A detailed history of Pb Mares Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,962 shares of CAT stock, worth $779,875. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,962
Previous 1,762 11.35%
Holding current value
$779,875
Previous $586,000 30.89%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 25, 2024

BUY
$316.8 - $391.12 $63,360 - $78,224
200 Added 11.35%
1,962 $767,000
Q2 2024

Jul 22, 2024

SELL
$321.47 - $379.3 $321 - $379
-1 Reduced 0.06%
1,762 $586,000
Q1 2024

Apr 29, 2024

BUY
$278.63 - $366.43 $14,488 - $19,054
52 Added 3.04%
1,763 $646,000
Q4 2023

Jan 26, 2024

BUY
$226.05 - $298.12 $90,420 - $119,248
400 Added 30.51%
1,711 $505,000
Q2 2023

Jul 24, 2023

BUY
$205.75 - $247.67 $30,862 - $37,150
150 Added 12.92%
1,311 $322,000
Q1 2023

Apr 27, 2023

SELL
$215.01 - $264.54 $94,604 - $116,397
-440 Reduced 27.48%
1,161 $265,000
Q2 2022

Jul 21, 2022

BUY
$178.67 - $235.08 $25,013 - $32,911
140 Added 9.58%
1,601 $286,000
Q1 2022

Apr 26, 2022

BUY
$182.83 - $229.87 $14,626 - $18,389
80 Added 5.79%
1,461 $326,000
Q3 2021

Nov 02, 2021

BUY
$189.84 - $221.66 $262,169 - $306,112
1,381 New
1,381 $265,000

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 $210B
  • 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
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.