A detailed history of Buck Wealth Strategies, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 1,985 shares of CAT stock, worth $746,757. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,985
Previous 29,107 93.18%
Holding current value
$746,757
Previous $10.7 Million 93.8%
% of portfolio
0.2%
Previous 3.66%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $8.72 Million - $10.3 Million
-27,122 Reduced 93.18%
1,985 $661,000
Q1 2024

May 03, 2024

BUY
$278.63 - $366.43 $7.53 Million - $9.9 Million
27,025 Added 1298.03%
29,107 $10.7 Million
Q4 2023

Jan 23, 2024

SELL
$226.05 - $298.12 $12,432 - $16,396
-55 Reduced 2.57%
2,082 $615,000
Q3 2023

Nov 06, 2023

BUY
$240.58 - $288.65 $451,809 - $542,084
1,878 Added 725.1%
2,137 $583,000
Q2 2023

Nov 06, 2023

SELL
$205.75 - $247.67 $123,244 - $148,354
-599 Reduced 69.81%
259 $63.7 Million
Q3 2022

Oct 30, 2023

BUY
$162.44 - $198.25 $139,373 - $170,098
858 New
858 $234 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 $199B
  • 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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