A detailed history of Lumature Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 1,186 shares of CAT stock, worth $471,423. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,186
Previous 1,200 1.17%
Holding current value
$471,423
Previous $274,000 6.2%
% of portfolio
0.17%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$205.75 - $247.67 $2,880 - $3,467
-14 Reduced 1.17%
1,186 $291,000
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $6,880 - $8,465
-32 Reduced 2.6%
1,200 $274,000
Q4 2022

Feb 14, 2023

SELL
$171.23 - $243.14 $5,821 - $8,266
-34 Reduced 2.69%
1,232 $295,000
Q3 2022

Nov 10, 2022

BUY
$162.44 - $198.25 $11,695 - $14,274
72 Added 6.03%
1,266 $208,000
Q2 2022

Aug 10, 2022

BUY
$178.67 - $235.08 $4,466 - $5,877
25 Added 2.14%
1,194 $213,000
Q1 2022

May 13, 2022

BUY
$182.83 - $229.87 $213,728 - $268,718
1,169 New
1,169 $260,000

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 $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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