A detailed history of York Bridge Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 1,341 shares of CAT stock, worth $543,976. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,341
Previous 1,341 -0.0%
Holding current value
$543,976
Previous $220,000 45.91%
% of portfolio
0.08%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022

SELL
$178.67 - $235.08 $5,360 - $7,052
-30 Reduced 2.19%
1,341 $240,000
Q1 2022

Apr 15, 2022

BUY
$182.83 - $229.87 $2,925 - $3,677
16 Added 1.18%
1,371 $305,000
Q3 2021

Oct 22, 2021

BUY
$189.84 - $221.66 $23,919 - $27,929
126 Added 10.25%
1,355 $260,000
Q1 2021

Apr 15, 2021

SELL
$180.63 - $233.63 $5,960 - $7,709
-33 Reduced 2.61%
1,229 $285,000
Q4 2020

Jan 19, 2021

BUY
$146.71 - $182.21 $185,148 - $229,949
1,262 New
1,262 $230,000
Q1 2020

Apr 16, 2020

SELL
$91.85 - $150.53 $142,826 - $234,074
-1,555 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$117.97 - $148.5 $183,443 - $230,917
1,555 New
1,555 $230,000
Q3 2019

Oct 21, 2019

SELL
$113.38 - $139.64 $211,453 - $260,428
-1,865 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$121.51 - $141.41 $10,692 - $12,444
88 Added 4.95%
1,865 $253,000
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $14,828 - $20,885
132 Added 8.02%
1,777 $226,000
Q3 2018

Nov 14, 2018

SELL
$132.02 - $156.38 $128,059 - $151,688
-970 Reduced 37.09%
1,645 $251,000
Q2 2018

Aug 10, 2018

BUY
$134.61 - $158.92 $6,461 - $7,628
48 Added 1.87%
2,615 $355,000
Q1 2018

May 15, 2018

BUY
$144.29 - $170.89 $38,092 - $45,114
264 Added 11.46%
2,567 $385,000
Q4 2017

Feb 12, 2018

BUY
$124.72 - $158.42 $39,411 - $50,060
316 Added 15.9%
2,303 $348,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,987
1,987 $213,000

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 $214B
  • 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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