A detailed history of Westshore Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Westshore Wealth, LLC holds 1,323 shares of CAT stock, worth $481,426. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,323
Previous 1,346 1.71%
Holding current value
$481,426
Previous $448,000 15.4%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Nov 12, 2024

SELL
$316.8 - $391.12 $7,286 - $8,995
-23 Reduced 1.71%
1,323 $517,000
Q2 2024

Oct 31, 2024

SELL
$321.47 - $379.3 $2,893 - $3,413
-9 Reduced 0.66%
1,346 $448,000
Q1 2024

Oct 31, 2024

SELL
$278.63 - $366.43 $2,229 - $2,931
-8 Reduced 0.59%
1,355 $496,000
Q4 2023

Feb 15, 2024

SELL
$226.05 - $298.12 $1,808 - $2,384
-8 Reduced 0.58%
1,363 $402,000
Q3 2023

Feb 15, 2024

BUY
$240.58 - $288.65 $2,165 - $2,597
9 Added 0.66%
1,371 $374,000
Q2 2023

Sep 05, 2023

SELL
$205.75 - $247.67 $5,555 - $6,687
-27 Reduced 1.94%
1,362 $335,000
Q1 2023

May 12, 2023

BUY
$215.01 - $264.54 $16,985 - $20,898
79 Added 6.03%
1,389 $317,000
Q3 2022

Nov 02, 2022

BUY
$162.44 - $198.25 $28,589 - $34,892
176 Added 15.52%
1,310 $215,000
Q2 2022

Jul 15, 2022

BUY
$178.67 - $235.08 $34,304 - $45,135
192 Added 20.38%
1,134 $203,000
Q1 2022

May 10, 2022

BUY
$182.83 - $229.87 $172,225 - $216,537
942 New
942 $210,000
Q3 2021

Nov 16, 2021

SELL
$189.84 - $221.66 $1.09 Million - $1.27 Million
-5,734 Closed
0 $0
Q2 2021

Aug 19, 2021

BUY
$208.86 - $244.79 $1,670 - $1,958
8 Added 0.14%
5,734 $1.25 Million
Q1 2021

May 14, 2021

BUY
$180.63 - $233.63 $1.03 Million - $1.34 Million
5,726 New
5,726 $1.33 Million

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 $192B
  • 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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