A detailed history of Baron Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Baron Wealth Management LLC holds 1,121 shares of CAT stock, worth $411,541. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,121
Previous 1,102 1.72%
Holding current value
$411,541
Previous $367 Million 19.44%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Nov 07, 2024

BUY
$316.8 - $391.12 $6,019 - $7,431
19 Added 1.72%
1,121 $438 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $2,250 - $2,655
7 Added 0.64%
1,102 $367 Million
Q4 2023

Jan 04, 2024

BUY
$226.05 - $298.12 $21,474 - $28,321
95 Added 9.5%
1,095 $324 Million
Q4 2022

Apr 04, 2023

BUY
$171.23 - $243.14 $171,230 - $243,140
1,000 New
1,000 $239,000

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 $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 Baron Wealth Management LLC Portfolio

Follow Baron 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 Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.