A detailed history of Sea Crest Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 9,634 shares of CAT stock, worth $3.77 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,634
Previous 10,168 5.25%
Holding current value
$3.77 Million
Previous $3.73 Million 13.85%
% of portfolio
0.37%
Previous 0.46%

Shares

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

Jul 19, 2024

SELL
$321.47 - $379.3 $171,664 - $202,546
-534 Reduced 5.25%
9,634 $3.21 Million
Q1 2024

Apr 18, 2024

SELL
$278.63 - $366.43 $557,817 - $733,592
-2,002 Reduced 16.45%
10,168 $3.73 Million
Q4 2023

Jan 18, 2024

SELL
$226.05 - $298.12 $137,890 - $181,853
-610 Reduced 4.77%
12,170 $3.6 Million
Q3 2023

Oct 12, 2023

SELL
$240.58 - $288.65 $130,153 - $156,159
-541 Reduced 4.06%
12,780 $3.49 Million
Q2 2023

Jul 14, 2023

BUY
$205.75 - $247.67 $1.05 Million - $1.26 Million
5,106 Added 62.15%
13,321 $3.28 Million
Q1 2023

May 11, 2023

BUY
$215.01 - $264.54 $10,965 - $13,491
51 Added 0.62%
8,215 $1.88 Million
Q4 2022

Feb 14, 2023

SELL
$171.23 - $243.14 $25,684 - $36,471
-150 Reduced 1.8%
8,164 $1.96 Million
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $47,270 - $57,690
-291 Reduced 3.38%
8,314 $1.36 Million
Q2 2022

Aug 09, 2022

BUY
$178.67 - $235.08 $70,574 - $92,856
395 Added 4.81%
8,605 $1.54 Million
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $14,809 - $18,619
81 Added 1.0%
8,210 $1.83 Million
Q4 2021

Feb 11, 2022

SELL
$188.94 - $214.25 $40,055 - $45,421
-212 Reduced 2.54%
8,129 $1.68 Million
Q3 2021

Nov 16, 2021

SELL
$189.84 - $221.66 $61,318 - $71,596
-323 Reduced 3.73%
8,341 $1.6 Million
Q2 2021

Aug 12, 2021

BUY
$208.86 - $244.79 $90,436 - $105,994
433 Added 5.26%
8,664 $1.89 Million
Q1 2021

May 17, 2021

BUY
$180.63 - $233.63 $59,066 - $76,397
327 Added 4.14%
8,231 $1.91 Million
Q4 2020

Feb 09, 2021

SELL
$146.71 - $182.21 $8,362 - $10,385
-57 Reduced 0.72%
7,904 $1.44 Million
Q3 2020

Nov 12, 2020

BUY
$125.73 - $153.87 $14,458 - $17,695
115 Added 1.47%
7,961 $1.19 Million
Q2 2020

Jul 27, 2020

SELL
$104.48 - $137.72 $38,553 - $50,818
-369 Reduced 4.49%
7,846 $993,000
Q1 2020

May 13, 2020

BUY
$91.85 - $150.53 $33,341 - $54,642
363 Added 4.62%
8,215 $953,000
Q4 2019

Jan 22, 2020

BUY
$117.97 - $148.5 $24,065 - $30,294
204 Added 2.67%
7,852 $1.16 Million
Q3 2019

Oct 15, 2019

SELL
$113.38 - $139.64 $23,583 - $29,045
-208 Reduced 2.65%
7,648 $966,000
Q2 2019

Jul 19, 2019

SELL
$119.81 - $143.36 $7,428 - $8,888
-62 Reduced 0.78%
7,856 $1.07 Million
Q1 2019

May 10, 2019

BUY
$121.51 - $141.41 $32,078 - $37,332
264 Added 3.45%
7,918 $1.07 Million
Q4 2018

Feb 13, 2019

SELL
$112.34 - $158.22 $293,319 - $413,112
-2,611 Reduced 25.44%
7,654 $973,000
Q3 2018

Nov 14, 2018

SELL
$132.02 - $156.38 $136,244 - $161,384
-1,032 Reduced 9.14%
10,265 $1.57 Million
Q2 2018

Aug 03, 2018

BUY
$134.61 - $158.92 $128,148 - $151,291
952 Added 9.2%
11,297 $1.53 Million
Q1 2018

Apr 20, 2018

SELL
$144.29 - $170.89 $183,104 - $216,859
-1,269 Reduced 10.93%
10,345 $1.53 Million
Q4 2017

Feb 02, 2018

BUY
$124.72 - $158.42 $1.45 Million - $1.84 Million
11,614
11,614 $1.83 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 $206B
  • 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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