A detailed history of Meadow Creek Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 1,598 shares of CAT stock, worth $609,637. This represents 0.5% of its overall portfolio holdings.

Number of Shares
1,598
Previous 1,613 0.93%
Holding current value
$609,637
Previous $537,000 16.39%
% of portfolio
0.5%
Previous 0.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$316.8 - $391.12 $4,752 - $5,866
-15 Reduced 0.93%
1,598 $625,000
Q2 2024

Jul 17, 2024

SELL
$321.47 - $379.3 $9,965 - $11,758
-31 Reduced 1.89%
1,613 $537,000
Q1 2024

Apr 19, 2024

SELL
$278.63 - $366.43 $15,324 - $20,153
-55 Reduced 3.24%
1,644 $602,000
Q4 2023

Jan 18, 2024

SELL
$226.05 - $298.12 $33,003 - $43,525
-146 Reduced 7.91%
1,699 $502,000
Q1 2022

Apr 13, 2022

SELL
$182.83 - $229.87 $178,259 - $224,123
-975 Reduced 34.57%
1,845 $411,000
Q4 2021

Feb 09, 2022

BUY
$188.94 - $214.25 $242,976 - $275,525
1,286 Added 83.83%
2,820 $583,000
Q4 2019

May 07, 2020

SELL
$117.97 - $148.5 $219,070 - $275,764
-1,857 Reduced 54.76%
1,534 $227,000
Q4 2019

Feb 03, 2020

BUY
$117.97 - $148.5 $400,036 - $503,563
3,391 New
3,391 $498,000

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 $201B
  • 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 Meadow Creek Wealth Advisors LLC Portfolio

Follow Meadow Creek Wealth Advisors 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 Meadow Creek Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Creek Wealth Advisors LLC with notifications on news.