A detailed history of Provence Wealth Management Group transactions in Caterpillar Inc stock. As of the latest transaction made, Provence Wealth Management Group holds 2,276 shares of CAT stock, worth $929,085. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,276
Previous 1,937 17.5%
Holding current value
$929,085
Previous $528,000 27.27%
% of portfolio
0.36%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $76,630 - $101,062
339 Added 17.5%
2,276 $672,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $67,362 - $80,822
280 Added 16.9%
1,937 $528,000
Q2 2023

Jul 24, 2023

BUY
$205.75 - $247.67 $68,309 - $82,226
332 Added 25.06%
1,657 $407,000
Q1 2023

Apr 26, 2023

BUY
$215.01 - $264.54 $69,878 - $85,975
325 Added 32.5%
1,325 $303,000
Q4 2022

Feb 02, 2023

BUY
$171.23 - $243.14 $171,230 - $243,140
1,000 New
1,000 $239,000

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 $215B
  • 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
Track This Portfolio

Track Provence Wealth Management Group Portfolio

Follow Provence Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Provence Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Provence Wealth Management Group with notifications on news.