Visionary Wealth Advisors Caterpillar Inc Transaction History

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Visionary Wealth Advisors holds 2,694 shares of CAT stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,694
Previous 2,990 9.9%
Holding current value
$1.01 Million
Previous $995,000 5.83%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024
SELL
$316.8 - $391.12 $93,772 - $115,771
-296 Reduced 9.9%
2,694 $1.05 Million
Q2 2024

Aug 13, 2024
SELL
$321.47 - $379.3 $28,610 - $33,757
-89 Reduced 2.89%
2,990 $995,000
Q1 2024

May 15, 2024
SELL
$278.63 - $366.43 $60,184 - $79,148
-216 Reduced 6.56%
3,079 $1.13 Million
Q4 2023

Feb 14, 2024
BUY
$226.05 - $298.12 $22,831 - $30,110
101 Added 3.16%
3,295 $974,000
Q3 2023

Nov 13, 2023
SELL
$240.58 - $288.65 $16,359 - $19,628
-68 Reduced 2.08%
3,194 $871,000
Q2 2023

Aug 11, 2023
SELL
$205.75 - $247.67 $108,841 - $131,017
-529 Reduced 13.95%
3,262 $802,000
Q1 2023

May 15, 2023
SELL
$215.01 - $264.54 $25,156 - $30,951
-117 Reduced 2.99%
3,791 $867,000
Q4 2022

Feb 13, 2023
BUY
$171.23 - $243.14 $146,744 - $208,370
857 Added 28.09%
3,908 $936,000
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $36,386 - $44,408
-224 Reduced 6.84%
3,051 $501,000
Q2 2022

Aug 12, 2022
SELL
$178.67 - $235.08 $140,613 - $185,007
-787 Reduced 19.37%
3,275 $585,000
Q1 2022

May 12, 2022
BUY
$182.83 - $229.87 $40,405 - $50,801
221 Added 5.75%
4,062 $905,000
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $5,101 - $5,784
27 Added 0.71%
3,841 $794,000
Q3 2021

Nov 12, 2021
BUY
$189.84 - $221.66 $66,633 - $77,802
351 Added 10.14%
3,814 $732,000
Q2 2021

Aug 13, 2021
SELL
$208.86 - $244.79 $125,733 - $147,363
-602 Reduced 14.81%
3,463 $754,000
Q1 2021

May 18, 2021
SELL
$180.63 - $233.63 $13,908 - $17,989
-77 Reduced 1.86%
4,065 $942,000
Q4 2020

Feb 16, 2021
SELL
$146.71 - $182.21 $148,763 - $184,760
-1,014 Reduced 19.67%
4,142 $754,000
Q3 2020

Nov 16, 2020
BUY
$125.73 - $153.87 $77,072 - $94,322
613 Added 13.49%
5,156 $769,000
Q2 2020

Aug 14, 2020
BUY
$104.48 - $137.72 $417 - $550
4 Added 0.09%
4,543 $575,000
Q1 2020

May 15, 2020
SELL
$91.85 - $150.53 $6,521 - $10,687
-71 Reduced 1.54%
4,539 $527,000
Q4 2019

Feb 14, 2020
BUY
$117.97 - $148.5 $543,841 - $684,585
4,610 New
4,610 $681,000

Others Institutions Holding CAT

# of Institutions
3,127
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $198B
  • 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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