A detailed history of Moss Adams Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 771 shares of CAT stock, worth $254,900. This represents 0.05% of its overall portfolio holdings.

Number of Shares
771
Previous 1,101 29.97%
Holding current value
$254,900
Previous $326 Million 13.21%
% of portfolio
0.05%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$278.63 - $366.43 $91,947 - $120,921
-330 Reduced 29.97%
771 $283 Million
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $47,470 - $62,605
210 Added 23.57%
1,101 $326 Million
Q3 2023

Dec 20, 2023

BUY
$240.58 - $288.65 $214,356 - $257,187
891 New
891 $243 Million

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 $175B
  • 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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