A detailed history of Brandywine Oak Private Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 760 shares of CAT stock, worth $277,293. This represents 0.03% of its overall portfolio holdings.

Number of Shares
760
Previous 660 15.15%
Holding current value
$277,293
Previous $219,000 35.62%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 07, 2024

BUY
$316.8 - $391.12 $31,680 - $39,112
100 Added 15.15%
760 $297,000
Q1 2024

May 07, 2024

BUY
$278.63 - $366.43 $183,895 - $241,843
660 New
660 $241,000
Q4 2021

Feb 07, 2022

SELL
$188.94 - $214.25 $206,700 - $234,389
-1,094 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
$208.86 - $244.79 $30,075 - $35,249
144 Added 15.16%
1,094 $238,000
Q1 2021

May 06, 2021

BUY
$180.63 - $233.63 $171,598 - $221,948
950 New
950 $220,000
Q1 2019

May 09, 2019

SELL
$121.51 - $141.41 $36,453 - $42,423
-300 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $33,702 - $47,466
300 New
300 $38,000

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 $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
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