A detailed history of Vivid Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Vivid Wealth Management, LLC holds 6,432 shares of CAT stock, worth $2.52 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
6,432
Previous 4,370 47.19%
Holding current value
$2.52 Million
Previous $1.6 Billion 33.82%
% of portfolio
1.2%
Previous 1.0%

Shares

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

Jul 25, 2024

BUY
$321.47 - $379.3 $662,871 - $782,116
2,062 Added 47.19%
6,432 $2.14 Billion
Q1 2024

Apr 15, 2024

SELL
$278.63 - $366.43 $38,729 - $50,933
-139 Reduced 3.08%
4,370 $1.6 Billion
Q4 2023

Jan 26, 2024

BUY
$226.05 - $298.12 $1.02 Million - $1.34 Million
4,509 New
4,509 $1.33 Billion

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
Track This Portfolio

Track Vivid Wealth Management, LLC Portfolio

Follow Vivid 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 Vivid Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vivid Wealth Management, LLC with notifications on news.