A detailed history of Mascoma Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 75 shares of CAT stock, worth $30,423. This represents 0.01% of its overall portfolio holdings.

Number of Shares
75
Previous 75 -0.0%
Holding current value
$30,423
Previous $24,000 20.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 02, 2024

SELL
$321.47 - $379.3 $25,717 - $30,344
-80 Reduced 51.61%
75 $24,000
Q4 2021

Jan 21, 2022

SELL
$188.94 - $214.25 $47,235 - $53,562
-250 Reduced 61.73%
155 $32,000
Q3 2021

Oct 06, 2021

BUY
$189.84 - $221.66 $76,885 - $89,772
405 New
405 $78,000
Q2 2021

Jul 06, 2021

SELL
$208.86 - $244.79 $105,474 - $123,618
-505 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
$180.63 - $233.63 $91,218 - $117,983
505 New
505 $117,000
Q4 2020

Jan 26, 2021

SELL
$146.71 - $182.21 $311,758 - $387,196
-2,125 Closed
0 $0
Q2 2019

Jul 29, 2019

SELL
$119.81 - $143.36 $59,905 - $71,680
-500 Reduced 19.05%
2,125 $290,000
Q2 2018

Aug 13, 2018

BUY
$134.61 - $158.92 $3,365 - $3,972
25 Added 0.96%
2,625 $356,000
Q4 2017

Feb 05, 2018

SELL
$124.72 - $158.42 $124,720 - $158,420
-1,000 Reduced 27.78%
2,600 $409,000
Q3 2017

Nov 07, 2017

BUY
$112.85 - $125.23 $406,260 - $450,828
3,600
3,600 $449,000

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 $214B
  • 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 Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management 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 Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.