A detailed history of Portside Wealth Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Portside Wealth Group, LLC holds 3,811 shares of CAT stock, worth $1.51 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,811
Previous 4,637 17.81%
Holding current value
$1.51 Million
Previous $1.54 Billion 3.5%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Oct 31, 2024

SELL
$316.8 - $391.12 $261,676 - $323,065
-826 Reduced 17.81%
3,811 $1.49 Billion
Q2 2024

Jul 18, 2024

SELL
$321.47 - $379.3 $19,609 - $23,137
-61 Reduced 1.3%
4,637 $1.54 Billion
Q1 2024

Apr 17, 2024

BUY
$278.63 - $366.43 $254,667 - $334,917
914 Added 24.15%
4,698 $1.72 Billion
Q4 2023

Jan 16, 2024

SELL
$226.05 - $298.12 $512,003 - $675,241
-2,265 Reduced 37.44%
3,784 $1.12 Billion
Q3 2023

Oct 27, 2023

BUY
$240.58 - $288.65 $1,924 - $2,309
8 Added 0.13%
6,049 $1.65 Billion
Q2 2023

Sep 01, 2023

SELL
$205.75 - $247.67 $39.9 Million - $48 Million
-193,774 Reduced 96.98%
6,041 $1.49 Billion
Q2 2023

Aug 01, 2023

BUY
$205.75 - $247.67 $41.1 Million - $49.5 Million
199,815 New
199,815 $49.2 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 $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
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