Marks Group Wealth Management, Inc Caterpillar Inc Transaction History

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 2,211 shares of CAT stock, worth $781,190. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,211
Previous 2,050 7.85%
Holding current value
$781,190
Previous $801,000 0.12%
% of portfolio
0.08%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$360.37 - $416.88 $58,019 - $67,117
161 Added 7.85%
2,211 $802,000
Q3 2024

Oct 30, 2024
SELL
$316.8 - $391.12 $58,291 - $71,966
-184 Reduced 8.24%
2,050 $801,000
Q4 2023

Feb 01, 2024
BUY
$226.05 - $298.12 $19,440 - $25,638
86 Added 4.0%
2,234 $660,000
Q3 2023

Oct 30, 2023
BUY
$240.58 - $288.65 $96,232 - $115,459
400 Added 22.88%
2,148 $586,000
Q3 2022

Nov 10, 2022
SELL
$162.44 - $198.25 $40,122 - $48,967
-247 Reduced 12.38%
1,748 $287,000
Q2 2022

Aug 09, 2022
BUY
$178.67 - $235.08 $9,112 - $11,989
51 Added 2.62%
1,995 $357,000
Q1 2022

May 10, 2022
BUY
$182.83 - $229.87 $28,155 - $35,399
154 Added 8.6%
1,944 $433,000
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $131,880 - $149,546
698 Added 63.92%
1,790 $368,000
Q3 2021

Nov 15, 2021
BUY
$189.84 - $221.66 $207,305 - $242,052
1,092 New
1,092 $210,000
Q2 2021

Aug 10, 2021
SELL
$208.86 - $244.79 $197,372 - $231,326
-945 Closed
0 $0
Q1 2021

May 17, 2021
SELL
$180.63 - $233.63 $176,656 - $228,490
-978 Reduced 50.86%
945 $215,000
Q4 2020

Feb 08, 2021
SELL
$146.71 - $182.21 $43,132 - $53,569
-294 Reduced 13.26%
1,923 $350,000
Q3 2020

Nov 10, 2020
BUY
$125.73 - $153.87 $5,154 - $6,308
41 Added 1.88%
2,217 $331,000
Q2 2020

Aug 10, 2020
BUY
$104.48 - $137.72 $227,348 - $299,678
2,176 New
2,176 $275,000

Others Institutions Holding CAT

# of Institutions
3,262
Shares Held
340M
Call Options Held
5.76M
Put Options Held
7.97M
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 $187B
  • 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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