A detailed history of New Edge Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,107 shares of CAT stock, worth $1.95 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,107
Previous 1,184 331.33%
Holding current value
$1.95 Million
Previous $394,000 406.85%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $1.24 Million - $1.53 Million
3,923 Added 331.33%
5,107 $2 Million
Q2 2024

Aug 01, 2024

SELL
$321.47 - $379.3 $480,597 - $567,053
-1,495 Reduced 55.8%
1,184 $394,000
Q1 2024

May 06, 2024

BUY
$278.63 - $366.43 $392,032 - $515,567
1,407 Added 110.61%
2,679 $981,000
Q4 2023

Jan 29, 2024

SELL
$226.05 - $298.12 $63,067 - $83,175
-279 Reduced 17.99%
1,272 $376,000
Q3 2023

Nov 08, 2023

SELL
$240.58 - $288.65 $10,344 - $12,411
-43 Reduced 2.7%
1,551 $423,000
Q2 2023

Aug 09, 2023

SELL
$205.75 - $247.67 $10,081 - $12,135
-49 Reduced 2.98%
1,594 $392,000
Q1 2023

May 08, 2023

SELL
$215.01 - $264.54 $2.17 Million - $2.67 Million
-10,082 Reduced 85.99%
1,643 $375,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $14,212 - $20,180
83 Added 0.71%
11,725 $2.81 Million
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $482,934 - $589,397
2,973 Added 34.29%
11,642 $1.91 Million
Q2 2022

Aug 09, 2022

BUY
$178.67 - $235.08 $1.55 Million - $2.04 Million
8,669 New
8,669 $1.55 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 $202B
  • 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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