A detailed history of Worth Financial Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 2,321 shares of CAT stock, worth $904,238. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,321
Previous 2,285 1.58%
Holding current value
$904,238
Previous $761 Million 19.28%
% of portfolio
0.53%
Previous 0.5%

Shares

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

Oct 24, 2024

BUY
$316.8 - $391.12 $11,404 - $14,080
36 Added 1.58%
2,321 $908 Million
Q2 2024

Jul 26, 2024

SELL
$321.47 - $379.3 $31,504 - $37,171
-98 Reduced 4.11%
2,285 $761 Million
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $7,801 - $10,260
28 Added 1.19%
2,383 $873 Million
Q4 2023

Jan 19, 2024

SELL
$226.05 - $298.12 $28,256 - $37,265
-125 Reduced 5.04%
2,355 $696 Million
Q3 2023

Oct 13, 2023

SELL
$240.58 - $288.65 $31,515 - $37,813
-131 Reduced 5.02%
2,480 $677 Million
Q2 2023

Jul 28, 2023

SELL
$205.75 - $247.67 $215,214 - $259,062
-1,046 Reduced 28.6%
2,611 $643 Million
Q1 2023

Apr 19, 2023

SELL
$215.01 - $264.54 $36,551 - $44,971
-170 Reduced 4.44%
3,657 $837 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $655,297 - $930,496
3,827 New
3,827 $917 Million

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 $206B
  • 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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