A detailed history of Montz Harcus Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 1,824 shares of CAT stock, worth $710,612. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,824
Previous 1,875 2.72%
Holding current value
$710,612
Previous $624,000 14.26%
% of portfolio
0.42%
Previous 0.41%

Shares

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

Oct 24, 2024

SELL
$316.8 - $391.12 $16,156 - $19,947
-51 Reduced 2.72%
1,824 $713,000
Q2 2024

Jul 19, 2024

BUY
$321.47 - $379.3 $1,928 - $2,275
6 Added 0.32%
1,875 $624,000
Q1 2024

May 07, 2024

BUY
$278.63 - $366.43 $2,507 - $3,297
9 Added 0.48%
1,869 $684,000
Q4 2023

Jan 22, 2024

BUY
$226.05 - $298.12 $2,034 - $2,683
9 Added 0.49%
1,860 $549,000
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $1,924 - $2,309
8 Added 0.43%
1,851 $505,000
Q2 2023

Jul 21, 2023

BUY
$205.75 - $247.67 $2,057 - $2,476
10 Added 0.55%
1,843 $453,000
Q1 2023

Apr 25, 2023

BUY
$215.01 - $264.54 $1,935 - $2,380
9 Added 0.49%
1,833 $419,000
Q4 2022

Jan 20, 2023

BUY
$171.23 - $243.14 $8,561 - $12,157
50 Added 2.82%
1,824 $0
Q3 2022

Nov 02, 2022

BUY
$162.44 - $198.25 $24,690 - $30,134
152 Added 9.37%
1,774 $291,000
Q2 2022

Jul 18, 2022

BUY
$178.67 - $235.08 $1,608 - $2,115
9 Added 0.56%
1,622 $290,000
Q1 2022

May 05, 2022

BUY
$182.83 - $229.87 $97,448 - $122,520
533 Added 49.35%
1,613 $359,000
Q4 2021

Mar 24, 2022

BUY
$188.94 - $214.25 $204,055 - $231,390
1,080 New
1,080 $223,000

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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