2 Million
Q2 2018

Jul 23, 2018

SELL
$134.61 - $158.92 $23,422 - $27,652
-174 Reduced 2.3%
7,375 $1 Million
Q1 2018

Apr 23, 2018

SELL
$144.29 - $170.89 $129,716 - $153,630
-899 Reduced 10.64%
7,549 $1.11 Million
Q4 2017

Feb 12, 2018

BUY
$124.72 - $158.42 $1.05 Million - $1.34 Million
8,448
8,448 $1.33 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 Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens 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 Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.