A detailed history of Schrum Private Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 1,096 shares of CAT stock, worth $398,823. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,096
Holding current value
$398,823
% of portfolio
0.22%

Shares

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

Nov 05, 2024

BUY
$316.8 - $391.12 $347,212 - $428,667
1,096 New
1,096 $428,000
Q1 2024

May 02, 2024

BUY
$278.63 - $366.43 $152,689 - $200,803
548 New
548 $200,000
Q2 2022

Jul 22, 2022

SELL
$178.67 - $235.08 $181,350 - $238,606
-1,015 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$182.83 - $229.87 $914 - $1,149
5 Added 0.5%
1,015 $213,000
Q4 2021

Mar 11, 2022

BUY
$188.94 - $214.25 $190,829 - $216,392
1,010 New
1,010 $209,000

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 $192B
  • 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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