A detailed history of Naviter Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Naviter Wealth, LLC holds 5,750 shares of CAT stock, worth $2.22 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,750
Previous 5,811 1.05%
Holding current value
$2.22 Million
Previous $1.94 Million 16.18%
% of portfolio
0.32%
Previous 0.29%

Shares

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

Oct 16, 2024

SELL
$316.8 - $391.12 $19,324 - $23,858
-61 Reduced 1.05%
5,750 $2.25 Million
Q2 2024

Aug 01, 2024

BUY
$321.47 - $379.3 $18,323 - $21,620
57 Added 0.99%
5,811 $1.94 Million
Q1 2024

Apr 18, 2024

SELL
$278.63 - $366.43 $71,607 - $94,172
-257 Reduced 4.28%
5,754 $2.11 Million
Q4 2023

Feb 05, 2024

BUY
$226.05 - $298.12 $211,808 - $279,338
937 Added 18.47%
6,011 $1.78 Million
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $33,440 - $40,122
139 Added 2.82%
5,074 $1.39 Million
Q2 2023

Jul 20, 2023

BUY
$205.75 - $247.67 $126,124 - $151,821
613 Added 14.18%
4,935 $1.21 Million
Q1 2023

Apr 12, 2023

BUY
$215.01 - $264.54 $929,273 - $1.14 Million
4,322 New
4,322 $989,000

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 $204B
  • 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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