A detailed history of Precision Wealth Strategies, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 963 shares of CAT stock, worth $365,583. This represents 0.43% of its overall portfolio holdings.

Number of Shares
963
Previous 878 9.68%
Holding current value
$365,583
Previous $292,000 28.77%
% of portfolio
0.43%
Previous 0.38%

Shares

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

Oct 21, 2024

BUY
$316.8 - $391.12 $26,928 - $33,245
85 Added 9.68%
963 $376,000
Q2 2024

Aug 05, 2024

BUY
$321.47 - $379.3 $91,940 - $108,479
286 Added 48.31%
878 $292,000
Q1 2024

May 01, 2024

BUY
$278.63 - $366.43 $164,948 - $216,926
592 New
592 $216,000

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
Track This Portfolio

Track Precision Wealth Strategies, LLC Portfolio

Follow Precision Wealth Strategies, 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 Precision Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precision Wealth Strategies, LLC with notifications on news.