A detailed history of Octavia Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 635 shares of CAT stock, worth $247,389. This represents 0.03% of its overall portfolio holdings.

Number of Shares
635
Previous 751 15.45%
Holding current value
$247,389
Previous $250,000 0.8%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 10, 2024

SELL
$316.8 - $391.12 $36,748 - $45,369
-116 Reduced 15.45%
635 $248,000
Q2 2024

Aug 01, 2024

SELL
$321.47 - $379.3 $31,504 - $37,171
-98 Reduced 11.54%
751 $250,000
Q1 2024

Apr 15, 2024

SELL
$278.63 - $366.43 $52,103 - $68,522
-187 Reduced 18.05%
849 $311,000
Q4 2023

Jan 30, 2024

BUY
$226.05 - $298.12 $234,187 - $308,852
1,036 New
1,036 $306,000

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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