A detailed history of Abound Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Abound Wealth Management holds 212 shares of CAT stock, worth $77,350. This represents 0.03% of its overall portfolio holdings.

Number of Shares
212
Previous 157 35.03%
Holding current value
$77,350
Previous $52.5 Million 57.92%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 04, 2024

BUY
$316.8 - $391.12 $17,424 - $21,511
55 Added 35.03%
212 $82.8 Million
Q2 2024

Aug 09, 2024

SELL
$321.47 - $379.3 $2,571 - $3,034
-8 Reduced 4.85%
157 $52.5 Million
Q1 2024

Aug 08, 2024

BUY
$278.63 - $366.43 $3,622 - $4,763
13 Added 8.55%
165 $60.3 Million
Q4 2023

Aug 08, 2024

BUY
$226.05 - $298.12 $226 - $298
1 Added 0.66%
152 $44.8 Million
Q3 2023

Aug 08, 2024

SELL
$240.58 - $288.65 $4,089 - $4,907
-17 Reduced 10.12%
151 $41.4 Million
Q2 2023

Aug 08, 2024

BUY
$205.75 - $247.67 $4,938 - $5,944
24 Added 16.67%
168 $41.4 Million
Q1 2023

Aug 07, 2024

BUY
$215.01 - $264.54 $30,961 - $38,093
144 New
144 $33 Million
Q4 2022

Aug 07, 2024

BUY
$171.23 - $243.14 $5,308 - $7,537
31 Added 103.33%
61 $14.6 Million
Q3 2022

Aug 07, 2024

SELL
$162.44 - $198.25 $18,518 - $22,600
-114 Reduced 79.17%
30 $4.94 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 $193B
  • 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 Abound Wealth Management Portfolio

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

News

Stay updated on Abound Wealth Management with notifications on news.