A detailed history of Zrc Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 102 shares of CAT stock, worth $39,738. This represents 0.02% of its overall portfolio holdings.

Number of Shares
102
Previous 102 -0.0%
Holding current value
$39,738
Previous $33.8 Million 17.42%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

SELL
$321.47 - $379.3 $9,644 - $11,379
-30 Reduced 22.73%
102 $33.8 Million
Q1 2024

Apr 19, 2024

SELL
$278.63 - $366.43 $105,879 - $139,243
-380 Reduced 74.22%
132 $48.2 Million
Q4 2023

Jan 16, 2024

BUY
$226.05 - $298.12 $92,680 - $122,229
410 Added 401.96%
512 $140 Million
Q2 2023

Jul 06, 2023

BUY
$205.75 - $247.67 $205 - $247
1 Added 0.99%
102 $25 Million
Q1 2023

May 04, 2023

BUY
$215.01 - $264.54 $21,716 - $26,718
101 New
101 $23.1 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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