A detailed history of Winthrop Advisory Group LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 2,019 shares of CAT stock, worth $766,472. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,019
Previous 2,014 0.25%
Holding current value
$766,472
Previous $670,000 17.76%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 31, 2024

BUY
$316.8 - $391.12 $1,584 - $1,955
5 Added 0.25%
2,019 $789,000
Q2 2024

Jul 18, 2024

SELL
$321.47 - $379.3 $5,786 - $6,827
-18 Reduced 0.89%
2,014 $670,000
Q1 2024

Apr 17, 2024

SELL
$278.63 - $366.43 $13,652 - $17,955
-49 Reduced 2.35%
2,032 $744,000
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $46,340 - $61,114
205 Added 10.93%
2,081 $615,000
Q3 2023

Nov 03, 2023

SELL
$240.58 - $288.65 $29,110 - $34,926
-121 Reduced 6.06%
1,876 $512,000
Q2 2023

Aug 02, 2023

BUY
$205.75 - $247.67 $19,957 - $24,023
97 Added 5.11%
1,997 $491,000
Q1 2023

Apr 17, 2023

SELL
$215.01 - $264.54 $12,900 - $15,872
-60 Reduced 3.06%
1,900 $434,000
Q4 2022

Aug 03, 2023

SELL
$171.23 - $243.14 $6,335 - $8,996
-37 Reduced 1.85%
1,960 $469,000
Q4 2022

Jan 18, 2023

BUY
$171.23 - $243.14 $9,075 - $12,886
53 Added 2.78%
1,960 $470,000
Q3 2022

Nov 04, 2022

BUY
$162.44 - $198.25 $324 - $396
2 Added 0.1%
1,907 $313,000
Q2 2022

Jul 21, 2022

BUY
$178.67 - $235.08 $156,693 - $206,165
877 Added 85.31%
1,905 $340,000
Q1 2022

Apr 13, 2022

SELL
$182.83 - $229.87 $2,193 - $2,758
-12 Reduced 1.15%
1,028 $229,000
Q4 2021

Jan 12, 2022

BUY
$188.94 - $214.25 $196,497 - $222,820
1,040 New
1,040 $215,000
Q3 2021

Oct 14, 2021

SELL
$189.84 - $221.66 $196,674 - $229,639
-1,036 Closed
0 $0
Q2 2021

Jul 14, 2021

BUY
$208.86 - $244.79 $10,651 - $12,484
51 Added 5.18%
1,036 $226,000
Q1 2021

Apr 23, 2021

SELL
$180.63 - $233.63 $35,945 - $46,492
-199 Reduced 16.81%
985 $228,000
Q4 2020

Jan 25, 2021

BUY
$146.71 - $182.21 $173,704 - $215,736
1,184 New
1,184 $215,000

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 $200B
  • 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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