A detailed history of Pinnacle Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 7,311 shares of CAT stock, worth $2.8 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares
7,311
Previous 5,809 25.86%
Holding current value
$2.8 Million
Previous $2.13 Million 14.43%
% of portfolio
3.08%
Previous 2.24%

Shares

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

Jul 30, 2024

BUY
$321.47 - $379.3 $482,847 - $569,708
1,502 Added 25.86%
7,311 $2.44 Million
Q1 2024

May 03, 2024

SELL
$278.63 - $366.43 $1.14 Million - $1.5 Million
-4,089 Reduced 41.31%
5,809 $2.13 Million
Q4 2023

Jan 23, 2024

BUY
$226.05 - $298.12 $2.24 Million - $2.95 Million
9,898 New
9,898 $2.93 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 Pinnacle Wealth Management, LLC Portfolio

Follow Pinnacle Wealth Management, 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 Pinnacle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management, LLC with notifications on news.