A detailed history of Strategic Wealth Partners, Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,252 shares of CAT stock, worth $470,501. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,252
Previous 1,208 3.64%
Holding current value
$470,501
Previous $402,000 21.64%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 08, 2024

BUY
$316.8 - $391.12 $13,939 - $17,209
44 Added 3.64%
1,252 $489,000
Q2 2024

Oct 08, 2024

BUY
$321.47 - $379.3 $33,432 - $39,447
104 Added 9.42%
1,208 $402,000
Q1 2024

May 20, 2024

BUY
$278.63 - $366.43 $77,737 - $102,233
279 Added 33.82%
1,104 $404,000
Q3 2023

May 20, 2024

BUY
$240.58 - $288.65 $198,478 - $238,136
825 New
825 $225,000
Q2 2020

Aug 11, 2020

SELL
$104.48 - $137.72 $167,794 - $221,178
-1,606 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$117.97 - $148.5 $179,550 - $226,017
1,522 Added 1811.9%
1,606 $237,000
Q2 2019

Aug 06, 2019

BUY
$119.81 - $143.36 $119 - $143
1 Added 1.2%
84 $11,000
Q4 2018

Jan 24, 2019

BUY
$112.34 - $158.22 $9,324 - $13,132
83 New
83 $10,000

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 $198B
  • 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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.