Sugarloaf Wealth Management, LLC Caterpillar Inc Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,025 shares of CAT stock, worth $416,560. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,025

Previous 1,024 0.1%

Holding current value

$416,560

Previous $400,000 7.25%

% of portfolio

0.08%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$360.37 - $416.88 $360 - $416	1 Added 0.1%	1,025 $371,000
Q2 2024 Jul 08, 2024	SELL	$321.47 - $379.3 $129,873 - $153,237	-404 Reduced 28.29%	1,024 $341,000
Q1 2024 Apr 23, 2024	BUY	$278.63 - $366.43 $278 - $366	1 Added 0.07%	1,428 $523,000
Q3 2023 Nov 13, 2023	BUY	$240.58 - $288.65 $240 - $288	1 Added 0.07%	1,427 $389,000
Q2 2023 Jul 13, 2023	SELL	$205.75 - $247.67 $24,072 - $28,977	-117 Reduced 7.58%	1,426 $350,000
Q1 2023 Apr 26, 2023	SELL	$215.01 - $264.54 $3,440 - $4,232	-16 Reduced 1.03%	1,543 $353,000
Q4 2022 Feb 03, 2023	SELL	$171.23 - $243.14 $18,321 - $26,015	-107 Reduced 6.42%	1,559 $373,000
Q3 2022 Oct 11, 2022	BUY	$162.44 - $198.25 $20,305 - $24,781	125 Added 8.11%	1,666 $274,000
Q2 2022 Jul 12, 2022	BUY	$178.67 - $235.08 $357 - $470	2 Added 0.13%	1,541 $275,000
Q1 2022 Apr 25, 2022	BUY	$182.83 - $229.87 $2,193 - $2,758	12 Added 0.79%	1,539 $343,000
Q4 2021 Jan 20, 2022	BUY	$188.94 - $214.25 $188 - $214	1 Added 0.07%	1,527 $316,000
Q3 2021 Oct 20, 2021	BUY	$189.84 - $221.66 $189 - $221	1 Added 0.07%	1,526 $293,000
Q2 2021 Jul 20, 2021	BUY	$208.86 - $244.79 $417 - $489	2 Added 0.13%	1,525 $332,000
Q1 2021 Apr 19, 2021	BUY	$180.63 - $233.63 $180 - $233	1 Added 0.07%	1,523 $353,000
Q4 2020 Feb 03, 2021	BUY	$146.71 - $182.21 $146 - $182	1 Added 0.07%	1,522 $277,000
Q3 2020 Nov 03, 2020	BUY	$125.73 - $153.87 $125 - $153	1 Added 0.07%	1,521 $227,000
Q2 2020 Jul 21, 2020	BUY	$104.48 - $137.72 $208 - $275	2 Added 0.13%	1,520 $192,000
Q1 2020 Apr 15, 2020	SELL	$91.85 - $150.53 $423,152 - $693,491	-4,607 Reduced 75.22%	1,518 $176,000
Q4 2019 Jan 29, 2020	BUY	$117.97 - $148.5 $722,566 - $909,562	6,125 New	6,125 $905,000

Others Institutions Holding CAT

# of Institutions

3,128

Shares Held

333M

Call Options Held

6.57M

Put Options Held

7.61M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $215B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Account

Sugarloaf Wealth Management, LLC Caterpillar Inc Transaction History