A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 4,557 shares of CAT stock, worth $1.78 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,557
Previous 3,603 26.48%
Holding current value
$1.78 Million
Previous $1.32 Million 14.92%
% of portfolio
0.16%
Previous 0.14%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$321.47 - $379.3 $306,682 - $361,852
954 Added 26.48%
4,557 $1.52 Million
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $13,931 - $18,321
50 Added 1.41%
3,603 $1.32 Million
Q4 2023

Feb 06, 2024

SELL
$226.05 - $298.12 $41,593 - $54,854
-184 Reduced 4.92%
3,553 $1.05 Million
Q3 2023

Oct 25, 2023

BUY
$240.58 - $288.65 $64,475 - $77,358
268 Added 7.73%
3,737 $1.02 Million
Q2 2023

Aug 02, 2023

SELL
$205.75 - $247.67 $36,829 - $44,332
-179 Reduced 4.91%
3,469 $853,000
Q1 2023

May 04, 2023

SELL
$215.01 - $264.54 $87,079 - $107,138
-405 Reduced 9.99%
3,648 $834,000
Q4 2022

Feb 06, 2023

BUY
$171.23 - $243.14 $108,217 - $153,664
632 Added 18.47%
4,053 $970,000
Q3 2022

Nov 09, 2022

SELL
$162.44 - $198.25 $45,483 - $55,510
-280 Reduced 7.57%
3,421 $561,000
Q2 2022

Aug 01, 2022

BUY
$178.67 - $235.08 $62,177 - $81,807
348 Added 10.38%
3,701 $662,000
Q1 2022

May 05, 2022

BUY
$182.83 - $229.87 $37,480 - $47,123
205 Added 6.51%
3,353 $747,000
Q4 2021

Jan 20, 2022

BUY
$188.94 - $214.25 $270,939 - $307,234
1,434 Added 83.66%
3,148 $651,000
Q2 2021

Aug 10, 2021

BUY
$208.86 - $244.79 $3,341 - $3,916
16 Added 0.94%
1,714 $373,000
Q4 2020

Feb 03, 2021

SELL
$146.71 - $182.21 $14,671 - $18,221
-100 Reduced 5.56%
1,698 $309,000
Q3 2020

Oct 29, 2020

BUY
$125.73 - $153.87 $23,888 - $29,235
190 Added 11.82%
1,798 $268,000
Q2 2020

Aug 11, 2020

BUY
$104.48 - $137.72 $168,003 - $221,453
1,608 New
1,608 $203,000
Q1 2020

May 08, 2020

SELL
$91.85 - $150.53 $127,028 - $208,182
-1,383 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$117.97 - $148.5 $163,152 - $205,375
1,383 New
1,383 $204,000
Q4 2018

Feb 05, 2019

SELL
$112.34 - $158.22 $158,174 - $222,773
-1,408 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
$132.02 - $156.38 $185,884 - $220,183
1,408 New
1,408 $215,000
Q1 2018

May 15, 2018

SELL
$144.29 - $170.89 $185,124 - $219,251
-1,283 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$124.72 - $158.42 $160,015 - $203,252
1,283
1,283 $202,000

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 $206B
  • 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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