A detailed history of Confluence Wealth Services, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 4,039 shares of CAT stock, worth $1.48 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,039
Previous 3,833 5.37%
Holding current value
$1.48 Million
Previous $1.28 Million 23.75%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 29, 2024

BUY
$316.8 - $391.12 $65,260 - $80,570
206 Added 5.37%
4,039 $1.58 Million
Q2 2024

Jul 31, 2024

BUY
$321.47 - $379.3 $15,430 - $18,206
48 Added 1.27%
3,833 $1.28 Million
Q1 2024

Apr 22, 2024

SELL
$278.63 - $366.43 $143,215 - $188,345
-514 Reduced 11.96%
3,785 $1.39 Million
Q4 2023

Jan 25, 2024

SELL
$226.05 - $298.12 $2,260 - $2,981
-10 Reduced 0.23%
4,299 $1.27 Million
Q3 2023

Nov 01, 2023

BUY
$240.58 - $288.65 $39,695 - $47,627
165 Added 3.98%
4,309 $1.18 Million
Q2 2023

Aug 01, 2023

BUY
$205.75 - $247.67 $5,349 - $6,439
26 Added 0.63%
4,144 $1.02 Million
Q4 2022

Feb 10, 2023

SELL
$171.23 - $243.14 $16,609 - $23,584
-97 Reduced 2.3%
4,118 $986,000
Q3 2022

Nov 08, 2022

SELL
$162.44 - $198.25 $505,513 - $616,954
-3,112 Reduced 42.47%
4,215 $691,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $95,945 - $126,237
537 Added 7.91%
7,327 $1.42 Million
Q1 2022

Apr 26, 2022

SELL
$182.83 - $229.87 $10,786 - $13,562
-59 Reduced 0.86%
6,790 $1.51 Million
Q4 2021

Feb 10, 2022

BUY
$188.94 - $214.25 $1.29 Million - $1.47 Million
6,849 New
6,849 $1.42 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 $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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