A detailed history of Wells Trecaso Financial Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 16,065 shares of CAT stock, worth $6.52 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
16,065
Previous 15,882 1.15%
Holding current value
$6.52 Million
Previous $5.29 Million 18.77%
% of portfolio
2.07%
Previous 1.83%

Shares

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

Oct 24, 2024

BUY
$316.8 - $391.12 $57,974 - $71,574
183 Added 1.15%
16,065 $6.28 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $15,109 - $17,827
47 Added 0.3%
15,882 $5.29 Million
Q1 2024

Apr 24, 2024

BUY
$278.63 - $366.43 $209,251 - $275,188
751 Added 4.98%
15,835 $5.8 Million
Q4 2023

Jan 19, 2024

BUY
$226.05 - $298.12 $333,197 - $439,428
1,474 Added 10.83%
15,084 $4.46 Million
Q3 2023

Oct 23, 2023

BUY
$240.58 - $288.65 $146,753 - $176,076
610 Added 4.69%
13,610 $3.72 Million
Q2 2023

Jul 20, 2023

BUY
$205.75 - $247.67 $2.31 Million - $2.78 Million
11,215 Added 628.29%
13,000 $3.2 Million
Q4 2022

Jan 27, 2023

SELL
$171.23 - $243.14 $7,705 - $10,941
-45 Reduced 2.46%
1,785 $0
Q2 2022

Jul 27, 2022

BUY
$178.67 - $235.08 $8,933 - $11,754
50 Added 2.81%
1,830 $327,000
Q1 2022

Apr 14, 2022

BUY
$182.83 - $229.87 $42,965 - $54,019
235 Added 15.21%
1,780 $397,000
Q4 2021

Jan 31, 2022

BUY
$188.94 - $214.25 $51,958 - $58,918
275 Added 21.65%
1,545 $319,000
Q2 2021

Jul 29, 2021

SELL
$208.86 - $244.79 $18,797 - $22,031
-90 Reduced 6.62%
1,270 $276,000
Q1 2021

Apr 19, 2021

BUY
$180.63 - $233.63 $1,806 - $2,336
10 Added 0.74%
1,360 $315,000
Q4 2020

Feb 04, 2021

BUY
$146.71 - $182.21 $198,058 - $245,983
1,350 New
1,350 $246,000
Q3 2020

Oct 26, 2020

SELL
$125.73 - $153.87 $128,873 - $157,716
-1,025 Closed
0 $0
Q2 2020

Jul 21, 2020

BUY
$104.48 - $137.72 $107,092 - $141,163
1,025 New
1,025 $130,000

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 $214B
  • 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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