A detailed history of Wealth Alliance Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 4,231 shares of CAT stock, worth $1.55 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,231
Previous 3,935 7.52%
Holding current value
$1.55 Million
Previous $1.31 Million 26.26%
% of portfolio
0.38%
Previous 0.32%

Shares

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

Oct 18, 2024

BUY
$316.8 - $391.12 $93,772 - $115,771
296 Added 7.52%
4,231 $1.65 Million
Q2 2024

Jul 30, 2024

BUY
$321.47 - $379.3 $393,157 - $463,883
1,223 Added 45.1%
3,935 $1.31 Million
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $564,783 - $742,753
2,027 Added 295.91%
2,712 $993,000
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $154,844 - $204,212
685 New
685 $202,000
Q4 2018

Jan 28, 2019

SELL
$112.34 - $158.22 $286,916 - $404,093
-2,554 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
$132.02 - $156.38 $6,601 - $7,819
50 Added 2.0%
2,554 $389,000
Q2 2018

Jul 20, 2018

BUY
$134.61 - $158.92 $74,035 - $87,406
550 Added 28.15%
2,504 $340,000
Q1 2018

Jun 01, 2018

BUY
$144.29 - $170.89 $281,942 - $333,919
1,954 New
1,954 $288,000

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 $193B
  • 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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