A detailed history of Cornerstone Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 3,903 shares of CAT stock, worth $1.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,903
Previous 3,777 3.34%
Holding current value
$1.43 Million
Previous $1.26 Million 21.3%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 16, 2024

BUY
$316.8 - $391.12 $39,916 - $49,281
126 Added 3.34%
3,903 $1.53 Million
Q2 2024

Jul 16, 2024

SELL
$321.47 - $379.3 $66,544 - $78,515
-207 Reduced 5.2%
3,777 $1.26 Million
Q1 2024

Apr 19, 2024

BUY
$278.63 - $366.43 $132,906 - $174,787
477 Added 13.6%
3,984 $1.46 Million
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $8,137 - $10,732
36 Added 1.04%
3,507 $1.04 Million
Q3 2023

Nov 06, 2023

BUY
$240.58 - $288.65 $100,803 - $120,944
419 Added 13.73%
3,471 $947,000
Q2 2023

Jul 14, 2023

BUY
$205.75 - $247.67 $47,734 - $57,459
232 Added 8.23%
3,052 $750,000
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $54,397 - $66,928
-253 Reduced 8.23%
2,820 $645,000
Q3 2022

Oct 14, 2022

BUY
$162.44 - $198.25 $1,299 - $1,586
8 Added 0.26%
3,073 $504,000
Q2 2022

Aug 04, 2022

BUY
$178.67 - $235.08 $101,841 - $133,995
570 Added 22.85%
3,065 $548,000
Q1 2022

Apr 21, 2022

SELL
$182.83 - $229.87 $83,553 - $105,050
-457 Reduced 15.48%
2,495 $556,000
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $76,331 - $86,557
404 Added 15.86%
2,952 $610,000
Q3 2021

Nov 12, 2021

BUY
$189.84 - $221.66 $60,938 - $71,152
321 Added 14.41%
2,548 $489,000
Q2 2021

Aug 09, 2021

BUY
$208.86 - $244.79 $10,651 - $12,484
51 Added 2.34%
2,227 $485,000
Q1 2021

Apr 30, 2021

BUY
$180.63 - $233.63 $20,230 - $26,166
112 Added 5.43%
2,176 $505,000
Q4 2020

Jan 29, 2021

BUY
$146.71 - $182.21 $26,847 - $33,344
183 Added 9.73%
2,064 $376,000
Q3 2020

Oct 13, 2020

BUY
$125.73 - $153.87 $1,005 - $1,230
8 Added 0.43%
1,881 $281,000
Q2 2020

Jul 16, 2020

SELL
$104.48 - $137.72 $9,716 - $12,807
-93 Reduced 4.73%
1,873 $237,000
Q1 2020

May 13, 2020

SELL
$91.85 - $150.53 $9,185 - $15,053
-100 Reduced 4.84%
1,966 $228,000
Q4 2019

Feb 20, 2020

SELL
$117.97 - $148.5 $166,101 - $209,088
-1,408 Reduced 40.53%
2,066 $305,000
Q3 2019

Oct 29, 2019

SELL
$113.38 - $139.64 $42,290 - $52,085
-373 Reduced 9.7%
3,474 $439,000
Q2 2019

Aug 02, 2019

SELL
$119.81 - $143.36 $89,737 - $107,376
-749 Reduced 16.3%
3,847 $525,000
Q1 2019

May 13, 2019

BUY
$121.51 - $141.41 $38,518 - $44,826
317 Added 7.41%
4,596 $1.46 Million
Q4 2018

Feb 13, 2019

SELL
$112.34 - $158.22 $104 Million - $146 Million
-924,638 Reduced 99.54%
4,279 $544,000
Q3 2018

Oct 19, 2018

SELL
$132.02 - $156.38 $42.9 Million - $50.8 Million
-324,608 Reduced 25.9%
928,917 $7.32 Million
Q2 2018

Jul 20, 2018

BUY
$134.61 - $158.92 $168 Million - $198 Million
1,244,543 Added 13855.97%
1,253,525 $9.19 Million
Q1 2018

Apr 24, 2018

BUY
$144.29 - $170.89 $176,178 - $208,656
1,221 Added 15.73%
8,982 $1.29 Million
Q4 2017

Feb 09, 2018

BUY
$124.72 - $158.42 $54,876 - $69,704
440 Added 6.01%
7,761 $1.29 Million
Q3 2017

Nov 14, 2017

BUY
$112.85 - $125.23 $29,115 - $32,309
258 Added 3.65%
7,321 $928,000
Q2 2017

Aug 11, 2017

BUY
N/A
7,063
7,063 $762,000

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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