A detailed history of Widmann Financial Services, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 4,451 shares of CAT stock, worth $1.77 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
4,451
Previous 4,502 1.13%
Holding current value
$1.77 Million
Previous $1.65 Million 10.13%
% of portfolio
1.21%
Previous 1.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $16,394 - $19,344
-51 Reduced 1.13%
4,451 $1.48 Million
Q1 2024

May 14, 2024

SELL
$278.63 - $366.43 $39,008 - $51,300
-140 Reduced 3.02%
4,502 $1.65 Million
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $7,685 - $10,136
-34 Reduced 0.73%
4,642 $1.37 Million
Q3 2023

Nov 06, 2023

SELL
$240.58 - $288.65 $4,811 - $5,773
-20 Reduced 0.43%
4,676 $1.28 Million
Q2 2023

Aug 04, 2023

SELL
$205.75 - $247.67 $8,230 - $9,906
-40 Reduced 0.84%
4,696 $1.16 Million
Q1 2023

May 09, 2023

SELL
$215.01 - $264.54 $10,535 - $12,962
-49 Reduced 1.02%
4,736 $1.08 Million
Q4 2022

Feb 06, 2023

BUY
$171.23 - $243.14 $33,561 - $47,655
196 Added 4.27%
4,785 $1.15 Million
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $12,995 - $15,860
80 Added 1.77%
4,589 $752,000
Q2 2022

Aug 01, 2022

BUY
$178.67 - $235.08 $10,898 - $14,339
61 Added 1.37%
4,509 $806,000
Q1 2022

May 04, 2022

BUY
$182.83 - $229.87 $38,577 - $48,502
211 Added 4.98%
4,448 $991,000
Q4 2021

Jan 28, 2022

BUY
$188.94 - $214.25 $800,538 - $907,777
4,237 New
4,237 $876,000

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 $210B
  • 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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