A detailed history of Lmg Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 9,628 shares of CAT stock, worth $3.82 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
9,628
Previous 9,395 2.48%
Holding current value
$3.82 Million
Previous $3.44 Billion 6.84%
% of portfolio
0.8%
Previous 0.87%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$321.47 - $379.3 $74,902 - $88,376
233 Added 2.48%
9,628 $3.21 Billion
Q1 2024

May 03, 2024

BUY
$278.63 - $366.43 $99,470 - $130,815
357 Added 3.95%
9,395 $3.44 Billion
Q4 2023

Jan 23, 2024

BUY
$226.05 - $298.12 $36,620 - $48,295
162 Added 1.83%
9,038 $2.67 Billion
Q3 2023

Oct 16, 2023

BUY
$240.58 - $288.65 $47,153 - $56,575
196 Added 2.26%
8,876 $2.42 Billion
Q2 2023

Jul 27, 2023

BUY
$205.75 - $247.67 $38,475 - $46,314
187 Added 2.2%
8,680 $2.14 Billion
Q1 2023

May 02, 2023

BUY
$215.01 - $264.54 $71,383 - $87,827
332 Added 4.07%
8,493 $1.94 Billion
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $1.4 Million - $1.98 Million
8,161 New
8,161 $2.09 Billion

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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