Stockman Wealth Management, Inc. Caterpillar Inc Transaction History

Stockman Wealth Management, Inc.

  • $623 Million
  • Q3 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 36,980 shares of CAT stock, worth $14.2 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
36,980
Previous 36,015 2.68%
Holding current value
$14.2 Million
Previous $12 Million 20.57%
% of portfolio
2.32%
Previous 2.17%

Shares

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

Nov 04, 2024
BUY
$316.8 - $391.12 $305,712 - $377,430
965 Added 2.68%
36,980 $14.5 Million
Q2 2024

Jul 31, 2024
SELL
$321.47 - $379.3 $138,553 - $163,478
-431 Reduced 1.18%
36,015 $12 Million
Q1 2024

Apr 17, 2024
SELL
$278.63 - $366.43 $646,421 - $850,117
-2,320 Reduced 5.98%
36,446 $13.4 Million
Q4 2023

Feb 01, 2024
SELL
$226.05 - $298.12 $6,555 - $8,645
-29 Reduced 0.07%
38,766 $11.5 Million
Q3 2023

Oct 31, 2023
SELL
$240.58 - $288.65 $641,386 - $769,540
-2,666 Reduced 6.43%
38,795 $10.6 Million
Q2 2023

Aug 02, 2023
BUY
$205.75 - $247.67 $299,777 - $360,855
1,457 Added 3.64%
41,461 $10.2 Million
Q1 2023

May 04, 2023
SELL
$215.01 - $264.54 $180,178 - $221,684
-838 Reduced 2.05%
40,004 $9.15 Million
Q4 2022

Feb 07, 2023
SELL
$171.23 - $243.14 $433,725 - $615,873
-2,533 Reduced 5.84%
40,842 $9.78 Million
Q3 2022

Nov 07, 2022
BUY
$162.44 - $198.25 $6.84 Million - $8.35 Million
42,125 Added 3370.0%
43,375 $7.12 Million
Q2 2022

Jul 28, 2022
BUY
$178.67 - $235.08 $9,648 - $12,694
54 Added 4.52%
1,250 $223,000
Q1 2022

May 05, 2022
BUY
$182.83 - $229.87 $365 - $459
2 Added 0.17%
1,196 $266,000
Q4 2021

Feb 08, 2022
BUY
$188.94 - $214.25 $377 - $428
2 Added 0.17%
1,194 $247,000
Q3 2021

Nov 02, 2021
SELL
$189.84 - $221.66 $569 - $664
-3 Reduced 0.25%
1,192 $229,000
Q2 2021

Aug 12, 2021
SELL
$208.86 - $244.79 $6,056 - $7,098
-29 Reduced 2.37%
1,195 $260,000
Q1 2021

May 05, 2021
SELL
$180.63 - $233.63 $4,335 - $5,607
-24 Reduced 1.92%
1,224 $284,000
Q4 2020

Feb 08, 2021
BUY
$146.71 - $182.21 $183,094 - $227,398
1,248 New
1,248 $227,000
Q1 2018

May 10, 2018
SELL
$144.29 - $170.89 $233,461 - $276,500
-1,618 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
$124.72 - $158.42 $374 - $475
3 Added 0.19%
1,618 $255,000
Q3 2017

Nov 14, 2017
BUY
$112.85 - $125.23 $182,252 - $202,246
1,615
1,615 $201,000

Others Institutions Holding CAT

# of Institutions
3,119
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 $203B
  • 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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