A detailed history of Total Clarity Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 4,346 shares of CAT stock, worth $1.66 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
4,346
Previous 4,227 2.82%
Holding current value
$1.66 Million
Previous $1.41 Million 20.67%
% of portfolio
0.57%
Previous 0.5%

Shares

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

Oct 21, 2024

BUY
$316.8 - $391.12 $37,699 - $46,543
119 Added 2.82%
4,346 $1.7 Million
Q2 2024

Aug 09, 2024

SELL
$321.47 - $379.3 $80,046 - $94,445
-249 Reduced 5.56%
4,227 $1.41 Million
Q1 2024

Apr 22, 2024

SELL
$278.63 - $366.43 $15,603 - $20,520
-56 Reduced 1.24%
4,476 $1.64 Million
Q4 2023

Jan 23, 2024

SELL
$226.05 - $298.12 $39,106 - $51,574
-173 Reduced 3.68%
4,532 $1.34 Million
Q3 2023

Oct 24, 2023

SELL
$240.58 - $288.65 $195,110 - $234,095
-811 Reduced 14.7%
4,705 $1.28 Million
Q2 2023

Jul 24, 2023

BUY
$205.75 - $247.67 $265,006 - $318,998
1,288 Added 30.46%
5,516 $1.36 Million
Q1 2023

May 04, 2023

BUY
$215.01 - $264.54 $44,507 - $54,759
207 Added 5.15%
4,228 $967,000
Q4 2022

Feb 03, 2023

BUY
$171.23 - $243.14 $15,581 - $22,125
91 Added 2.32%
4,021 $963,000
Q3 2022

Nov 04, 2022

SELL
$162.44 - $198.25 $1,137 - $1,387
-7 Reduced 0.18%
3,930 $645,000
Q2 2022

Jul 29, 2022

SELL
$178.67 - $235.08 $40,736 - $53,598
-228 Reduced 5.47%
3,937 $704,000
Q1 2022

Apr 29, 2022

BUY
$182.83 - $229.87 $192,702 - $242,282
1,054 Added 33.88%
4,165 $928,000
Q4 2021

Feb 03, 2022

BUY
$188.94 - $214.25 $13,603 - $15,426
72 Added 2.37%
3,111 $643,000
Q3 2021

Oct 21, 2021

SELL
$189.84 - $221.66 $8,163 - $9,531
-43 Reduced 1.4%
3,039 $583,000
Q2 2021

Jul 26, 2021

BUY
$208.86 - $244.79 $78,949 - $92,530
378 Added 13.98%
3,082 $671,000
Q1 2021

May 05, 2021

BUY
$180.63 - $233.63 $18,063 - $23,363
100 Added 3.84%
2,704 $627,000
Q4 2020

Jan 20, 2021

BUY
$146.71 - $182.21 $382,032 - $474,474
2,604 New
2,604 $474,000
Q1 2020

Apr 24, 2020

SELL
$91.85 - $150.53 $22,595 - $37,030
-246 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$117.97 - $148.5 $29,020 - $36,531
246 New
246 $36,000

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 $201B
  • 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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