Strategic Wealth Advisors Group, LLC Caterpillar Inc Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 22,111 shares of CAT stock, worth $7.76 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
22,111
Previous 22,267 0.7%
Holding current value
$7.76 Million
Previous $3.99 Million 9.05%
% of portfolio
0.16%
Previous 0.17%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$162.44 - $198.25 $25,340 - $30,927
-156 Reduced 0.7%
22,111 $3.63 Million
Q2 2022

Aug 12, 2022
BUY
$178.67 - $235.08 $698,957 - $919,632
3,912 Added 21.31%
22,267 $3.99 Million
Q1 2022

May 10, 2022
BUY
$182.83 - $229.87 $937,735 - $1.18 Million
5,129 Added 38.78%
18,355 $4.07 Million
Q4 2021

Feb 16, 2022
SELL
$188.94 - $214.25 $112,419 - $127,478
-595 Reduced 4.31%
13,226 $2.74 Million
Q3 2021

Nov 17, 2021
BUY
$189.84 - $221.66 $226,099 - $263,997
1,191 Added 9.43%
13,821 $2.7 Million
Q2 2021

Aug 10, 2021
BUY
$208.86 - $244.79 $326,865 - $383,096
1,565 Added 14.14%
12,630 $2.75 Million
Q1 2021

May 07, 2021
SELL
$180.63 - $233.63 $177,559 - $229,658
-983 Reduced 8.16%
11,065 $2.57 Million
Q4 2020

Feb 12, 2021
BUY
$146.71 - $182.21 $1.77 Million - $2.2 Million
12,048 New
12,048 $2.19 Million
Q2 2020

Aug 03, 2020
SELL
$104.48 - $137.72 $1.67 Million - $2.2 Million
-15,976 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$91.85 - $150.53 $16,349 - $26,794
178 Added 1.13%
15,976 $1.8 Million
Q4 2019

Feb 10, 2020
BUY
$117.97 - $148.5 $2,005 - $2,524
17 Added 0.11%
15,798 $2.34 Million
Q3 2019

Nov 04, 2019
BUY
$113.38 - $139.64 $509,756 - $627,821
4,496 Added 39.84%
15,781 $1.95 Million
Q2 2019

Aug 13, 2019
SELL
$119.81 - $143.36 $82,309 - $98,488
-687 Reduced 5.74%
11,285 $1.53 Million
Q1 2019

May 02, 2019
SELL
$121.51 - $141.41 $225,279 - $262,174
-1,854 Reduced 13.41%
11,972 $0
Q4 2018

Feb 12, 2019
BUY
$112.34 - $158.22 $1.55 Million - $2.19 Million
13,826 New
13,826 $1.81 Million
Q3 2018

Nov 07, 2018
SELL
$132.02 - $156.38 $3.34 Million - $3.96 Million
-25,315 Closed
0 $0
Q2 2018

Sep 17, 2018
SELL
$134.61 - $158.92 $3.36 Million - $3.96 Million
-24,947 Reduced 49.63%
25,315 $3.43 Million
Q1 2018

May 08, 2018
BUY
$144.29 - $170.89 $2.18 Million - $2.58 Million
15,095 Added 42.92%
50,262 $7.41 Million
Q4 2017

Mar 08, 2018
BUY
$124.72 - $158.42 $1.44 Million - $1.83 Million
11,535 Added 48.81%
35,167 $5.54 Million
Q3 2017

Nov 07, 2017
BUY
$112.85 - $125.23 $2.67 Million - $2.96 Million
23,632
23,632 $2.95 Million

Others Institutions Holding CAT

# of Institutions
3,124
Shares Held
333M
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 $185B
  • 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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