A detailed history of Rmr Wealth Builders transactions in Caterpillar Inc stock. As of the latest transaction made, Rmr Wealth Builders holds 2,352 shares of CAT stock, worth $770,891. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,352
Previous 2,330 0.94%
Holding current value
$770,891
Previous $688,000 25.15%
% of portfolio
0.1%
Previous 0.1%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $6,129 - $8,061
22 Added 0.94%
2,352 $861,000
Q4 2023

Feb 06, 2024

SELL
$226.05 - $298.12 $11,302 - $14,906
-50 Reduced 2.1%
2,330 $688,000
Q3 2023

Oct 23, 2023

BUY
$240.58 - $288.65 $2,646 - $3,175
11 Added 0.46%
2,380 $649,000
Q2 2023

Jul 21, 2023

SELL
$205.75 - $247.67 $3,703 - $4,458
-18 Reduced 0.75%
2,369 $582,000
Q1 2023

Apr 11, 2023

BUY
$215.01 - $264.54 $42,571 - $52,378
198 Added 9.05%
2,387 $546,000
Q4 2022

Feb 15, 2023

BUY
$171.23 - $243.14 $374,822 - $532,233
2,189 New
2,189 $524,000
Q3 2022

Nov 08, 2022

BUY
$162.44 - $198.25 $81,544 - $99,521
502 Added 29.77%
2,188 $359,000
Q2 2022

Aug 02, 2022

SELL
$178.67 - $235.08 $16,973 - $22,332
-95 Reduced 5.33%
1,686 $301,000
Q1 2022

May 13, 2022

BUY
$182.83 - $229.87 $67,464 - $84,822
369 Added 26.13%
1,781 $397,000
Q4 2021

Feb 02, 2022

SELL
$188.94 - $214.25 $49,880 - $56,562
-264 Reduced 15.75%
1,412 $292,000
Q3 2021

Oct 18, 2021

BUY
$189.84 - $221.66 $379 - $443
2 Added 0.12%
1,676 $322,000
Q2 2021

Aug 16, 2021

BUY
$208.86 - $244.79 $12,531 - $14,687
60 Added 3.72%
1,674 $364,000
Q1 2021

May 13, 2021

BUY
$180.63 - $233.63 $47,866 - $61,911
265 Added 19.64%
1,614 $374,000
Q4 2020

Feb 26, 2021

BUY
$146.71 - $182.21 $167,396 - $207,901
1,141 Added 548.56%
1,349 $246,000
Q4 2020

Feb 09, 2021

SELL
$146.71 - $182.21 $190,282 - $236,326
-1,297 Reduced 86.18%
208 $246,000
Q3 2020

Nov 13, 2020

BUY
$125.73 - $153.87 $145,343 - $177,873
1,156 Added 331.23%
1,505 $224,000
Q2 2020

Aug 19, 2020

SELL
$104.48 - $137.72 $36,568 - $48,202
-350 Reduced 50.07%
349 $44,000
Q4 2019

Mar 03, 2020

BUY
$117.97 - $148.5 $82,461 - $103,801
699 New
699 $103,000

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 $173B
  • 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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