A detailed history of W Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, W Advisors, LLC holds 2,091 shares of CAT stock, worth $831,151. This represents 0.51% of its overall portfolio holdings.

Number of Shares
2,091
Previous 2,057 1.65%
Holding current value
$831,151
Previous $685,000 19.27%
% of portfolio
0.51%
Previous 0.45%

Shares

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

Oct 28, 2024

BUY
$316.8 - $391.12 $10,771 - $13,298
34 Added 1.65%
2,091 $817,000
Q2 2024

Aug 06, 2024

SELL
$321.47 - $379.3 $92,261 - $108,859
-287 Reduced 12.24%
2,057 $685,000
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $10,624 - $14,011
47 Added 2.05%
2,344 $693,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $12,750 - $15,298
53 Added 2.36%
2,297 $627,000
Q2 2023

Aug 03, 2023

SELL
$205.75 - $247.67 $7,818 - $9,411
-38 Reduced 1.67%
2,244 $552,000
Q4 2022

Feb 06, 2023

SELL
$171.23 - $243.14 $45,547 - $64,675
-266 Reduced 10.44%
2,282 $546,000
Q3 2022

Oct 24, 2022

SELL
$162.44 - $198.25 $487 - $594
-3 Reduced 0.12%
2,548 $419,000
Q2 2022

Aug 26, 2022

BUY
$178.67 - $235.08 $2,501 - $3,291
14 Added 0.55%
2,551 $456,000
Q1 2022

Aug 26, 2022

BUY
$182.83 - $229.87 $37,114 - $46,663
203 Added 8.7%
2,537 $566,000
Q4 2021

Aug 15, 2022

BUY
$188.94 - $214.25 $440,985 - $500,059
2,334 New
2,334 $482,000

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 $210B
  • 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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