A detailed history of True Wealth Design, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 899 shares of CAT stock, worth $294,656. This represents 0.08% of its overall portfolio holdings.

Number of Shares
899
Previous 253 255.34%
Holding current value
$294,656
Previous $74.7 Million 340.71%
% of portfolio
0.08%
Previous 0.02%

Shares

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

May 14, 2024

BUY
$278.63 - $366.43 $179,994 - $236,713
646 Added 255.34%
899 $329 Million
Q4 2022

Feb 15, 2023

BUY
$171.23 - $243.14 $43,321 - $61,514
253 New
253 $60.5 Million

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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