Sugarloaf Wealth Management, LLC Caterpillar Inc Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 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 1,024 shares of CAT stock, worth $398,940. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,024
Previous 1,024 -0.0%
Holding current value
$398,940
Previous $341,000 17.3%
% of portfolio
0.08%
Previous 0.07%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,121
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 $206B
  • 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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