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 823 shares of CAT stock, worth $271,063. This represents 0.06% of its overall portfolio holdings.

Number of Shares
823
Previous 823 -0.0%
Holding current value
$271,063
Previous $274,000 -0.0%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $174B
  • 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 Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.