A detailed history of River Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, River Wealth Advisors LLC holds 6,303 shares of CAT stock, worth $2.31 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,303
Previous 6,401 1.53%
Holding current value
$2.31 Million
Previous $2.13 Million 15.62%
% of portfolio
0.33%
Previous 0.31%

Shares

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

Nov 12, 2024

SELL
$316.8 - $391.12 $31,046 - $38,329
-98 Reduced 1.53%
6,303 $2.47 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $55,614 - $65,618
173 Added 2.78%
6,401 $2.13 Million
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $131,234 - $172,588
471 Added 8.18%
6,228 $2.28 Million
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $64,198 - $84,666
-284 Reduced 4.7%
5,757 $1.7 Million
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $9,623 - $11,546
-40 Reduced 0.66%
6,041 $1.65 Million
Q2 2023

Aug 09, 2023

SELL
$205.75 - $247.67 $20,575 - $24,767
-100 Reduced 1.62%
6,081 $1.5 Million
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $25,156 - $30,951
-117 Reduced 1.86%
6,181 $1.41 Million
Q4 2022

Feb 10, 2023

SELL
$171.23 - $243.14 $34,074 - $48,384
-199 Reduced 3.06%
6,298 $1.51 Million
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $22,904 - $27,953
-141 Reduced 2.12%
6,497 $1.07 Million
Q2 2022

Aug 10, 2022

BUY
$178.67 - $235.08 $310,171 - $408,098
1,736 Added 35.41%
6,638 $1.19 Million
Q1 2022

May 09, 2022

BUY
$182.83 - $229.87 $36,566 - $45,974
200 Added 4.25%
4,902 $1.09 Million
Q4 2021

Feb 11, 2022

BUY
$188.94 - $214.25 $566 - $642
3 Added 0.06%
4,702 $972,000
Q3 2021

Nov 12, 2021

SELL
$189.84 - $221.66 $6,454 - $7,536
-34 Reduced 0.72%
4,699 $902,000
Q2 2021

Aug 06, 2021

SELL
$208.86 - $244.79 $41,772 - $48,958
-200 Reduced 4.05%
4,733 $1.03 Million
Q1 2021

May 11, 2021

SELL
$180.63 - $233.63 $4,335 - $5,607
-24 Reduced 0.48%
4,933 $1.14 Million
Q4 2020

Feb 16, 2021

SELL
$146.71 - $182.21 $12,470 - $15,487
-85 Reduced 1.69%
4,957 $902,000
Q3 2020

Nov 10, 2020

SELL
$125.73 - $153.87 $502 - $615
-4 Reduced 0.08%
5,042 $752,000
Q2 2020

Aug 11, 2020

SELL
$104.48 - $137.72 $313 - $413
-3 Reduced 0.06%
5,046 $638,000
Q1 2020

May 05, 2020

SELL
$91.85 - $150.53 $1,653 - $2,709
-18 Reduced 0.36%
5,049 $586,000
Q4 2019

Feb 07, 2020

SELL
$117.97 - $148.5 $11,797 - $14,850
-100 Reduced 1.94%
5,067 $748,000
Q3 2019

Oct 29, 2019

BUY
$113.38 - $139.64 $8,843 - $10,891
78 Added 1.53%
5,167 $653,000
Q2 2019

Jul 30, 2019

BUY
$119.81 - $143.36 $14,616 - $17,489
122 Added 2.46%
5,089 $694,000
Q1 2019

May 07, 2019

BUY
$121.51 - $141.41 $15,796 - $18,383
130 Added 2.69%
4,967 $673,000
Q4 2018

Jan 25, 2019

BUY
$112.34 - $158.22 $3,931 - $5,537
35 Added 0.73%
4,837 $615,000
Q3 2018

Nov 09, 2018

SELL
$132.02 - $156.38 $40,926 - $48,477
-310 Reduced 6.06%
4,802 $732,000
Q2 2018

Aug 13, 2018

SELL
$134.61 - $158.92 $24,229 - $28,605
-180 Reduced 3.4%
5,112 $694,000
Q1 2018

May 02, 2018

BUY
$144.29 - $170.89 $223,649 - $264,879
1,550 Added 41.42%
5,292 $780,000
Q4 2017

Feb 09, 2018

SELL
$124.72 - $158.42 $12,472 - $15,841
-100 Reduced 2.6%
3,742 $590,000
Q3 2017

Nov 06, 2017

BUY
$112.85 - $125.23 $433,569 - $481,133
3,842
3,842 $479,000

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 $193B
  • 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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