A detailed history of Oak Harbor Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 17,732 shares of CAT stock, worth $6.68 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
17,732
Previous 17,729 0.02%
Holding current value
$6.68 Million
Previous $6.5 Million 9.08%
% of portfolio
1.87%
Previous 2.03%

Shares

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

Jul 18, 2024

BUY
$321.47 - $379.3 $964 - $1,137
3 Added 0.02%
17,732 $5.91 Million
Q1 2024

Apr 23, 2024

BUY
$278.63 - $366.43 $557 - $732
2 Added 0.01%
17,729 $6.5 Million
Q4 2023

Feb 09, 2024

SELL
$226.05 - $298.12 $8,589 - $11,328
-38 Reduced 0.21%
17,727 $5.24 Million
Q3 2023

Oct 19, 2023

BUY
$240.58 - $288.65 $721 - $865
3 Added 0.02%
17,765 $4.85 Million
Q2 2023

Jul 27, 2023

SELL
$205.75 - $247.67 $2,057 - $2,476
-10 Reduced 0.06%
17,762 $4.37 Million
Q1 2023

Apr 24, 2023

SELL
$215.01 - $264.54 $9,245 - $11,375
-43 Reduced 0.24%
17,772 $4.07 Million
Q4 2022

Jan 18, 2023

BUY
$171.23 - $243.14 $513 - $729
3 Added 0.02%
17,815 $0
Q3 2022

Nov 03, 2022

BUY
$162.44 - $198.25 $649 - $793
4 Added 0.02%
17,812 $2.92 Million
Q2 2022

Jul 25, 2022

BUY
$178.67 - $235.08 $536 - $705
3 Added 0.02%
17,808 $3.18 Million
Q1 2022

May 11, 2022

BUY
$182.83 - $229.87 $718,704 - $903,618
3,931 Added 28.33%
17,805 $3.97 Million
Q4 2021

Feb 17, 2022

BUY
$188.94 - $214.25 $2.62 Million - $2.97 Million
13,874 New
13,874 $2.87 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 $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
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