A detailed history of Morton Brown Family Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 290 shares of CAT stock, worth $106,595. This represents 0.04% of its overall portfolio holdings.

Number of Shares
290
Previous 290 -0.0%
Holding current value
$106,595
Previous $96,000 17.71%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 18, 2023

BUY
$240.58 - $288.65 $69,768 - $83,708
290 New
290 $79,000
Q1 2023

Apr 25, 2023

BUY
$215.01 - $264.54 $860 - $1,058
4 New
4 $0
Q3 2022

Oct 31, 2022

BUY
$162.44 - $198.25 $812 - $991
5 New
5 $1,000

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 Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.