A detailed history of Opal Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,130 shares of CAT stock, worth $694,507. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,130
Previous 2,490 14.46%
Holding current value
$694,507
Previous $736,000 5.98%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Apr 11, 2024

SELL
$278.63 - $366.43 $100,306 - $131,914
-360 Reduced 14.46%
2,130 $780,000
Q4 2023

Jan 19, 2024

BUY
$226.05 - $298.12 $6,555 - $8,645
29 Added 1.18%
2,490 $736,000
Q3 2023

Oct 18, 2023

BUY
$240.58 - $288.65 $24,539 - $29,442
102 Added 4.32%
2,461 $671,000
Q2 2023

Jul 27, 2023

BUY
$205.75 - $247.67 $485,364 - $584,253
2,359 New
2,359 $580,000

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 $172B
  • 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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