A detailed history of Sound View Wealth Advisors Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,478 shares of CAT stock, worth $3.13 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,478
Previous 10,263 7.65%
Holding current value
$3.13 Million
Previous $3.03 Million 14.47%
% of portfolio
0.37%
Previous 0.34%

Shares

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

May 09, 2024

SELL
$278.63 - $366.43 $218,724 - $287,647
-785 Reduced 7.65%
9,478 $3.47 Million
Q4 2023

Feb 08, 2024

BUY
$226.05 - $298.12 $224,693 - $296,331
994 Added 10.72%
10,263 $3.03 Million
Q3 2023

Nov 07, 2023

BUY
$240.58 - $288.65 $1.15 Million - $1.38 Million
4,767 Added 105.89%
9,269 $2.53 Million
Q2 2023

Aug 08, 2023

SELL
$205.75 - $247.67 $8,024 - $9,659
-39 Reduced 0.86%
4,502 $1.11 Million
Q1 2023

May 12, 2023

BUY
$215.01 - $264.54 $121,050 - $148,936
563 Added 14.15%
4,541 $1.04 Million
Q4 2022

Feb 08, 2023

SELL
$171.23 - $243.14 $11,643 - $16,533
-68 Reduced 1.68%
3,978 $952,000
Q3 2022

Nov 08, 2022

SELL
$162.44 - $198.25 $1,299 - $1,586
-8 Reduced 0.2%
4,046 $664,000
Q2 2022

Aug 05, 2022

BUY
$178.67 - $235.08 $219,406 - $288,678
1,228 Added 43.45%
4,054 $725,000
Q1 2022

May 11, 2022

BUY
$182.83 - $229.87 $47,352 - $59,536
259 Added 10.09%
2,826 $630,000
Q4 2021

Jan 20, 2022

SELL
$188.94 - $214.25 $11,525 - $13,069
-61 Reduced 2.32%
2,567 $531,000
Q3 2021

Oct 21, 2021

BUY
$189.84 - $221.66 $21,262 - $24,825
112 Added 4.45%
2,628 $504,000
Q2 2021

Jul 21, 2021

SELL
$208.86 - $244.79 $129,284 - $151,525
-619 Reduced 19.74%
2,516 $548,000
Q1 2021

Apr 28, 2021

BUY
$180.63 - $233.63 $5,599 - $7,242
31 Added 1.0%
3,135 $727,000
Q4 2020

Feb 02, 2021

SELL
$146.71 - $182.21 $36,384 - $45,188
-248 Reduced 7.4%
3,104 $565,000
Q3 2020

Nov 09, 2020

BUY
$125.73 - $153.87 $377 - $461
3 Added 0.09%
3,352 $500,000
Q2 2020

Aug 07, 2020

BUY
$104.48 - $137.72 $417 - $550
4 Added 0.12%
3,349 $424,000
Q1 2020

May 12, 2020

SELL
$91.85 - $150.53 $2,296 - $3,763
-25 Reduced 0.74%
3,345 $388,000
Q4 2019

Jan 27, 2020

SELL
$117.97 - $148.5 $39,166 - $49,302
-332 Reduced 8.97%
3,370 $498,000
Q3 2019

Nov 07, 2019

SELL
$113.38 - $139.64 $199,095 - $245,207
-1,756 Reduced 32.17%
3,702 $468,000
Q2 2019

Aug 07, 2019

BUY
$119.81 - $143.36 $653,922 - $782,458
5,458 New
5,458 $744,000

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 $175B
  • 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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