A detailed history of Cyndeo Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,159 shares of CAT stock, worth $1.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,159
Previous 4,838 6.63%
Holding current value
$1.9 Million
Previous $1.61 Million 25.2%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 18, 2024

BUY
$316.8 - $391.12 $101,692 - $125,549
321 Added 6.63%
5,159 $2.02 Million
Q2 2024

Jul 30, 2024

BUY
$321.47 - $379.3 $336,579 - $397,127
1,047 Added 27.62%
4,838 $1.61 Million
Q1 2024

Apr 16, 2024

BUY
$278.63 - $366.43 $157,704 - $207,399
566 Added 17.55%
3,791 $1.39 Million
Q4 2023

Jan 12, 2024

BUY
$226.05 - $298.12 $10,398 - $13,713
46 Added 1.45%
3,225 $953,000
Q3 2023

Oct 10, 2023

BUY
$240.58 - $288.65 $74,339 - $89,192
309 Added 10.77%
3,179 $867,000
Q2 2023

Jul 27, 2023

BUY
$205.75 - $247.67 $2,057 - $2,476
10 Added 0.35%
2,870 $706,000
Q1 2023

Apr 21, 2023

SELL
$215.01 - $264.54 $1,935 - $2,380
-9 Reduced 0.31%
2,860 $654,000
Q4 2022

Jan 25, 2023

BUY
$171.23 - $243.14 $491,258 - $697,568
2,869 New
2,869 $0

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 $194B
  • 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 Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.