A detailed history of Richard W. Paul & Associates, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 1,084 shares of CAT stock, worth $398,445. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,084
Previous 1,098 1.28%
Holding current value
$398,445
Previous $366 Million 15.82%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Oct 17, 2024

SELL
$316.8 - $391.12 $4,435 - $5,475
-14 Reduced 1.28%
1,084 $424 Million
Q2 2024

Jul 23, 2024

SELL
$321.47 - $379.3 $3,857 - $4,551
-12 Reduced 1.08%
1,098 $366 Million
Q1 2024

May 14, 2024

SELL
$278.63 - $366.43 $32,878 - $43,238
-118 Reduced 9.61%
1,110 $407 Million
Q4 2023

Jan 23, 2024

BUY
$226.05 - $298.12 $14,241 - $18,781
63 Added 5.41%
1,228 $363 Million
Q3 2023

Oct 12, 2023

BUY
$240.58 - $288.65 $276,907 - $332,236
1,151 Added 8221.43%
1,165 $318 Million
Q2 2023

Jul 25, 2023

SELL
$205.75 - $247.67 $3,086 - $3,715
-15 Reduced 51.72%
14 $3.45 Million
Q1 2023

Apr 24, 2023

SELL
$215.01 - $264.54 $25,801 - $31,744
-120 Reduced 80.54%
29 $6.64 Million
Q4 2022

Feb 07, 2023

BUY
$171.23 - $243.14 $25,513 - $36,227
149 New
149 $35.7 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 $194B
  • 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 Richard W. Paul & Associates, LLC Portfolio

Follow Richard W. Paul & Associates, 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 Richard W. Paul & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richard W. Paul & Associates, LLC with notifications on news.