A detailed history of Measured Wealth Private Client Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 2,512 shares of CAT stock, worth $914,091. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,512
Previous 2,675 6.09%
Holding current value
$914,091
Previous $891,000 10.21%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 25, 2024

SELL
$316.8 - $391.12 $51,638 - $63,752
-163 Reduced 6.09%
2,512 $982,000
Q2 2024

Aug 12, 2024

BUY
$321.47 - $379.3 $183,237 - $216,201
570 Added 27.08%
2,675 $891,000
Q1 2024

Apr 18, 2024

BUY
$278.63 - $366.43 $262,748 - $345,543
943 Added 81.15%
2,105 $771,000
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $9,494 - $12,521
42 Added 3.75%
1,162 $343,000
Q3 2023

Oct 18, 2023

BUY
$240.58 - $288.65 $19,968 - $23,957
83 Added 8.0%
1,120 $305,000
Q2 2023

Jul 20, 2023

BUY
$205.75 - $247.67 $23,661 - $28,482
115 Added 12.47%
1,037 $255,000
Q1 2023

May 01, 2023

BUY
$215.01 - $264.54 $198,239 - $243,905
922 New
922 $210,000
Q4 2018

Feb 07, 2019

SELL
$112.34 - $158.22 $165,701 - $233,374
-1,475 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$132.02 - $156.38 $194,729 - $230,660
1,475 New
1,475 $224,000

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 $192B
  • 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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