A detailed history of Golden State Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 3,326 shares of CAT stock, worth $1.22 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,326
Previous 4,154 19.93%
Holding current value
$1.22 Million
Previous $926,000 130215.01%
% of portfolio
0.18%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

SELL
$360.37 - $416.88 $298,386 - $345,176
-828 Reduced 19.93%
3,326 $1.21 Billion
Q1 2022

May 19, 2022

BUY
$182.83 - $229.87 $394,547 - $496,059
2,158 Added 108.12%
4,154 $926,000
Q1 2022

May 16, 2022

SELL
$182.83 - $229.87 $318,672 - $400,663
-1,743 Reduced 46.62%
1,996 $462,000
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $100,138 - $113,552
530 Added 16.52%
3,739 $773,000
Q3 2021

Nov 15, 2021

SELL
$189.84 - $221.66 $5,125 - $5,984
-27 Reduced 0.83%
3,209 $616,000
Q2 2021

Aug 12, 2021

BUY
$208.86 - $244.79 $258,986 - $303,539
1,240 Added 62.12%
3,236 $704,000
Q1 2021

May 14, 2021

SELL
$180.63 - $233.63 $56,356 - $72,892
-312 Reduced 13.52%
1,996 $462,000
Q4 2020

Jan 28, 2021

BUY
$146.71 - $182.21 $31,249 - $38,810
213 Added 10.17%
2,308 $420,000
Q3 2020

Nov 12, 2020

SELL
$125.73 - $153.87 $880 - $1,077
-7 Reduced 0.33%
2,095 $312,000
Q2 2020

Aug 13, 2020

BUY
$104.48 - $137.72 $219,616 - $289,487
2,102 New
2,102 $266,000
Q2 2020

Aug 11, 2020

SELL
$104.48 - $137.72 $205,198 - $270,482
-1,964 Closed
0 $0
Q1 2020

Apr 17, 2020

SELL
$91.85 - $150.53 $9,736 - $15,956
-106 Reduced 5.12%
1,964 $228,000
Q4 2019

Feb 13, 2020

BUY
$117.97 - $148.5 $244,197 - $307,395
2,070 New
2,070 $305,000

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 $193B
  • 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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.