A detailed history of One Charles Private Wealth Services, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 834 shares of CAT stock, worth $324,918. This represents 0.13% of its overall portfolio holdings.

Number of Shares
834
Previous 841 0.83%
Holding current value
$324,918
Previous $280,000 16.43%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 12, 2024

SELL
$316.8 - $391.12 $2,217 - $2,737
-7 Reduced 0.83%
834 $326,000
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $9,194 - $12,092
33 Added 4.08%
841 $308,000
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $4,521 - $5,962
20 Added 2.54%
808 $238,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $189,577 - $227,456
788 New
788 $215,000
Q1 2023

May 04, 2023

BUY
$215.01 - $264.54 $2,150 - $2,645
10 Added 1.13%
897 $205,000
Q4 2022

Feb 06, 2023

BUY
$171.23 - $243.14 $151,881 - $215,665
887 New
887 $212,000

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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