A detailed history of Tradition Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 1,594 shares of CAT stock, worth $522,449. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,594
Previous 1,559 2.25%
Holding current value
$522,449
Previous $461,000 26.68%
% of portfolio
0.06%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $9,752 - $12,825
35 Added 2.25%
1,594 $584,000
Q4 2023

Feb 12, 2024

SELL
$226.05 - $298.12 $73,014 - $96,292
-323 Reduced 17.16%
1,559 $461,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $80,834 - $96,986
336 Added 21.73%
1,882 $514,000
Q2 2023

Aug 14, 2023

SELL
$205.75 - $247.67 $35,183 - $42,351
-171 Reduced 9.96%
1,546 $380,000
Q1 2023

May 11, 2023

BUY
$215.01 - $264.54 $7,955 - $9,787
37 Added 2.2%
1,717 $393,000
Q4 2022

Feb 03, 2023

BUY
$171.23 - $243.14 $1,369 - $1,945
8 Added 0.48%
1,680 $402,000
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $31,188 - $38,064
192 Added 12.97%
1,672 $274,000
Q2 2022

Aug 02, 2022

BUY
$178.67 - $235.08 $5,002 - $6,582
28 Added 1.93%
1,480 $265,000
Q1 2022

May 11, 2022

SELL
$182.83 - $229.87 $17,368 - $21,837
-95 Reduced 6.14%
1,452 $324,000
Q4 2021

Feb 14, 2022

SELL
$188.94 - $214.25 $36,087 - $40,921
-191 Reduced 10.99%
1,547 $320,000
Q3 2021

Nov 12, 2021

BUY
$189.84 - $221.66 $4,176 - $4,876
22 Added 1.28%
1,738 $334,000
Q2 2021

Aug 09, 2021

BUY
$208.86 - $244.79 $59,525 - $69,765
285 Added 19.92%
1,716 $373,000
Q1 2021

May 14, 2021

BUY
$180.63 - $233.63 $7,405 - $9,578
41 Added 2.95%
1,431 $332,000
Q4 2020

Feb 16, 2021

BUY
$146.71 - $182.21 $203,926 - $253,271
1,390 New
1,390 $253,000

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 $173B
  • 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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