A detailed history of Orgel Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 706 shares of CAT stock, worth $265,314. This represents 0.01% of its overall portfolio holdings.

Number of Shares
706
Previous 706 -0.0%
Holding current value
$265,314
Previous $235,000 17.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 15, 2024

SELL
$278.63 - $366.43 $22,011 - $28,947
-79 Reduced 10.06%
706 $258,000
Q4 2023

Jan 11, 2024

BUY
$226.05 - $298.12 $177,449 - $234,024
785 New
785 $232,000
Q1 2018

Apr 25, 2018

SELL
$144.29 - $170.89 $193,781 - $229,505
-1,343 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$124.72 - $158.42 $167,498 - $212,758
1,343
1,343 $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 $198B
  • 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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