A detailed history of Walkner Condon Financial Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 976 shares of CAT stock, worth $398,042. This represents 0.08% of its overall portfolio holdings.

Number of Shares
976
Previous 823 18.59%
Holding current value
$398,042
Previous $274,000 39.05%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 31, 2024

BUY
$316.8 - $391.12 $48,470 - $59,841
153 Added 18.59%
976 $381,000
Q2 2024

Jul 26, 2024

SELL
$321.47 - $379.3 $23,788 - $28,068
-74 Reduced 8.25%
823 $274,000
Q1 2024

Apr 22, 2024

SELL
$278.63 - $366.43 $1,393 - $1,832
-5 Reduced 0.55%
897 $328,000
Q4 2023

Jan 23, 2024

BUY
$226.05 - $298.12 $31,420 - $41,438
139 Added 18.22%
902 $266,000
Q3 2023

Oct 19, 2023

BUY
$240.58 - $288.65 $183,562 - $220,239
763 New
763 $208,000

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 $215B
  • 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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