Dakota Wealth Management Caterpillar Inc Transaction History

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024

A detailed history of Dakota Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Dakota Wealth Management holds 38,353 shares of CAT stock, worth $14.1 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
38,353
Previous 38,685 0.86%
Holding current value
$14.1 Million
Previous $12.9 Million 16.41%
% of portfolio
0.34%
Previous 0.31%

Shares

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

Oct 23, 2024
SELL
$316.8 - $391.12 $105,177 - $129,851
-332 Reduced 0.86%
38,353 $15 Million
Q2 2024

Jul 19, 2024
SELL
$321.47 - $379.3 $7.11 Million - $8.39 Million
-22,107 Reduced 36.36%
38,685 $12.9 Million
Q1 2024

Apr 24, 2024
BUY
$278.63 - $366.43 $2.03 Million - $2.67 Million
7,274 Added 13.59%
60,792 $22.3 Million
Q4 2023

Jan 30, 2024
BUY
$226.05 - $298.12 $3.61 Million - $4.76 Million
15,950 Added 42.46%
53,518 $15.8 Million
Q3 2023

Oct 23, 2023
BUY
$240.58 - $288.65 $61,347 - $73,605
255 Added 0.68%
37,568 $10.3 Million
Q2 2023

Jul 31, 2023
SELL
$205.75 - $247.67 $5.98 Million - $7.2 Million
-29,078 Reduced 43.8%
37,313 $9.18 Million
Q1 2023

Apr 14, 2023
BUY
$215.01 - $264.54 $9.91 Million - $12.2 Million
46,095 Added 227.11%
66,391 $15.2 Million
Q4 2022

Feb 07, 2023
SELL
$171.23 - $243.14 $33,732 - $47,898
-197 Reduced 0.96%
20,296 $4.86 Million
Q3 2022

Nov 10, 2022
BUY
$162.44 - $198.25 $2.94 Million - $3.59 Million
18,099 Added 756.02%
20,493 $3.36 Million
Q2 2022

Aug 05, 2022
BUY
$178.67 - $235.08 $102,735 - $135,171
575 Added 31.61%
2,394 $428,000
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $332,567 - $418,133
1,819 New
1,819 $405,000
Q1 2021

May 10, 2021
SELL
$180.63 - $233.63 $1.24 Million - $1.61 Million
-6,887 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$146.71 - $182.21 $1.01 Million - $1.25 Million
6,887 New
6,887 $1.25 Million
Q2 2019

Aug 07, 2019
SELL
$119.81 - $143.36 $272,208 - $325,713
-2,272 Closed
0 $0
Q1 2019

Apr 29, 2019
BUY
$121.51 - $141.41 $276,070 - $321,283
2,272 New
2,272 $308,000
Q1 2019

Apr 18, 2019
SELL
$121.51 - $141.41 $161,729 - $188,216
-1,331 Closed
0 $0
Q3 2018

Nov 07, 2018
SELL
$132.02 - $156.38 $1.12 Million - $1.32 Million
-8,459 Reduced 86.4%
1,331 $203,000
Q2 2018

Aug 09, 2018
BUY
$134.61 - $158.92 $942,808 - $1.11 Million
7,004 Added 251.4%
9,790 $1.33 Million
Q1 2018

Apr 10, 2018
BUY
$144.29 - $170.89 $47,615 - $56,393
330 Added 13.44%
2,786 $411,000
Q4 2017

Jan 16, 2018
BUY
$124.72 - $158.42 $306,312 - $389,079
2,456
2,456 $387,000

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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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