A detailed history of Wmg Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 849 shares of CAT stock, worth $328,868. This represents 0.16% of its overall portfolio holdings.

Number of Shares
849
Previous 875 2.97%
Holding current value
$328,868
Previous $291,000 14.09%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Oct 31, 2024

SELL
$316.8 - $391.12 $8,236 - $10,169
-26 Reduced 2.97%
849 $332,000
Q2 2024

Jul 30, 2024

SELL
$321.47 - $379.3 $65,901 - $77,756
-205 Reduced 18.98%
875 $291,000
Q1 2024

May 07, 2024

BUY
$278.63 - $366.43 $14,210 - $18,687
51 Added 4.96%
1,080 $395,000
Q4 2023

Feb 08, 2024

BUY
$226.05 - $298.12 $232,605 - $306,765
1,029 New
1,029 $304,000
Q3 2022

Oct 18, 2022

SELL
$162.44 - $198.25 $25,665 - $31,323
-158 Reduced 9.43%
1,518 $248,000
Q2 2022

Aug 08, 2022

SELL
$178.67 - $235.08 $10,541 - $13,869
-59 Reduced 3.4%
1,676 $300,000
Q1 2022

Apr 18, 2022

BUY
$182.83 - $229.87 $317,210 - $398,824
1,735 New
1,735 $387,000

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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