A detailed history of White Lighthouse Investment Management Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 2,571 shares of CAT stock, worth $992,457. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,571
Previous 2,571 -0.0%
Holding current value
$992,457
Previous $856,000 17.41%
% of portfolio
0.18%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023

SELL
$205.75 - $247.67 $308,625 - $371,505
-1,500 Reduced 36.85%
2,571 $632,000
Q1 2023

Apr 20, 2023

BUY
$215.01 - $264.54 $107,505 - $132,270
500 Added 14.0%
4,071 $931,000
Q2 2022

Jul 20, 2022

SELL
$178.67 - $235.08 $536 - $705
-3 Reduced 0.08%
3,571 $638,000
Q4 2021

Jan 12, 2022

BUY
$188.94 - $214.25 $566 - $642
3 Added 0.08%
3,574 $739,000
Q2 2021

Jul 26, 2021

SELL
$208.86 - $244.79 $6,056 - $7,098
-29 Reduced 0.81%
3,571 $777,000
Q1 2021

May 07, 2021

SELL
$180.63 - $233.63 $18,063 - $23,363
-100 Reduced 2.7%
3,600 $835,000
Q1 2018

Apr 12, 2018

SELL
$144.29 - $170.89 $144,290 - $170,890
-1,000 Reduced 21.28%
3,700 $545,000
Q4 2017

Jan 10, 2018

BUY
$124.72 - $158.42 $586,184 - $744,573
4,700
4,700 $741,000

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 $204B
  • 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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