A detailed history of Smart Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Smart Wealth LLC holds 1,418 shares of CAT stock, worth $547,376. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,418
Previous 806 75.93%
Holding current value
$547,376
Previous $268 Million 106.57%
% of portfolio
0.22%
Previous 0.11%

Shares

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

Dec 13, 2024

BUY
$316.8 - $391.12 $193,881 - $239,365
612 Added 75.93%
1,418 $555 Million
Q2 2024

Dec 13, 2024

BUY
$321.47 - $379.3 $20,574 - $24,275
64 Added 8.63%
806 $268 Million
Q1 2024

Dec 13, 2024

BUY
$278.63 - $366.43 $206,743 - $271,891
742 New
742 $272 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 $204B
  • 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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