A detailed history of Wolff Financial Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wolff Financial Management LLC holds 5,065 shares of CAT stock, worth $1.69 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
5,065
Previous 5,113 0.94%
Holding current value
$1.69 Million
Previous $1.51 Million 22.75%
% of portfolio
0.54%
Previous 0.47%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$278.63 - $366.43 $13,374 - $17,588
-48 Reduced 0.94%
5,065 $1.86 Million
Q4 2023

Jan 25, 2024

SELL
$226.05 - $298.12 $3,842 - $5,068
-17 Reduced 0.33%
5,113 $1.51 Million
Q3 2023

Oct 30, 2023

BUY
$240.58 - $288.65 $1.23 Million - $1.48 Million
5,130 New
5,130 $1.4 Million
Q4 2022

Feb 06, 2023

SELL
$171.23 - $243.14 $35,102 - $49,843
-205 Reduced 3.84%
5,130 $1.23 Million
Q3 2022

Oct 31, 2022

SELL
$162.44 - $198.25 $4,548 - $5,551
-28 Reduced 0.52%
5,335 $875,000
Q2 2022

Aug 05, 2022

SELL
$178.67 - $235.08 $8,933 - $11,754
-50 Reduced 0.92%
5,363 $959,000
Q4 2021

Feb 08, 2022

BUY
$188.94 - $214.25 $1.02 Million - $1.16 Million
5,413 New
5,413 $1.12 Million
Q3 2021

Nov 12, 2021

SELL
$189.84 - $221.66 $1.03 Million - $1.2 Million
-5,413 Closed
0 $0
Q3 2020

Oct 23, 2020

SELL
$125.73 - $153.87 $4,777 - $5,847
-38 Reduced 0.7%
5,413 $807,000
Q1 2020

Apr 15, 2020

BUY
$91.85 - $150.53 $13,318 - $21,826
145 Added 2.73%
5,451 $633,000
Q4 2019

Jan 23, 2020

BUY
$117.97 - $148.5 $14,628 - $18,414
124 Added 2.39%
5,306 $784,000
Q2 2019

Jul 24, 2019

SELL
$119.81 - $143.36 $7,548 - $9,031
-63 Reduced 1.2%
5,182 $706,000
Q4 2018

Feb 13, 2019

BUY
$112.34 - $158.22 $589,223 - $829,863
5,245 New
5,245 $666,000

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 $176B
  • 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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