A detailed history of Peterson Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 1,007 shares of CAT stock, worth $370,142. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,007
Previous 1,051 4.19%
Holding current value
$370,142
Previous $350,000 12.29%
% of portfolio
0.08%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$316.8 - $391.12 $13,939 - $17,209
-44 Reduced 4.19%
1,007 $393,000
Q2 2024

Jul 18, 2024

BUY
$321.47 - $379.3 $1,285 - $1,517
4 Added 0.38%
1,051 $350,000
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $835 - $1,099
3 Added 0.29%
1,047 $383,000
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $678 - $894
3 Added 0.29%
1,044 $308,000
Q3 2023

Oct 05, 2023

SELL
$240.58 - $288.65 $12,750 - $15,298
-53 Reduced 4.84%
1,041 $284,000
Q2 2023

Jul 13, 2023

BUY
$205.75 - $247.67 $8,230 - $9,906
40 Added 3.8%
1,094 $269,000
Q1 2023

Apr 06, 2023

BUY
$215.01 - $264.54 $14,405 - $17,724
67 Added 6.79%
1,054 $241,000
Q4 2022

Jan 20, 2023

BUY
$171.23 - $243.14 $169,004 - $239,979
987 New
987 $0

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
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