A detailed history of Live Oak Private Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 3,631 shares of CAT stock, worth $1.33 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,631
Previous 4,081 11.03%
Holding current value
$1.33 Million
Previous $1.36 Million 4.49%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Oct 22, 2024

SELL
$316.8 - $391.12 $142,560 - $176,004
-450 Reduced 11.03%
3,631 $1.42 Million
Q1 2023

May 08, 2023

BUY
$215.01 - $264.54 $21,501 - $26,454
100 Added 2.51%
4,081 $933,000
Q2 2022

Jul 27, 2022

BUY
$178.67 - $235.08 $160,803 - $211,572
900 Added 29.21%
3,981 $712,000
Q1 2022

Apr 21, 2022

BUY
$182.83 - $229.87 $23,036 - $28,963
126 Added 4.26%
3,081 $687,000
Q4 2021

Feb 08, 2022

SELL
$188.94 - $214.25 $755 - $857
-4 Reduced 0.14%
2,955 $611,000
Q1 2021

May 11, 2021

SELL
$180.63 - $233.63 $14,450 - $18,690
-80 Reduced 2.63%
2,959 $686,000
Q4 2020

Jan 26, 2021

BUY
$146.71 - $182.21 $445,851 - $553,736
3,039 New
3,039 $553,000

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 $193B
  • 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 Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth 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 Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.