A detailed history of Wealth Trust Axiom LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 1,614 shares of CAT stock, worth $658,237. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,614
Previous 1,600 0.88%
Holding current value
$658,237
Previous $532,000 18.61%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Nov 13, 2024

BUY
$316.8 - $391.12 $4,435 - $5,475
14 Added 0.88%
1,614 $631,000
Q2 2024

Aug 13, 2024

SELL
$321.47 - $379.3 $9,965 - $11,758
-31 Reduced 1.9%
1,600 $532,000
Q1 2024

May 10, 2024

BUY
$278.63 - $366.43 $557 - $732
2 Added 0.12%
1,631 $597,000
Q4 2023

Feb 05, 2024

SELL
$226.05 - $298.12 $8,589 - $11,328
-38 Reduced 2.28%
1,629 $481,000
Q3 2023

Nov 02, 2023

SELL
$240.58 - $288.65 $20,449 - $24,535
-85 Reduced 4.85%
1,667 $455,000
Q1 2023

May 02, 2023

BUY
$215.01 - $264.54 $215 - $264
1 Added 0.06%
1,752 $400,000
Q4 2022

Jan 30, 2023

BUY
$171.23 - $243.14 $25,513 - $36,227
149 Added 9.3%
1,751 $419,000
Q3 2022

Nov 02, 2022

BUY
$162.44 - $198.25 $162 - $198
1 Added 0.06%
1,602 $262,000
Q2 2022

Jul 27, 2022

BUY
$178.67 - $235.08 $178 - $235
1 Added 0.06%
1,601 $286,000
Q4 2021

Feb 02, 2022

SELL
$188.94 - $214.25 $13,981 - $15,854
-74 Reduced 4.42%
1,600 $330,000
Q3 2021

Oct 14, 2021

BUY
$189.84 - $221.66 $189 - $221
1 Added 0.06%
1,674 $321,000
Q2 2021

Jul 22, 2021

BUY
$208.86 - $244.79 $104,430 - $122,395
500 Added 42.63%
1,673 $364,000
Q4 2020

Feb 04, 2021

BUY
$146.71 - $182.21 $172,090 - $213,732
1,173 New
1,173 $213,000
Q3 2020

Oct 21, 2020

SELL
$125.73 - $153.87 $235,492 - $288,198
-1,873 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$113.38 - $139.64 $212,360 - $261,545
1,873 New
1,873 $236,000

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 $215B
  • 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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