A detailed history of Wallace Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 906 shares of CAT stock, worth $360,125. This represents 0.22% of its overall portfolio holdings.

Number of Shares
906
Previous 932 2.79%
Holding current value
$360,125
Previous $310 Million 2.79%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Oct 04, 2024

SELL
$316.8 - $391.12 $8,236 - $10,169
-26 Reduced 2.79%
906 $302 Million
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $642 - $758
-2 Reduced 0.21%
932 $310 Million
Q1 2024

Apr 12, 2024

SELL
$278.63 - $366.43 $33,435 - $43,971
-120 Reduced 11.39%
934 $276 Million
Q4 2023

Jan 08, 2024

SELL
$226.05 - $298.12 $22,152 - $29,215
-98 Reduced 8.51%
1,054 $288 Million
Q3 2023

Oct 05, 2023

SELL
$240.58 - $288.65 $6,014 - $7,216
-25 Reduced 2.12%
1,152 $283 Million
Q1 2023

May 10, 2023

SELL
$215.01 - $264.54 $3,440 - $4,232
-16 Reduced 1.34%
1,177 $269 Million
Q4 2022

Feb 21, 2023

BUY
$171.23 - $243.14 $204,277 - $290,066
1,193 New
1,193 $286 Million

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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