A detailed history of Modern Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,848 shares of CAT stock, worth $3.4 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,848
Previous 7,723 14.57%
Holding current value
$3.4 Million
Previous $2.57 Billion 34.51%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Nov 05, 2024

BUY
$316.8 - $391.12 $356,400 - $440,010
1,125 Added 14.57%
8,848 $3.46 Billion
Q2 2024

Aug 07, 2024

BUY
$321.47 - $379.3 $63,329 - $74,722
197 Added 2.62%
7,723 $2.57 Billion
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $400,391 - $526,559
1,437 Added 23.6%
7,526 $2.67 Billion
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $1.38 Million - $1.82 Million
6,089 New
6,089 $1.8 Billion

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 $203B
  • 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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