A detailed history of Tci Wealth Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 15,591 shares of CAT stock, worth $5.86 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
15,591
Previous 15,548 0.28%
Holding current value
$5.86 Million
Previous $5.18 Million 17.73%
% of portfolio
0.54%
Previous 0.51%

Shares

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

Oct 24, 2024

BUY
$316.8 - $391.12 $13,622 - $16,818
43 Added 0.28%
15,591 $6.1 Million
Q2 2024

Jul 30, 2024

SELL
$321.47 - $379.3 $523,031 - $617,121
-1,627 Reduced 9.47%
15,548 $5.18 Million
Q1 2024

May 07, 2024

BUY
$278.63 - $366.43 $553,916 - $728,462
1,988 Added 13.09%
17,175 $6.29 Million
Q4 2023

Feb 06, 2024

SELL
$226.05 - $298.12 $37,976 - $50,084
-168 Reduced 1.09%
15,187 $4.49 Million
Q3 2023

Oct 31, 2023

BUY
$240.58 - $288.65 $50,762 - $60,905
211 Added 1.39%
15,355 $4.19 Million
Q2 2023

Aug 04, 2023

BUY
$205.75 - $247.67 $23,867 - $28,729
116 Added 0.77%
15,144 $3.73 Million
Q1 2023

May 03, 2023

BUY
$215.01 - $264.54 $38,486 - $47,352
179 Added 1.21%
15,028 $3.44 Million
Q4 2022

Feb 06, 2023

BUY
$171.23 - $243.14 $19,691 - $27,961
115 Added 0.78%
14,849 $3.56 Million
Q3 2022

Nov 08, 2022

SELL
$162.44 - $198.25 $182,257 - $222,436
-1,122 Reduced 7.08%
14,734 $2.42 Million
Q2 2022

Jul 19, 2022

SELL
$178.67 - $235.08 $18,403 - $24,213
-103 Reduced 0.65%
15,856 $2.83 Million
Q1 2022

Apr 29, 2022

SELL
$182.83 - $229.87 $8,775 - $11,033
-48 Reduced 0.3%
15,959 $3.56 Million
Q4 2021

Jan 24, 2022

SELL
$188.94 - $214.25 $81,244 - $92,127
-430 Reduced 2.62%
16,007 $3.31 Million
Q3 2021

Oct 29, 2021

BUY
$189.84 - $221.66 $106,310 - $124,129
560 Added 3.53%
16,437 $3.16 Million
Q2 2021

Aug 02, 2021

BUY
$208.86 - $244.79 $4,803 - $5,630
23 Added 0.15%
15,877 $3.46 Million
Q1 2021

Apr 29, 2021

BUY
$180.63 - $233.63 $13,727 - $17,755
76 Added 0.48%
15,854 $3.68 Million
Q4 2020

Jan 21, 2021

SELL
$146.71 - $182.21 $4,841 - $6,012
-33 Reduced 0.21%
15,778 $2.87 Million
Q3 2020

Oct 20, 2020

SELL
$125.73 - $153.87 $34,450 - $42,160
-274 Reduced 1.7%
15,811 $2.36 Million
Q2 2020

Jul 20, 2020

SELL
$104.48 - $137.72 $27,373 - $36,082
-262 Reduced 1.6%
16,085 $2.04 Million
Q1 2020

Apr 14, 2020

BUY
$91.85 - $150.53 $5,143 - $8,429
56 Added 0.34%
16,347 $1.9 Million
Q4 2019

Jan 27, 2020

BUY
$117.97 - $148.5 $13,920 - $17,523
118 Added 0.73%
16,291 $2.41 Million
Q3 2019

Oct 17, 2019

BUY
$113.38 - $139.64 $23,356 - $28,765
206 Added 1.29%
16,173 $2.04 Million
Q2 2019

Jul 23, 2019

BUY
$119.81 - $143.36 $479 - $573
4 Added 0.03%
15,967 $2.18 Million
Q1 2019

Apr 11, 2019

SELL
$121.51 - $141.41 $18,226 - $21,211
-150 Reduced 0.93%
15,963 $2.16 Million
Q4 2018

Jan 17, 2019

SELL
$112.34 - $158.22 $53,698 - $75,629
-478 Reduced 2.88%
16,113 $2.05 Million
Q3 2018

Nov 02, 2018

SELL
$132.02 - $156.38 $90,169 - $106,807
-683 Reduced 3.95%
16,591 $2.53 Million
Q2 2018

Jul 27, 2018

SELL
$134.61 - $158.92 $467,231 - $551,611
-3,471 Reduced 16.73%
17,274 $2.34 Million
Q1 2018

Apr 30, 2018

BUY
$144.29 - $170.89 $22,076 - $26,146
153 Added 0.74%
20,745 $3.06 Million
Q4 2017

Feb 01, 2018

BUY
$124.72 - $158.42 $2,619 - $3,326
21 Added 0.1%
20,592 $3.25 Million
Q3 2017

Oct 24, 2017

SELL
$112.85 - $125.23 $79,446 - $88,161
-704 Reduced 3.31%
20,571 $2.57 Million
Q2 2017

Aug 10, 2017

BUY
N/A
21,275
21,275 $2.29 Million

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
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