A detailed history of Surevest, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Surevest, LLC holds 200 shares of CAT stock, worth $76,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares
200
Previous 274 27.01%
Holding current value
$76,814
Previous $49,000 32.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2022

SELL
$162.44 - $198.25 $12,020 - $14,670
-74 Reduced 27.01%
200 $33,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $13,221 - $17,395
74 Added 37.0%
274 $49,000
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $3,656 - $4,597
20 Added 11.11%
200 $45,000
Q4 2021

Feb 11, 2022

BUY
$188.94 - $214.25 $34,009 - $38,565
180 New
180 $37,000

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 $203B
  • 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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