A detailed history of Winch Advisory Services, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Winch Advisory Services, LLC holds 26 shares of CAT stock, worth $10,603. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26
Previous 25 4.0%
Holding current value
$10,603
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2024

BUY
$316.8 - $391.12 $316 - $391
1 Added 4.0%
26 $10,000
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $5,143 - $6,191
25 New
25 $6,000
Q4 2020

Feb 09, 2021

SELL
$146.71 - $182.21 $146 - $182
-1 Closed
0 $0
Q3 2020

Nov 04, 2020

BUY
$125.73 - $153.87 $125 - $153
1 New
1 $0
Q1 2020

May 13, 2020

SELL
$91.85 - $150.53 $56,763 - $93,027
-618 Closed
0 $0
Q4 2019

Feb 12, 2020

SELL
$117.97 - $148.5 $10,027 - $12,622
-85 Reduced 12.09%
618 $91,000
Q3 2019

Nov 13, 2019

SELL
$113.38 - $139.64 $1,020 - $1,256
-9 Reduced 1.26%
703 $89,000
Q1 2019

May 13, 2019

SELL
$121.51 - $141.41 $4,738 - $5,514
-39 Reduced 5.19%
712 $96,000
Q4 2018

Feb 05, 2019

BUY
$112.34 - $158.22 $52,462 - $73,888
467 Added 164.44%
751 $95,000
Q3 2018

Nov 13, 2018

SELL
$132.02 - $156.38 $61,917 - $73,342
-469 Reduced 62.28%
284 $43,000
Q2 2018

Aug 13, 2018

SELL
$134.61 - $158.92 $9,557 - $11,283
-71 Reduced 8.62%
753 $102,000
Q1 2018

May 11, 2018

BUY
$144.29 - $170.89 $10,677 - $12,645
74 Added 9.87%
824 $121,000
Q4 2017

Feb 13, 2018

BUY
$124.72 - $158.42 $23,946 - $30,416
192 Added 34.41%
750 $118,000
Q3 2017

Nov 13, 2017

BUY
$112.85 - $125.23 $62,970 - $69,878
558
558 $75,000

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 $215B
  • 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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