A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 723 shares of CAT stock, worth $274,190. This represents 0.14% of its overall portfolio holdings.

Number of Shares
723
Previous 727 0.55%
Holding current value
$274,190
Previous $266,000 9.77%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Aug 12, 2024

SELL
$321.47 - $379.3 $1,285 - $1,517
-4 Reduced 0.55%
723 $240,000
Q1 2024

May 01, 2024

SELL
$278.63 - $366.43 $14,767 - $19,420
-53 Reduced 6.79%
727 $266,000
Q4 2023

Feb 05, 2024

BUY
$226.05 - $298.12 $6,103 - $8,049
27 Added 3.59%
780 $230,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $181,156 - $217,353
753 New
753 $205,000
Q4 2022

Jan 23, 2023

BUY
$171.23 - $243.14 $144,860 - $205,696
846 New
846 $0
Q2 2022

Jul 28, 2022

SELL
$178.67 - $235.08 $177,955 - $234,139
-996 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$182.83 - $229.87 $182,098 - $228,950
996 New
996 $222,000
Q4 2021

Jan 19, 2022

SELL
$188.94 - $214.25 $198,953 - $225,605
-1,053 Closed
0 $0
Q3 2021

Oct 29, 2021

SELL
$189.84 - $221.66 $15,377 - $17,954
-81 Reduced 7.14%
1,053 $202,000
Q2 2021

Jul 21, 2021

BUY
$208.86 - $244.79 $6,892 - $8,078
33 Added 3.0%
1,134 $247,000
Q1 2021

May 19, 2021

BUY
$180.63 - $233.63 $180 - $233
1 Added 0.09%
1,101 $255,000
Q4 2020

Mar 05, 2021

SELL
$146.71 - $182.21 $880 - $1,093
-6 Reduced 0.54%
1,100 $200,000
Q3 2020

Nov 19, 2020

BUY
$125.73 - $153.87 $139,057 - $170,180
1,106 New
1,106 $165,000

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 $200B
  • 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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