A detailed history of Oxinas Partners Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 554 shares of CAT stock, worth $180,637. This represents 0.14% of its overall portfolio holdings.

Number of Shares
554
Previous 761 27.2%
Holding current value
$180,637
Previous $225,000 9.78%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Apr 18, 2024

SELL
$278.63 - $366.43 $57,676 - $75,851
-207 Reduced 27.2%
554 $203,000
Q4 2023

Jan 22, 2024

SELL
$226.05 - $298.12 $25,769 - $33,985
-114 Reduced 13.03%
761 $225,000
Q3 2023

Oct 25, 2023

BUY
$240.58 - $288.65 $240 - $288
1 Added 0.11%
875 $238,000
Q2 2023

Jul 14, 2023

BUY
$205.75 - $247.67 $179,825 - $216,463
874 New
874 $215,000
Q1 2022

Apr 20, 2022

SELL
$182.83 - $229.87 $137,670 - $173,092
-753 Reduced 45.47%
903 $201,000
Q4 2021

Jan 19, 2022

BUY
$188.94 - $214.25 $76,331 - $86,557
404 Added 32.27%
1,656 $342,000
Q3 2021

Nov 01, 2021

BUY
$189.84 - $221.66 $237,679 - $277,518
1,252 New
1,252 $240,000

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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