Meridian Wealth Advisors, LLC Caterpillar Inc Transaction History

Meridian Wealth Advisors, LLC

$536 Million
Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 1,066 shares of CAT stock, worth $401,029. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,066

Previous 959 11.16%

Holding current value

$401,029

Previous $319,000 30.41%

% of portfolio

0.08%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$316.8 - $391.12 $33,897 - $41,849	107 Added 11.16%	1,066 $416,000
Q2 2024 Aug 02, 2024	SELL	$321.47 - $379.3 $18,323 - $21,620	-57 Reduced 5.61%	959 $319,000
Q1 2024 May 10, 2024	BUY	$278.63 - $366.43 $6,687 - $8,794	24 Added 2.42%	1,016 $372,000
Q4 2023 Feb 06, 2024	SELL	$226.05 - $298.12 $2,034 - $2,683	-9 Reduced 0.9%	992 $293,000
Q3 2023 Nov 13, 2023	BUY	$240.58 - $288.65 $2,165 - $2,597	9 Added 0.91%	1,001 $273,000
Q4 2022 Jan 23, 2023	BUY	$171.23 - $243.14 $169,860 - $241,194	992 New	992 $0
Q2 2022 Jul 26, 2022	SELL	$178.67 - $235.08 $1,786 - $2,350	-10 Reduced 0.83%	1,202 $215,000
Q1 2022 May 12, 2022	BUY	$182.83 - $229.87 $27,424 - $34,480	150 Added 14.12%	1,212 $270,000
Q4 2021 Feb 02, 2022	SELL	$188.94 - $214.25 $24,940 - $28,281	-132 Reduced 11.06%	1,062 $220,000
Q3 2021 Nov 12, 2021	BUY	$189.84 - $221.66 $13,288 - $15,516	70 Added 6.23%	1,194 $229,000
Q2 2021 Aug 10, 2021	SELL	$208.86 - $244.79 $6,474 - $7,588	-31 Reduced 2.68%	1,124 $245,000
Q1 2021 May 07, 2021	BUY	$180.63 - $233.63 $208,627 - $269,842	1,155 New	1,155 $268,000
Q1 2019 May 07, 2019	SELL	$121.51 - $141.41 $153,710 - $178,883	-1,265 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$112.34 - $158.22 $142,110 - $200,148	1,265 New	1,265 $161,000

Others Institutions Holding CAT

# of Institutions

3,037

Shares Held

343M

Call Options Held

8.28M

Put Options Held

8.74M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $199B
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

Portfolio Update

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

News

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

Account

Meridian Wealth Advisors, LLC Caterpillar Inc Transaction History