Principle Wealth Partners LLC Caterpillar Inc Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Principle Wealth Partners LLC holds 22,250 shares of CAT stock, worth $8.49 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
22,250
Previous 23,037 3.42%
Holding current value
$8.49 Million
Previous $7.67 Million 13.41%
% of portfolio
0.65%
Previous 0.62%

Shares

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

Nov 13, 2024
SELL
$316.8 - $391.12 $249,321 - $307,811
-787 Reduced 3.42%
22,250 $8.7 Million
Q2 2024

Aug 13, 2024
SELL
$321.47 - $379.3 $133,731 - $157,788
-416 Reduced 1.77%
23,037 $7.67 Million
Q1 2024

Apr 23, 2024
SELL
$278.63 - $366.43 $18,946 - $24,917
-68 Reduced 0.29%
23,453 $8.59 Million
Q4 2023

Feb 05, 2024
SELL
$226.05 - $298.12 $13,110 - $17,290
-58 Reduced 0.25%
23,521 $6.95 Million
Q3 2023

Nov 01, 2023
SELL
$240.58 - $288.65 $5,533 - $6,638
-23 Reduced 0.1%
23,579 $6.44 Million
Q2 2023

Jul 31, 2023
BUY
$205.75 - $247.67 $42,590 - $51,267
207 Added 0.88%
23,602 $5.81 Million
Q1 2023

May 10, 2023
SELL
$215.01 - $264.54 $4,945 - $6,084
-23 Reduced 0.1%
23,395 $5.35 Million
Q4 2022

Feb 02, 2023
SELL
$171.23 - $243.14 $184,072 - $261,375
-1,075 Reduced 4.39%
23,418 $5.61 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $448,821 - $547,764
2,763 Added 12.72%
24,493 $4.02 Million
Q2 2022

Aug 02, 2022
BUY
$178.67 - $235.08 $143,114 - $188,299
801 Added 3.83%
21,730 $3.88 Million
Q1 2022

May 12, 2022
SELL
$182.83 - $229.87 $73,680 - $92,637
-403 Reduced 1.89%
20,929 $4.66 Million
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $146,806 - $166,472
777 Added 3.78%
21,332 $4.41 Million
Q3 2021

Nov 16, 2021
BUY
$189.84 - $221.66 $232,933 - $271,976
1,227 Added 6.35%
20,555 $3.95 Million
Q2 2021

Aug 13, 2021
SELL
$208.86 - $244.79 $387,017 - $453,595
-1,853 Reduced 8.75%
19,328 $4.21 Million
Q1 2021

May 18, 2021
BUY
$180.63 - $233.63 $94,108 - $121,721
521 Added 2.52%
21,181 $4.91 Million
Q4 2020

Feb 16, 2021
BUY
$146.71 - $182.21 $3.03 Million - $3.76 Million
20,660 New
20,660 $3.76 Million
Q3 2020

Nov 16, 2020
SELL
$125.73 - $153.87 $28,666 - $35,082
-228 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$104.48 - $137.72 $23,821 - $31,400
228 New
228 $29,000

Others Institutions Holding CAT

# of Institutions
3,120
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
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 $201B
  • 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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