A detailed history of Rkl Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Rkl Wealth Management LLC holds 1,556 shares of CAT stock, worth $617,872. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,556
Previous 1,561 0.32%
Holding current value
$617,872
Previous $571,000 9.28%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 17, 2024

SELL
$321.47 - $379.3 $1,607 - $1,896
-5 Reduced 0.32%
1,556 $518,000
Q1 2024

May 08, 2024

BUY
$278.63 - $366.43 $29,534 - $38,841
106 Added 7.29%
1,561 $571,000
Q4 2023

Jan 24, 2024

SELL
$226.05 - $298.12 $13,110 - $17,290
-58 Reduced 3.83%
1,455 $430,000
Q3 2023

Nov 03, 2023

SELL
$240.58 - $288.65 $16,840 - $20,205
-70 Reduced 4.42%
1,513 $413,000
Q2 2023

Aug 07, 2023

BUY
$205.75 - $247.67 $4,320 - $5,201
21 Added 1.34%
1,583 $389,000
Q1 2023

May 01, 2023

SELL
$215.01 - $264.54 $13,760 - $16,930
-64 Reduced 3.94%
1,562 $357,000
Q4 2022

Feb 06, 2023

BUY
$171.23 - $243.14 $17,123 - $24,314
100 Added 6.55%
1,626 $389,000
Q2 2022

Aug 01, 2022

BUY
$178.67 - $235.08 $31,267 - $41,139
175 Added 12.95%
1,526 $273,000
Q1 2022

May 10, 2022

BUY
$182.83 - $229.87 $24,316 - $30,572
133 Added 10.92%
1,351 $301,000
Q3 2021

Nov 15, 2021

SELL
$189.84 - $221.66 $106,120 - $123,907
-559 Reduced 31.46%
1,218 $234,000
Q3 2020

Nov 09, 2020

BUY
$125.73 - $153.87 $223,422 - $273,426
1,777 New
1,777 $265,000

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 $210B
  • 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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