A detailed history of Redwood Wealth Management Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 2,653 shares of CAT stock, worth $1.08 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
2,653
Previous 2,676 0.86%
Holding current value
$1.08 Million
Previous $981 Million 9.88%
% of portfolio
0.67%
Previous 1.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$321.47 - $379.3 $7,393 - $8,723
-23 Reduced 0.86%
2,653 $884 Million
Q1 2024

May 07, 2024

SELL
$278.63 - $366.43 $95,570 - $125,685
-343 Reduced 11.36%
2,676 $981 Million
Q4 2023

Jan 25, 2024

BUY
$226.05 - $298.12 $51,539 - $67,971
228 Added 8.17%
3,019 $893 Million
Q3 2023

Oct 18, 2023

BUY
$240.58 - $288.65 $3,608 - $4,329
15 Added 0.54%
2,791 $762 Million
Q2 2023

Jul 20, 2023

BUY
$205.75 - $247.67 $23,661 - $28,482
115 Added 4.32%
2,776 $683 Million
Q1 2023

Apr 19, 2023

BUY
$215.01 - $264.54 $15,050 - $18,517
70 Added 2.7%
2,661 $609 Million
Q4 2022

Feb 01, 2023

BUY
$171.23 - $243.14 $443,656 - $629,975
2,591 New
2,591 $621 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 $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 Redwood Wealth Management Group, LLC Portfolio

Follow Redwood Wealth Management Group, LLC 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 Redwood Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Wealth Management Group, LLC with notifications on news.