A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 9,343 shares of CAT stock, worth $3.71 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,343
Previous 9,441 1.04%
Holding current value
$3.71 Million
Previous $3.46 Million 10.03%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Aug 09, 2024

SELL
$321.47 - $379.3 $31,504 - $37,171
-98 Reduced 1.04%
9,343 $3.11 Million
Q1 2024

Apr 26, 2024

SELL
$278.63 - $366.43 $51,267 - $67,423
-184 Reduced 1.91%
9,441 $3.46 Million
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $34,585 - $45,612
153 Added 1.62%
9,625 $2.85 Million
Q3 2023

Oct 13, 2023

SELL
$240.58 - $288.65 $84,684 - $101,604
-352 Reduced 3.58%
9,472 $2.59 Million
Q2 2023

Aug 02, 2023

BUY
$205.75 - $247.67 $33,331 - $40,122
162 Added 1.68%
9,824 $2.42 Million
Q1 2023

Apr 24, 2023

BUY
$215.01 - $264.54 $31,391 - $38,622
146 Added 1.53%
9,662 $2.21 Million
Q4 2022

Feb 07, 2023

BUY
$171.23 - $243.14 $44,519 - $63,216
260 Added 2.81%
9,516 $2.28 Million
Q3 2022

Oct 24, 2022

BUY
$162.44 - $198.25 $11,695 - $14,274
72 Added 0.78%
9,256 $1.52 Million
Q2 2022

Jul 15, 2022

BUY
$178.67 - $235.08 $55,745 - $73,344
312 Added 3.52%
9,184 $1.64 Million
Q1 2022

Apr 27, 2022

BUY
$182.83 - $229.87 $4,570 - $5,746
25 Added 0.28%
8,872 $1.98 Million
Q4 2021

Feb 07, 2022

BUY
$188.94 - $214.25 $79,543 - $90,199
421 Added 5.0%
8,847 $1.83 Million
Q3 2021

Nov 03, 2021

SELL
$189.84 - $221.66 $81,251 - $94,870
-428 Reduced 4.83%
8,426 $1.62 Million
Q2 2021

Aug 12, 2021

BUY
$208.86 - $244.79 $3,132 - $3,671
15 Added 0.17%
8,854 $1.93 Million
Q1 2021

Apr 30, 2021

BUY
$180.63 - $233.63 $52,202 - $67,519
289 Added 3.38%
8,839 $2.05 Million
Q4 2020

Feb 12, 2021

SELL
$146.71 - $182.21 $33,009 - $40,997
-225 Reduced 2.56%
8,550 $1.56 Million
Q3 2020

Oct 14, 2020

BUY
$125.73 - $153.87 $59,596 - $72,934
474 Added 5.71%
8,775 $1.31 Million
Q2 2020

Jul 20, 2020

BUY
$104.48 - $137.72 $30,090 - $39,663
288 Added 3.59%
8,301 $1.05 Million
Q1 2020

May 01, 2020

SELL
$91.85 - $150.53 $2,663 - $4,365
-29 Reduced 0.36%
8,013 $930,000
Q4 2019

Jan 23, 2020

BUY
$117.97 - $148.5 $56,271 - $70,834
477 Added 6.31%
8,042 $1.19 Million
Q3 2019

Nov 14, 2019

BUY
$113.38 - $139.64 $546,038 - $672,506
4,816 Added 175.19%
7,565 $956,000
Q2 2019

Aug 02, 2019

BUY
$119.81 - $143.36 $1,437 - $1,720
12 Added 0.44%
2,749 $375,000
Q1 2019

May 08, 2019

SELL
$121.51 - $141.41 $1.18 Million - $1.37 Million
-9,678 Reduced 77.95%
2,737 $371,000
Q4 2018

Feb 13, 2019

BUY
$112.34 - $158.22 $47,295 - $66,610
421 Added 3.51%
12,415 $1.58 Million
Q3 2018

Nov 06, 2018

BUY
$132.02 - $156.38 $6,336 - $7,506
48 Added 0.4%
11,994 $1.83 Million
Q2 2018

Dec 07, 2018

SELL
$134.61 - $158.92 $46,844 - $55,304
-348 Reduced 2.83%
11,946 $1.62 Million
Q1 2018

May 17, 2018

BUY
$144.29 - $170.89 $2,885 - $3,417
20 Added 0.16%
12,294 $1.81 Million
Q4 2017

Jan 31, 2018

BUY
$124.72 - $158.42 $1.22 Million - $1.55 Million
9,788 Added 393.72%
12,274 $1.93 Million
Q3 2017

Oct 31, 2017

SELL
$112.85 - $125.23 $56,425 - $62,615
-500 Reduced 16.74%
2,486 $310,000
Q2 2017

Aug 08, 2017

BUY
N/A
2,986
2,986 $321,000

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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