A detailed history of Perfromance Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 3,547 shares of CAT stock, worth $1.33 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,547
Previous 3,425 3.56%
Holding current value
$1.33 Million
Previous $1.14 Million 21.67%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 10, 2024

BUY
$316.8 - $391.12 $38,649 - $47,716
122 Added 3.56%
3,547 $1.39 Million
Q2 2024

Jul 19, 2024

SELL
$321.47 - $379.3 $5.17 Million - $6.1 Million
-16,075 Reduced 82.44%
3,425 $1.14 Million
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $224,018 - $294,609
804 Added 4.3%
19,500 $7.15 Million
Q4 2023

Jan 22, 2024

SELL
$226.05 - $298.12 $335,006 - $441,813
-1,482 Reduced 7.34%
18,696 $5.53 Million
Q3 2023

Oct 30, 2023

BUY
$240.58 - $288.65 $574,264 - $689,007
2,387 Added 13.42%
20,178 $5.51 Million
Q2 2023

Jul 13, 2023

BUY
$205.75 - $247.67 $660,251 - $794,773
3,209 Added 22.01%
17,791 $4.38 Million
Q1 2023

Apr 20, 2023

BUY
$215.01 - $264.54 $846,494 - $1.04 Million
3,937 Added 36.98%
14,582 $3.34 Million
Q4 2022

Jan 19, 2023

BUY
$171.23 - $243.14 $55,136 - $78,291
322 Added 3.12%
10,645 $0
Q3 2022

Oct 17, 2022

BUY
$162.44 - $198.25 $133,200 - $162,565
820 Added 8.63%
10,323 $1.69 Million
Q2 2022

Jul 15, 2022

BUY
$178.67 - $235.08 $71,289 - $93,796
399 Added 4.38%
9,503 $1.7 Million
Q1 2022

Apr 21, 2022

BUY
$182.83 - $229.87 $300,755 - $378,136
1,645 Added 22.05%
9,104 $2.03 Million
Q4 2021

Feb 03, 2022

BUY
$188.94 - $214.25 $1.41 Million - $1.6 Million
7,459 New
7,459 $1.54 Million

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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