A detailed history of Waypoint Wealth Counsel transactions in Caterpillar Inc stock. As of the latest transaction made, Waypoint Wealth Counsel holds 827 shares of CAT stock, worth $322,190. This represents 0.22% of its overall portfolio holdings.

Number of Shares
827
Previous 845 2.13%
Holding current value
$322,190
Previous $281 Million 14.84%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Oct 04, 2024

SELL
$316.8 - $391.12 $5,702 - $7,040
-18 Reduced 2.13%
827 $323 Million
Q2 2024

Jul 19, 2024

BUY
$321.47 - $379.3 $642 - $758
2 Added 0.24%
845 $281 Million
Q1 2024

Apr 12, 2024

BUY
$278.63 - $366.43 $4,179 - $5,496
15 Added 1.81%
843 $309 Million
Q4 2023

Apr 03, 2024

SELL
$226.05 - $298.12 $35,263 - $46,506
-156 Reduced 15.85%
828 $245 Million
Q3 2023

Apr 03, 2024

BUY
$240.58 - $288.65 $1,924 - $2,309
8 Added 0.82%
984 $269 Million
Q2 2023

Apr 02, 2024

SELL
$205.75 - $247.67 $684,941 - $824,493
-3,329 Reduced 77.33%
976 $240 Million
Q1 2023

Apr 04, 2024

BUY
$215.01 - $264.54 $754,255 - $928,006
3,508 Added 423.67%
4,336 $992 Million
Q4 2022

Mar 22, 2024

BUY
$171.23 - $243.14 $737,145 - $1.05 Million
4,305 New
4,305 $1.03 Billion

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 $206B
  • 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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