A detailed history of Vista Wealth Management Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 892 shares of CAT stock, worth $334,482. This represents 0.02% of its overall portfolio holdings.

Number of Shares
892
Previous 786 13.49%
Holding current value
$334,482
Previous $307,000 5.21%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

BUY
$360.37 - $416.88 $38,199 - $44,189
106 Added 13.49%
892 $323,000
Q3 2024

Nov 06, 2024

BUY
$316.8 - $391.12 $28,512 - $35,200
90 Added 12.93%
786 $307,000
Q2 2024

Jul 30, 2024

BUY
$321.47 - $379.3 $223,743 - $263,992
696 New
696 $231,000

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 $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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