A detailed history of Concord Wealth Partners transactions in Caterpillar Inc stock. As of the latest transaction made, Concord Wealth Partners holds 9,294 shares of CAT stock, worth $3.42 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
9,294
Previous 8,774 5.93%
Holding current value
$3.42 Million
Previous $2.92 Million 24.4%
% of portfolio
0.61%
Previous 0.52%

Shares

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

Oct 24, 2024

BUY
$316.8 - $391.12 $164,736 - $203,382
520 Added 5.93%
9,294 $3.64 Million
Q2 2024

Jul 31, 2024

BUY
$321.47 - $379.3 $151,733 - $179,029
472 Added 5.69%
8,774 $2.92 Million
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $477,850 - $628,427
1,715 Added 26.04%
8,302 $3.04 Million
Q4 2023

Apr 30, 2024

BUY
$226.05 - $298.12 $204,575 - $269,798
905 Added 15.93%
6,587 $1.95 Million
Q4 2023

Feb 05, 2024

BUY
$226.05 - $298.12 $204,575 - $269,798
905 Added 15.93%
6,587 $1.95 Million
Q3 2023

Apr 30, 2024

SELL
$240.58 - $288.65 $217,724 - $261,228
-905 Reduced 13.74%
5,682 $1.55 Million
Q3 2023

Oct 25, 2023

BUY
$240.58 - $288.65 $764,563 - $917,329
3,178 Added 126.92%
5,682 $1.55 Million
Q2 2023

Aug 07, 2023

BUY
$205.75 - $247.67 $19,752 - $23,776
96 Added 3.99%
2,504 $616,000
Q1 2023

Apr 26, 2023

SELL
$215.01 - $264.54 $14,405 - $17,724
-67 Reduced 2.71%
2,408 $551,000
Q4 2022

Jan 27, 2023

SELL
$171.23 - $243.14 $12,842 - $18,235
-75 Reduced 2.94%
2,475 $592,000
Q3 2022

Nov 10, 2022

SELL
$162.44 - $198.25 $3,573 - $4,361
-22 Reduced 0.86%
2,550 $418,000
Q2 2022

Aug 04, 2022

BUY
$178.67 - $235.08 $5,002 - $6,582
28 Added 1.1%
2,572 $460,000
Q1 2022

Apr 20, 2022

BUY
$182.83 - $229.87 $9,141 - $11,493
50 Added 2.0%
2,544 $567,000
Q4 2021

Jan 21, 2022

BUY
$188.94 - $214.25 $191,774 - $217,463
1,015 Added 68.63%
2,494 $516,000
Q3 2021

Nov 09, 2021

SELL
$189.84 - $221.66 $55,433 - $64,724
-292 Reduced 16.49%
1,479 $284,000
Q2 2021

Jul 29, 2021

SELL
$208.86 - $244.79 $9,816 - $11,505
-47 Reduced 2.59%
1,771 $385,000
Q1 2021

May 13, 2021

SELL
$180.63 - $233.63 $8,850 - $11,447
-49 Reduced 2.62%
1,818 $422,000
Q4 2020

Feb 16, 2021

BUY
$146.71 - $182.21 $273,907 - $340,186
1,867 New
1,867 $340,000

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 $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
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