A detailed history of Mbl Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Mbl Wealth, LLC holds 1,445 shares of CAT stock, worth $543,031. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,445
Previous 1,638 11.78%
Holding current value
$543,031
Previous $600,000 19.83%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 19, 2024

SELL
$321.47 - $379.3 $62,043 - $73,204
-193 Reduced 11.78%
1,445 $481,000
Q1 2024

Apr 22, 2024

SELL
$278.63 - $366.43 $47,367 - $62,293
-170 Reduced 9.4%
1,638 $600,000
Q4 2023

Jan 18, 2024

BUY
$226.05 - $298.12 $408,698 - $539,000
1,808 New
1,808 $534,000
Q2 2022

Jan 12, 2023

SELL
$178.67 - $235.08 $202,611 - $266,580
-1,134 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$182.83 - $229.87 $207,329 - $260,672
1,134 New
1,134 $253,000
Q3 2021

Oct 25, 2021

SELL
$189.84 - $221.66 $211,671 - $247,150
-1,115 Closed
0 $0
Q1 2021

May 27, 2021

SELL
$180.63 - $233.63 $155,341 - $200,921
-860 Reduced 43.54%
1,115 $258,000
Q4 2020

Feb 16, 2021

BUY
$146.71 - $182.21 $289,752 - $359,864
1,975 New
1,975 $359,000

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 $198B
  • 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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