A detailed history of Walter & Keenan Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 1,810 shares of CAT stock, worth $594,313. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,810
Previous 1,760 2.84%
Holding current value
$594,313
Previous $520,000 27.5%
% of portfolio
0.22%
Previous 0.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $13,931 - $18,321
50 Added 2.84%
1,810 $663,000
Q4 2023

Jan 25, 2024

SELL
$226.05 - $298.12 $9,946 - $13,117
-44 Reduced 2.44%
1,760 $520,000
Q3 2023

Oct 20, 2023

SELL
$240.58 - $288.65 $2,405 - $2,886
-10 Reduced 0.55%
1,804 $492,000
Q3 2022

Oct 21, 2022

SELL
$162.44 - $198.25 $649 - $793
-4 Reduced 0.22%
1,814 $298,000
Q2 2022

Jul 20, 2022

BUY
$178.67 - $235.08 $3,037 - $3,996
17 Added 0.94%
1,818 $325,000
Q3 2021

Oct 18, 2021

BUY
$189.84 - $221.66 $6,074 - $7,093
32 Added 1.81%
1,801 $346,000
Q2 2021

Jul 13, 2021

BUY
$208.86 - $244.79 $208 - $244
1 Added 0.06%
1,769 $385,000
Q1 2021

Apr 30, 2021

SELL
$180.63 - $233.63 $5,960 - $7,709
-33 Reduced 1.83%
1,768 $410,000
Q4 2020

Jan 28, 2021

BUY
$146.71 - $182.21 $4,841 - $6,012
33 Added 1.87%
1,801 $328,000
Q2 2020

Jul 16, 2020

BUY
$104.48 - $137.72 $184,720 - $243,488
1,768 New
1,768 $224,000
Q1 2020

Apr 14, 2020

SELL
$91.85 - $150.53 $174,515 - $286,007
-1,900 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$117.97 - $148.5 $11,797 - $14,850
-100 Reduced 5.0%
1,900 $281,000
Q2 2019

Aug 01, 2019

SELL
$119.81 - $143.36 $4,792 - $5,734
-40 Reduced 1.96%
2,000 $273,000
Q1 2019

May 08, 2019

SELL
$121.51 - $141.41 $6,075 - $7,070
-50 Reduced 2.39%
2,040 $276,000
Q3 2017

Nov 08, 2017

BUY
$112.85 - $125.23 $235,856 - $261,730
2,090
2,090 $261,000

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 $173B
  • 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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