A detailed history of Talisman Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 638 shares of CAT stock, worth $244,590. This represents 0.25% of its overall portfolio holdings.

Number of Shares
638
Previous 577 10.57%
Holding current value
$244,590
Previous $211,000 0.47%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Aug 14, 2024

BUY
$321.47 - $379.3 $19,609 - $23,137
61 Added 10.57%
638 $212,000
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $160,769 - $211,430
577 New
577 $211,000

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 $202B
  • 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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