A detailed history of Stone Point Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Stone Point Wealth LLC holds 6,941 shares of CAT stock, worth $2.41 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
6,941
Previous 7,561 8.2%
Holding current value
$2.41 Million
Previous $2.24 Million 13.78%
% of portfolio
0.9%
Previous 0.87%

Shares

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

May 01, 2024

SELL
$278.63 - $366.43 $172,750 - $227,186
-620 Reduced 8.2%
6,941 $2.54 Million
Q4 2023

Jan 26, 2024

SELL
$226.05 - $298.12 $15,823 - $20,868
-70 Reduced 0.92%
7,561 $2.24 Million
Q3 2023

Oct 25, 2023

SELL
$240.58 - $288.65 $37,289 - $44,740
-155 Reduced 1.99%
7,631 $2.08 Million
Q2 2023

Jul 25, 2023

BUY
$205.75 - $247.67 $36,006 - $43,342
175 Added 2.3%
7,786 $1.92 Million
Q1 2023

Apr 20, 2023

SELL
$215.01 - $264.54 $18,060 - $22,221
-84 Reduced 1.09%
7,611 $1.74 Million
Q4 2022

Jan 20, 2023

BUY
$171.23 - $243.14 $19,691 - $27,961
115 Added 1.52%
7,695 $0
Q3 2022

Nov 03, 2022

BUY
$162.44 - $198.25 $27,614 - $33,702
170 Added 2.29%
7,580 $1.24 Million
Q2 2022

Jul 19, 2022

BUY
$178.67 - $235.08 $130,429 - $171,608
730 Added 10.93%
7,410 $1.32 Million
Q1 2022

Apr 29, 2022

BUY
$182.83 - $229.87 $371,876 - $467,555
2,034 Added 43.78%
6,680 $1.47 Million
Q4 2021

Feb 10, 2022

BUY
$188.94 - $214.25 $877,815 - $995,405
4,646 New
4,646 $964,000

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 $184B
  • 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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