A detailed history of Polaris Wealth Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 1,006 shares of CAT stock, worth $378,054. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,006
Holding current value
$378,054
% of portfolio
0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$240.58 - $288.65 $242,023 - $290,381
1,006 New
1,006 $274,000
Q1 2023

May 03, 2023

SELL
$215.01 - $264.54 $7.2 Million - $8.86 Million
-33,500 Reduced 96.73%
1,133 $259,000
Q4 2022

Jan 19, 2023

SELL
$171.23 - $243.14 $1.05 Million - $1.49 Million
-6,132 Reduced 15.04%
34,633 $0
Q3 2022

Oct 12, 2022

BUY
$162.44 - $198.25 $5.93 Million - $7.23 Million
36,479 Added 851.12%
40,765 $7.28 Million
Q2 2022

Jul 12, 2022

BUY
$178.67 - $235.08 $452,749 - $595,692
2,534 Added 144.63%
4,286 $766,000
Q1 2022

Apr 19, 2022

BUY
$182.83 - $229.87 $34,554 - $43,445
189 Added 12.09%
1,752 $378,000
Q3 2021

Oct 18, 2021

SELL
$189.84 - $221.66 $12.4 Million - $14.5 Million
-65,338 Reduced 97.66%
1,563 $306,000
Q2 2021

Jul 23, 2021

BUY
$208.86 - $244.79 $1.05 Million - $1.23 Million
5,032 Added 8.13%
66,901 $14.5 Million
Q1 2021

Apr 19, 2021

BUY
$180.63 - $233.63 $1.39 Million - $1.8 Million
7,712 Added 14.24%
61,869 $14.3 Million
Q4 2020

Jan 25, 2021

BUY
$146.71 - $182.21 $7.95 Million - $9.87 Million
54,157 New
54,157 $10.5 Million
Q1 2020

Apr 09, 2020

SELL
$91.85 - $150.53 $133,825 - $219,322
-1,457 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$117.97 - $148.5 $171,882 - $216,364
1,457 New
1,457 $215,000
Q2 2019

Jul 25, 2019

SELL
$119.81 - $143.36 $18.9 Million - $22.7 Million
-158,027 Closed
0 $0
Q1 2019

Apr 09, 2019

BUY
$121.51 - $141.41 $19.2 Million - $22.3 Million
158,027 New
158,027 $22.2 Million
Q4 2018

Jan 17, 2019

SELL
$112.34 - $158.22 $70,774 - $99,678
-630 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
$132.02 - $156.38 $83,172 - $98,519
630 New
630 $96,000
Q2 2018

Jul 09, 2018

SELL
$134.61 - $158.92 $71,208 - $84,068
-529 Closed
0 $0
Q1 2018

Apr 09, 2018

BUY
$144.29 - $170.89 $76,329 - $90,400
529 New
529 $78,000

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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