A detailed history of Tolleson Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 606 shares of CAT stock, worth $236,849. This represents 0.04% of its overall portfolio holdings.

Number of Shares
606
Previous 2,206 72.53%
Holding current value
$236,849
Previous $808,000 75.0%
% of portfolio
0.04%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $514,352 - $606,880
-1,600 Reduced 72.53%
606 $202,000
Q1 2024

May 15, 2024

SELL
$278.63 - $366.43 $54,054 - $71,087
-194 Reduced 8.08%
2,206 $808,000
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $45,210 - $59,624
200 Added 9.09%
2,400 $710,000
Q1 2020

Aug 25, 2020

SELL
$91.85 - $150.53 $2,204 - $3,612
-24 Reduced 1.08%
2,200 $255,000
Q1 2020

May 15, 2020

BUY
$91.85 - $150.53 $20,574 - $33,718
224 Added 11.2%
2,224 $258,000
Q4 2019

Aug 25, 2020

SELL
$117.97 - $148.5 $1,651 - $2,079
-14 Reduced 0.7%
2,000 $295,000
Q4 2019

Feb 14, 2020

BUY
$117.97 - $148.5 $1,651 - $2,079
14 Added 0.7%
2,014 $297,000
Q4 2018

Apr 09, 2019

BUY
$112.34 - $158.22 $224,680 - $316,440
2,000 New
2,000 $254,000

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 $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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