Arkadios Wealth Advisors Caterpillar Inc Transaction History

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Arkadios Wealth Advisors holds 6,671 shares of CAT stock, worth $2.45 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,671
Previous 6,370 4.73%
Holding current value
$2.45 Million
Previous $2.12 Million 23.01%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 24, 2024
BUY
$316.8 - $391.12 $95,356 - $117,727
301 Added 4.73%
6,671 $2.61 Million
Q2 2024

Jul 29, 2024
BUY
$321.47 - $379.3 $267,141 - $315,198
831 Added 15.0%
6,370 $2.12 Million
Q1 2024

Apr 30, 2024
SELL
$278.63 - $366.43 $96,405 - $126,784
-346 Reduced 5.88%
5,539 $2.03 Million
Q4 2023

Jan 24, 2024
SELL
$226.05 - $298.12 $36,168 - $47,699
-160 Reduced 2.65%
5,885 $1.74 Million
Q3 2023

Oct 13, 2023
BUY
$240.58 - $288.65 $186,208 - $223,415
774 Added 14.68%
6,045 $1.65 Million
Q2 2023

Jul 26, 2023
SELL
$205.75 - $247.67 $126,742 - $152,564
-616 Reduced 10.46%
5,271 $1.3 Million
Q1 2023

May 02, 2023
SELL
$215.01 - $264.54 $45,152 - $55,553
-210 Reduced 3.44%
5,887 $1.35 Million
Q4 2022

Jan 11, 2023
BUY
$171.23 - $243.14 $31,506 - $44,737
184 Added 3.11%
6,097 $0
Q3 2022

Oct 21, 2022
BUY
$162.44 - $198.25 $116,956 - $142,740
720 Added 13.86%
5,913 $970,000
Q2 2022

Jul 14, 2022
BUY
$178.67 - $235.08 $72,897 - $95,912
408 Added 8.53%
5,193 $928,000
Q1 2022

May 02, 2022
SELL
$182.83 - $229.87 $34,006 - $42,755
-186 Reduced 3.74%
4,785 $1.07 Million
Q4 2021

Feb 03, 2022
BUY
$188.94 - $214.25 $67,640 - $76,701
358 Added 7.76%
4,971 $1.03 Million
Q3 2021

Oct 19, 2021
SELL
$189.84 - $221.66 $47,270 - $55,193
-249 Reduced 5.12%
4,613 $885,000
Q2 2021

Jul 28, 2021
BUY
$208.86 - $244.79 $163,119 - $191,180
781 Added 19.14%
4,862 $1.06 Million
Q1 2021

Apr 26, 2021
BUY
$180.63 - $233.63 $10,657 - $13,784
59 Added 1.47%
4,081 $946,000
Q4 2020

Feb 09, 2021
BUY
$146.71 - $182.21 $79,223 - $98,393
540 Added 15.51%
4,022 $732,000
Q3 2020

Nov 10, 2020
BUY
$125.73 - $153.87 $15,213 - $18,618
121 Added 3.6%
3,482 $588 Million
Q2 2020

Aug 10, 2020
BUY
$104.48 - $137.72 $16,194 - $21,346
155 Added 4.83%
3,361 $460 Million
Q1 2020

May 14, 2020
BUY
$91.85 - $150.53 $2,204 - $3,612
24 Added 0.75%
3,206 $372 Million
Q4 2019

Feb 14, 2020
BUY
$117.97 - $148.5 $375,380 - $472,527
3,182 New
3,182 $469,000

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
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 $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 Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email