A detailed history of True Private Wealth Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, True Private Wealth Advisors holds 4,320 shares of CAT stock, worth $1.69 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,320
Previous 4,302 0.42%
Holding current value
$1.69 Million
Previous $1.58 Million 8.76%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jul 16, 2024

BUY
$321.47 - $379.3 $5,786 - $6,827
18 Added 0.42%
4,320 $1.44 Million
Q1 2024

Apr 25, 2024

SELL
$278.63 - $366.43 $2,786 - $3,664
-10 Reduced 0.23%
4,302 $1.58 Million
Q4 2023

Jan 30, 2024

SELL
$226.05 - $298.12 $6,781 - $8,943
-30 Reduced 0.69%
4,312 $1.27 Million
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $32,959 - $39,545
137 Added 3.26%
4,342 $1.19 Million
Q2 2023

Aug 11, 2023

SELL
$205.75 - $247.67 $5,349 - $6,439
-26 Reduced 0.61%
4,205 $1.03 Million
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $3,655 - $4,497
-17 Reduced 0.4%
4,231 $968,000
Q4 2022

Feb 14, 2023

SELL
$171.23 - $243.14 $24,657 - $35,012
-144 Reduced 3.28%
4,248 $1.02 Million
Q3 2022

Nov 04, 2022

SELL
$162.44 - $198.25 $36,711 - $44,804
-226 Reduced 4.89%
4,392 $720,000
Q2 2022

Jul 28, 2022

BUY
$178.67 - $235.08 $95,052 - $125,062
532 Added 13.02%
4,618 $825,000
Q1 2022

May 09, 2022

SELL
$182.83 - $229.87 $4,936 - $6,206
-27 Reduced 0.66%
4,086 $909,000
Q4 2021

Feb 11, 2022

SELL
$188.94 - $214.25 $1,889 - $2,142
-10 Reduced 0.24%
4,113 $850,000
Q3 2021

Nov 05, 2021

BUY
$189.84 - $221.66 $23,730 - $27,707
125 Added 3.13%
4,123 $791,000
Q2 2021

Aug 10, 2021

BUY
$208.86 - $244.79 $16,708 - $19,583
80 Added 2.04%
3,998 $870,000
Q1 2021

May 12, 2021

BUY
$180.63 - $233.63 $12,644 - $16,354
70 Added 1.82%
3,918 $908,000
Q4 2020

Jan 11, 2021

SELL
$146.71 - $182.21 $14,524 - $18,038
-99 Reduced 2.51%
3,848 $700,000
Q3 2020

Oct 09, 2020

BUY
$125.73 - $153.87 $125 - $153
1 Added 0.03%
3,947 $588,000
Q2 2020

Jul 07, 2020

SELL
$104.48 - $137.72 $210,840 - $277,918
-2,018 Reduced 33.84%
3,946 $499,000
Q1 2020

Apr 20, 2020

SELL
$91.85 - $150.53 $3,306 - $5,419
-36 Reduced 0.6%
5,964 $692,000
Q4 2019

Jan 27, 2020

BUY
$117.97 - $148.5 $240,658 - $302,940
2,040 Added 51.52%
6,000 $886,000
Q3 2019

Oct 09, 2019

SELL
$113.38 - $139.64 $26,757 - $32,955
-236 Reduced 5.62%
3,960 $500,000
Q2 2019

Aug 01, 2019

BUY
$119.81 - $143.36 $43,610 - $52,183
364 Added 9.5%
4,196 $571,000
Q1 2019

Apr 25, 2019

BUY
$121.51 - $141.41 $113,490 - $132,076
934 Added 32.23%
3,832 $519,000
Q4 2018

Jan 14, 2019

BUY
$112.34 - $158.22 $70,212 - $98,887
625 Added 27.5%
2,898 $368,000
Q3 2018

Oct 18, 2018

SELL
$132.02 - $156.38 $64,425 - $76,313
-488 Reduced 17.67%
2,273 $0
Q2 2018

Jul 13, 2018

BUY
$134.61 - $158.92 $4,980 - $5,880
37 Added 1.36%
2,761 $374,000
Q1 2018

Apr 25, 2018

BUY
$144.29 - $170.89 $67,383 - $79,805
467 Added 20.69%
2,724 $401,000
Q4 2017

Jan 19, 2018

BUY
$124.72 - $158.42 $281,493 - $357,553
2,257
2,257 $355,000

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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