A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 2,098 shares of CAT stock, worth $805,778. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,098
Previous 2,092 0.29%
Holding current value
$805,778
Previous $571,000 8.58%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024

BUY
$226.05 - $298.12 $1,356 - $1,788
6 Added 0.29%
2,098 $620,000
Q3 2023

Oct 26, 2023

BUY
$240.58 - $288.65 $7,217 - $8,659
30 Added 1.45%
2,092 $571,000
Q4 2022

Jan 27, 2023

SELL
$171.23 - $243.14 $1,369 - $1,945
-8 Reduced 0.39%
2,062 $493,000
Q1 2022

Apr 13, 2022

BUY
$182.83 - $229.87 $1,462 - $1,838
8 Added 0.39%
2,070 $461,000
Q4 2021

Jan 19, 2022

BUY
$188.94 - $214.25 $11,714 - $13,283
62 Added 3.1%
2,062 $426,000
Q4 2018

Feb 12, 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 $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
Track This Portfolio

Track Traverso Chambers Private Wealth Management, LLC Portfolio

Follow Traverso Chambers Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.