A detailed history of Monterey Private Wealth, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 727 shares of CAT stock, worth $283,231. This represents 0.1% of its overall portfolio holdings.

Number of Shares
727
Previous 934 22.16%
Holding current value
$283,231
Previous $311,000 8.68%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 03, 2024

SELL
$316.8 - $391.12 $65,577 - $80,961
-207 Reduced 22.16%
727 $284,000
Q1 2024

Apr 09, 2024

SELL
$278.63 - $366.43 $557 - $732
-2 Reduced 0.21%
934 $342,000
Q4 2023

Jan 12, 2024

SELL
$226.05 - $298.12 $13,563 - $17,887
-60 Reduced 6.02%
936 $276,000
Q2 2023

Jul 11, 2023

SELL
$205.75 - $247.67 $4,732 - $5,696
-23 Reduced 2.26%
996 $245,000
Q1 2023

Apr 06, 2023

SELL
$215.01 - $264.54 $48,377 - $59,521
-225 Reduced 18.09%
1,019 $233,000
Q4 2022

Jan 20, 2023

SELL
$171.23 - $243.14 $4,965 - $7,051
-29 Reduced 2.28%
1,244 $0
Q3 2022

Oct 11, 2022

SELL
$162.44 - $198.25 $20,467 - $24,979
-126 Reduced 9.01%
1,273 $211,000
Q2 2022

Jul 13, 2022

SELL
$178.67 - $235.08 $893 - $1,175
-5 Reduced 0.36%
1,399 $250,000
Q1 2022

Apr 08, 2022

BUY
$182.83 - $229.87 $256,693 - $322,737
1,404 New
1,404 $313,000

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 $206B
  • 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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