A detailed history of Northwest Financial Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Northwest Financial Advisors holds 1,122 shares of CAT stock, worth $430,141. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,122
Previous 1,093 2.65%
Holding current value
$430,141
Previous $400 Million 6.66%
% of portfolio
0.26%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$321.47 - $379.3 $9,322 - $10,999
29 Added 2.65%
1,122 $374 Million
Q1 2024

May 09, 2024

BUY
$278.63 - $366.43 $68,264 - $89,775
245 Added 28.89%
1,093 $400 Million
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $191,690 - $252,805
848 New
848 $251 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 $202B
  • 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 Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors 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 Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.