Marcum Wealth, LLC Caterpillar Inc Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,649 shares of CAT stock, worth $973,692. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,649
Previous 2,562 3.4%
Holding current value
$973,692
Previous $853,000 21.45%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 08, 2024
BUY
$316.8 - $391.12 $27,561 - $34,027
87 Added 3.4%
2,649 $1.04 Million
Q2 2024

Jul 02, 2024
SELL
$321.47 - $379.3 $31,504 - $37,171
-98 Reduced 3.68%
2,562 $853,000
Q1 2024

Apr 10, 2024
SELL
$278.63 - $366.43 $154,361 - $203,002
-554 Reduced 17.24%
2,660 $974,000
Q4 2023

Jan 10, 2024
BUY
$226.05 - $298.12 $188,073 - $248,035
832 Added 34.93%
3,214 $950,000
Q3 2023

Oct 10, 2023
BUY
$240.58 - $288.65 $34,643 - $41,565
144 Added 6.43%
2,382 $650,000
Q2 2023

Jul 13, 2023
SELL
$205.75 - $247.67 $13,991 - $16,841
-68 Reduced 2.95%
2,238 $550,000
Q1 2023

Apr 19, 2023
BUY
$215.01 - $264.54 $13,760 - $16,930
64 Added 2.85%
2,306 $527,000
Q4 2022

Jan 12, 2023
SELL
$171.23 - $243.14 $2,739 - $3,890
-16 Reduced 0.71%
2,242 $0
Q3 2022

Oct 11, 2022
BUY
$162.44 - $198.25 $13,969 - $17,049
86 Added 3.96%
2,258 $371,000
Q2 2022

Jul 14, 2022
BUY
$178.67 - $235.08 $5,181 - $6,817
29 Added 1.35%
2,172 $388,000
Q1 2022

Apr 20, 2022
SELL
$182.83 - $229.87 $44,427 - $55,858
-243 Reduced 10.18%
2,143 $478,000
Q4 2021

Feb 01, 2022
SELL
$188.94 - $214.25 $99,004 - $112,267
-524 Reduced 18.01%
2,386 $493,000
Q3 2021

Nov 08, 2021
BUY
$189.84 - $221.66 $255,334 - $298,132
1,345 Added 85.94%
2,910 $559,000
Q2 2021

Aug 10, 2021
SELL
$208.86 - $244.79 $207,815 - $243,566
-995 Reduced 38.87%
1,565 $341,000
Q1 2021

May 11, 2021
BUY
$180.63 - $233.63 $212,059 - $274,281
1,174 Added 84.7%
2,560 $594,000
Q4 2020

Feb 09, 2021
BUY
$146.71 - $182.21 $2,787 - $3,461
19 Added 1.39%
1,386 $252,000
Q3 2020

Nov 09, 2020
BUY
$125.73 - $153.87 $171,872 - $210,340
1,367 New
1,367 $204,000

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
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email