A detailed history of Bridgewealth Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 1,896 shares of CAT stock, worth $649,531. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,896
Previous 976 94.26%
Holding current value
$649,531
Previous $382 Million 75.59%
% of portfolio
0.19%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$360.37 - $416.88 $331,540 - $383,529
920 Added 94.26%
1,896 $671 Million
Q3 2024

Nov 13, 2024

BUY
$316.8 - $391.12 $309,196 - $381,733
976 New
976 $382 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 $181B
  • 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 Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, 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 Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.