A detailed history of Lji Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,145 shares of CAT stock, worth $454,668. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,145
Previous 1,145 -0.0%
Holding current value
$454,668
Previous $420 Million 9.1%
% of portfolio
0.08%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $5,572 - $7,328
20 Added 1.78%
1,145 $420 Million
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $9,042 - $11,924
-40 Reduced 3.43%
1,125 $333 Million
Q3 2023

Feb 02, 2024

SELL
$240.58 - $288.65 $4.29 Million - $5.15 Million
-17,846 Reduced 93.87%
1,165 $318 Million
Q2 2023

Feb 02, 2024

BUY
$205.75 - $247.67 $3.68 Million - $4.43 Million
17,889 Added 1594.39%
19,011 $276 Million
Q4 2022

Jan 02, 2024

BUY
$171.23 - $243.14 $192,120 - $272,803
1,122 New
1,122 $269 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
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