A detailed history of Loveless Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Loveless Wealth Management LLC holds 17,320 shares of CAT stock, worth $6.37 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
17,320
Previous 17,480 0.92%
Holding current value
$6.37 Million
Previous $3.9 Million 20.51%
% of portfolio
2.03%
Previous 2.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

SELL
$178.67 - $235.08 $28,587 - $37,612
-160 Reduced 0.92%
17,320 $3.1 Million
Q1 2022

May 11, 2022

SELL
$182.83 - $229.87 $24,682 - $31,032
-135 Reduced 0.77%
17,480 $3.9 Million
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $5,668 - $6,427
30 Added 0.17%
17,615 $3.64 Million
Q3 2021

Nov 12, 2021

SELL
$189.84 - $221.66 $97,767 - $114,154
-515 Reduced 2.85%
17,585 $3.38 Million
Q2 2021

Jul 28, 2021

SELL
$208.86 - $244.79 $116,961 - $137,082
-560 Reduced 3.0%
18,100 $3.94 Million
Q1 2021

May 03, 2021

BUY
$180.63 - $233.63 $18,063 - $23,363
100 Added 0.54%
18,660 $4.33 Million
Q4 2020

Jan 27, 2021

SELL
$146.71 - $182.21 $127,344 - $158,158
-868 Reduced 4.47%
18,560 $3.38 Million
Q3 2020

Oct 14, 2020

SELL
$125.73 - $153.87 $9,932 - $12,155
-79 Reduced 0.4%
19,428 $2.9 Million
Q2 2020

Aug 10, 2020

SELL
$104.48 - $137.72 $18,701 - $24,651
-179 Reduced 0.91%
19,507 $2.47 Million
Q1 2020

Apr 20, 2020

BUY
$91.85 - $150.53 $41,883 - $68,641
456 Added 2.37%
19,686 $2.28 Million
Q4 2019

Jan 23, 2020

BUY
$117.97 - $148.5 $2.27 Million - $2.86 Million
19,230 New
19,230 $2.86 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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