A detailed history of Wny Asset Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wny Asset Management, LLC holds 748 shares of CAT stock, worth $281,098. This represents 0.04% of its overall portfolio holdings.

Number of Shares
748
Previous 1,148 34.84%
Holding current value
$281,098
Previous $382,000 23.56%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$316.8 - $391.12 $126,720 - $156,448
-400 Reduced 34.84%
748 $292,000
Q2 2024

Aug 12, 2024

SELL
$321.47 - $379.3 $642 - $758
-2 Reduced 0.17%
1,148 $382,000
Q1 2024

May 07, 2024

BUY
$278.63 - $366.43 $5,572 - $7,328
20 Added 1.77%
1,150 $421,000
Q4 2023

Feb 21, 2024

SELL
$226.05 - $298.12 $12,658 - $16,694
-56 Reduced 4.72%
1,130 $334,000
Q3 2023

Dec 14, 2023

BUY
$240.58 - $288.65 $15,878 - $19,050
66 Added 5.89%
1,186 $323,000
Q2 2023

Aug 03, 2023

SELL
$205.75 - $247.67 $10,287 - $12,383
-50 Reduced 4.27%
1,120 $275,000
Q1 2023

May 02, 2023

SELL
$215.01 - $264.54 $10,750 - $13,227
-50 Reduced 4.1%
1,170 $267,000
Q4 2022

Jan 25, 2023

BUY
$171.23 - $243.14 $208,900 - $296,630
1,220 New
1,220 $0
Q1 2022

Apr 19, 2022

BUY
$182.83 - $229.87 $3,290 - $4,137
18 Added 1.18%
1,540 $342,000
Q4 2021

Feb 15, 2022

BUY
$188.94 - $214.25 $2,078 - $2,356
11 Added 0.73%
1,522 $315,000
Q3 2021

Nov 09, 2021

BUY
$189.84 - $221.66 $21,072 - $24,604
111 Added 7.93%
1,511 $291,000
Q2 2021

Jul 14, 2021

BUY
$208.86 - $244.79 $28,196 - $33,046
135 Added 10.67%
1,400 $305,000
Q1 2021

Apr 20, 2021

BUY
$180.63 - $233.63 $13,547 - $17,522
75 Added 6.3%
1,265 $294,000
Q4 2020

Feb 16, 2021

BUY
$146.71 - $182.21 $174,584 - $216,829
1,190 New
1,190 $217,000

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 $198B
  • 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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