A detailed history of Lantern Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 3,409 shares of CAT stock, worth $1.25 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
3,409
Previous 3,706 8.01%
Holding current value
$1.25 Million
Previous $1.23 Billion 8.01%
% of portfolio
0.92%
Previous 0.9%

Shares

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

Nov 14, 2024

SELL
$316.8 - $391.12 $94,089 - $116,162
-297 Reduced 8.01%
3,409 $1.33 Billion
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $642 - $758
2 Added 0.05%
3,706 $1.23 Billion
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $835 - $1,099
3 Added 0.08%
3,704 $1.36 Billion
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $836,611 - $1.1 Million
3,701 New
3,701 $1.09 Billion

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
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.