Prestige Wealth Management Group LLC Caterpillar Inc Transaction History

Prestige Wealth Management Group LLC

  • $443 Million
  • Q1 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 2,632 shares of CAT stock, worth $864,217. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,632
Previous 2,634 0.08%
Holding current value
$864,217
Previous $778,000 23.91%
% of portfolio
0.22%
Previous 0.18%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$278.63 - $366.43 $557 - $732
-2 Reduced 0.08%
2,632 $964,000
Q4 2023

Apr 26, 2024
BUY
$226.05 - $298.12 $52,217 - $68,865
231 Added 9.61%
2,634 $778,000
Q4 2023

Feb 08, 2024
BUY
$226.05 - $298.12 $52,217 - $68,865
231 Added 9.61%
2,634 $778,000
Q3 2023

Apr 26, 2024
BUY
$240.58 - $288.65 $3,127 - $3,752
13 Added 0.54%
2,403 $656,000
Q3 2023

Nov 13, 2023
BUY
$240.58 - $288.65 $3,127 - $3,752
13 Added 0.54%
2,403 $656,000
Q2 2023

Apr 26, 2024
SELL
$205.75 - $247.67 $27,364 - $32,940
-133 Reduced 5.27%
2,390 $588,000
Q2 2023

Aug 11, 2023
SELL
$205.75 - $247.67 $27,364 - $32,940
-133 Reduced 5.27%
2,390 $588,000
Q1 2023

Apr 26, 2024
SELL
$215.01 - $264.54 $23,436 - $28,834
-109 Reduced 4.14%
2,523 $577,000
Q1 2023

May 16, 2023
BUY
$215.01 - $264.54 $35,906 - $44,178
167 Added 7.09%
2,523 $577,000
Q4 2022

Feb 07, 2023
BUY
$171.23 - $243.14 $13,869 - $19,694
81 Added 3.56%
2,356 $564,000
Q3 2022

Nov 01, 2022
BUY
$162.44 - $198.25 $26,965 - $32,909
166 Added 7.87%
2,275 $373,000
Q2 2022

Aug 10, 2022
BUY
$178.67 - $235.08 $61,462 - $80,867
344 Added 19.49%
2,109 $377,000
Q1 2022

May 05, 2022
BUY
$182.83 - $229.87 $11,518 - $14,481
63 Added 3.7%
1,765 $393,000
Q4 2021

Feb 15, 2022
BUY
$188.94 - $214.25 $11,903 - $13,497
63 Added 3.84%
1,702 $352,000
Q3 2021

Nov 12, 2021
BUY
$189.84 - $221.66 $30,184 - $35,243
159 Added 10.74%
1,639 $315,000
Q2 2021

Aug 12, 2021
SELL
$208.86 - $244.79 $11,069 - $12,973
-53 Reduced 3.46%
1,480 $322,000
Q1 2021

May 13, 2021
BUY
$180.63 - $233.63 $14,089 - $18,223
78 Added 5.36%
1,533 $355,000
Q4 2020

Feb 17, 2021
BUY
$146.71 - $182.21 $31,249 - $38,810
213 Added 17.15%
1,455 $265,000
Q3 2020

Oct 26, 2020
BUY
$125.73 - $153.87 $28,037 - $34,313
223 Added 21.88%
1,242 $185,000
Q2 2020

Aug 13, 2020
BUY
$104.48 - $137.72 $69,688 - $91,859
667 Added 189.49%
1,019 $129,000
Q1 2020

May 15, 2020
BUY
$91.85 - $150.53 $13,961 - $22,880
152 Added 76.0%
352 $41,000
Q1 2019

Aug 16, 2019
SELL
$121.51 - $141.41 $25,881 - $30,120
-213 Reduced 51.57%
200 $27,000
Q4 2018

Apr 16, 2019
BUY
$112.34 - $158.22 $46,396 - $65,344
413 New
413 $52,000

Others Institutions Holding CAT

# of Institutions
2,952
Shares Held
337M
Call Options Held
10.3M
Put Options Held
10.3M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $173B
  • 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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