A detailed history of Wescott Financial Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 827 shares of CAT stock, worth $317,948. This represents 0.04% of its overall portfolio holdings.

Number of Shares
827
Previous 809 2.22%
Holding current value
$317,948
Previous $269,000 20.07%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $5,702 - $7,040
18 Added 2.22%
827 $323,000
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $2,893 - $3,413
9 Added 1.13%
809 $269,000
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $35,943 - $47,269
-129 Reduced 13.89%
800 $293,000
Q3 2023

Nov 09, 2023

SELL
$240.58 - $288.65 $12,029 - $14,432
-50 Reduced 5.11%
929 $253,000
Q2 2023

Aug 11, 2023

BUY
$205.75 - $247.67 $6,995 - $8,420
34 Added 3.6%
979 $240,000
Q1 2023

May 10, 2023

BUY
$215.01 - $264.54 $203,184 - $249,990
945 New
945 $216,000

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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