A detailed history of Heritage Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,643 shares of CAT stock, worth $629,876. This represents 0.76% of its overall portfolio holdings.

Number of Shares
1,643
Previous 1,922 14.52%
Holding current value
$629,876
Previous $640 Million 0.37%
% of portfolio
0.76%
Previous 0.93%

Shares

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

Oct 08, 2024

SELL
$316.8 - $391.12 $88,387 - $109,122
-279 Reduced 14.52%
1,643 $643 Million
Q2 2024

Jul 05, 2024

BUY
$321.47 - $379.3 $617,865 - $729,014
1,922 New
1,922 $640 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 $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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