A detailed history of Warren Street Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 588 shares of CAT stock, worth $226,062. This represents 0.1% of its overall portfolio holdings.

Number of Shares
588
Holding current value
$226,062
% of portfolio
0.1%

Shares

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

Oct 18, 2024

BUY
$316.8 - $391.12 $186,278 - $229,978
588 New
588 $229,000
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $2,786 - $3,664
10 Added 0.65%
1,545 $566,000
Q4 2023

Mar 19, 2024

BUY
$226.05 - $298.12 $11,980 - $15,800
53 Added 3.58%
1,535 $453,000
Q3 2023

Oct 18, 2023

BUY
$240.58 - $288.65 $1,684 - $2,020
7 Added 0.47%
1,482 $404,000
Q2 2023

Jul 17, 2023

BUY
$205.75 - $247.67 $19,752 - $23,776
96 Added 6.96%
1,475 $362,000
Q1 2023

Apr 28, 2023

BUY
$215.01 - $264.54 $4,945 - $6,084
23 Added 1.7%
1,379 $315,000
Q4 2022

Feb 01, 2023

BUY
$171.23 - $243.14 $13,698 - $19,451
80 Added 6.27%
1,356 $324,000
Q3 2022

Oct 19, 2022

BUY
$162.44 - $198.25 $16,081 - $19,626
99 Added 8.41%
1,276 $209,000
Q2 2022

Jul 18, 2022

BUY
$178.67 - $235.08 $14,472 - $19,041
81 Added 7.39%
1,177 $210,000
Q1 2022

May 04, 2022

BUY
$182.83 - $229.87 $4,387 - $5,516
24 Added 2.24%
1,096 $244,000
Q4 2021

Feb 07, 2022

BUY
$188.94 - $214.25 $202,543 - $229,676
1,072 New
1,072 $222,000

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 $203B
  • 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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