9258 Wealth Management, LLC Caterpillar Inc Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,145 shares of CAT stock, worth $1.5 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,145
Previous 3,996 3.73%
Holding current value
$1.5 Million
Previous $1.33 Million 21.79%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Nov 12, 2024
BUY
$316.8 - $391.12 $47,203 - $58,276
149 Added 3.73%
4,145 $1.62 Million
Q2 2024

Aug 02, 2024
SELL
$321.47 - $379.3 $1,928 - $2,275
-6 Reduced 0.15%
3,996 $1.33 Million
Q1 2024

May 03, 2024
BUY
$278.63 - $366.43 $45,416 - $59,728
163 Added 4.25%
4,002 $1.47 Million
Q4 2023

Feb 06, 2024
BUY
$226.05 - $298.12 $12,432 - $16,396
55 Added 1.45%
3,839 $1.14 Million
Q3 2023

Nov 08, 2023
BUY
$240.58 - $288.65 $4,089 - $4,907
17 Added 0.45%
3,784 $1.03 Million
Q1 2023

May 03, 2023
SELL
$215.01 - $264.54 $83,853 - $103,170
-390 Reduced 9.38%
3,767 $862,000
Q4 2022

Feb 03, 2023
BUY
$171.23 - $243.14 $145,031 - $205,939
847 Added 25.59%
4,157 $995,000
Q3 2022

Nov 08, 2022
BUY
$162.44 - $198.25 $57,991 - $70,775
357 Added 12.09%
3,310 $543,000
Q2 2022

Aug 04, 2022
BUY
$178.67 - $235.08 $49,491 - $65,117
277 Added 10.35%
2,953 $528,000
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $45,890 - $57,697
251 Added 10.35%
2,676 $596,000
Q4 2021

Feb 11, 2022
SELL
$188.94 - $214.25 $18,327 - $20,782
-97 Reduced 3.85%
2,425 $501,000
Q3 2021

Nov 12, 2021
SELL
$189.84 - $221.66 $4,176 - $4,876
-22 Reduced 0.86%
2,522 $484,000
Q2 2021

Aug 13, 2021
BUY
$208.86 - $244.79 $1,044 - $1,223
5 Added 0.2%
2,544 $554,000
Q1 2021

May 11, 2021
BUY
$180.63 - $233.63 $3,070 - $3,971
17 Added 0.67%
2,539 $589,000
Q4 2020

Feb 10, 2021
BUY
$146.71 - $182.21 $146 - $182
1 Added 0.04%
2,522 $459,000
Q3 2020

Nov 13, 2020
BUY
$125.73 - $153.87 $20,871 - $25,542
166 Added 7.05%
2,521 $396,000
Q2 2020

Aug 13, 2020
SELL
$104.48 - $137.72 $10,761 - $14,185
-103 Reduced 4.19%
2,355 $298,000
Q1 2020

May 05, 2020
BUY
$91.85 - $150.53 $10,195 - $16,708
111 Added 4.73%
2,458 $283,000
Q4 2019

Feb 06, 2020
BUY
$117.97 - $148.5 $84,584 - $106,474
717 Added 43.99%
2,347 $347,000
Q3 2019

Nov 07, 2019
SELL
$113.38 - $139.64 $29,705 - $36,585
-262 Reduced 13.85%
1,630 $206,000
Q2 2019

Aug 07, 2019
SELL
$119.81 - $143.36 $14,257 - $17,059
-119 Reduced 5.92%
1,892 $258,000
Q1 2019

May 07, 2019
BUY
$121.51 - $141.41 $121 - $141
1 Added 0.05%
2,011 $272,000
Q4 2018

Feb 12, 2019
BUY
$112.34 - $158.22 $225,803 - $318,022
2,010 New
2,010 $255,000

Others Institutions Holding CAT

# of Institutions
3,188
Shares Held
336M
Call Options Held
6.46M
Put Options Held
7.44M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $191B
  • 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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