A detailed history of Kolinsky Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 656 shares of CAT stock, worth $267,536. This represents 0.17% of its overall portfolio holdings.

Number of Shares
656
Previous 640 2.5%
Holding current value
$267,536
Previous $213,000 20.19%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $5,068 - $6,257
16 Added 2.5%
656 $256,000
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $25,396 - $29,964
79 Added 14.08%
640 $213,000
Q1 2024

May 15, 2024

SELL
$278.63 - $366.43 $64,642 - $85,011
-232 Reduced 29.26%
561 $205,000
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $68,719 - $90,628
-304 Reduced 27.71%
793 $234,000
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $263,916 - $316,649
1,097 New
1,097 $299,000

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 $215B
  • 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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