Sky Oak Wealth, LLC Caterpillar Inc Transaction History

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,012 shares of CAT stock, worth $386,078. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,012
Previous 1,012 -0.0%
Holding current value
$386,078
Previous $337,000 17.21%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Aug 12, 2024
SELL
$321.47 - $379.3 $21,538 - $25,413
-67 Reduced 6.21%
1,012 $337,000
Q4 2023

Jan 12, 2024
SELL
$226.05 - $298.12 $15,597 - $20,570
-69 Reduced 6.01%
1,079 $319,000
Q1 2023

May 02, 2023
BUY
$215.01 - $264.54 $1,935 - $2,380
9 Added 0.79%
1,148 $262,000
Q4 2022

Jan 26, 2023
BUY
$171.23 - $243.14 $195,030 - $276,936
1,139 New
1,139 $0
Q2 2022

Jul 26, 2022
SELL
$178.67 - $235.08 $198,145 - $260,703
-1,109 Closed
0 $0
Q4 2020

Feb 02, 2021
BUY
$146.71 - $182.21 $162,701 - $202,070
1,109 New
1,109 $202,000
Q3 2020

Nov 03, 2020
SELL
$125.73 - $153.87 $278,240 - $340,514
-2,213 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$104.48 - $137.72 $74,598 - $98,332
-714 Reduced 24.39%
2,213 $280,000
Q1 2020

May 04, 2020
BUY
$91.85 - $150.53 $40,781 - $66,835
444 Added 17.88%
2,927 $340,000
Q4 2019

Feb 04, 2020
BUY
$117.97 - $148.5 $292,919 - $368,725
2,483 New
2,483 $367,000

Others Institutions Holding CAT

# of Institutions
3,120
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $201B
  • 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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