A detailed history of Selective Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 1,079 shares of CAT stock, worth $396,122. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,079
Previous 1,079 -0.0%
Holding current value
$396,122
Previous $359,000 17.55%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Jul 10, 2024

SELL
$321.47 - $379.3 $8,036 - $9,482
-25 Reduced 2.26%
1,079 $359,000
Q4 2023

Jan 05, 2024

BUY
$226.05 - $298.12 $5,651 - $7,453
25 Added 2.32%
1,104 $326,000
Q3 2023

Oct 10, 2023

SELL
$240.58 - $288.65 $36,568 - $43,874
-152 Reduced 12.35%
1,079 $294,000
Q2 2023

Jul 11, 2023

BUY
$205.75 - $247.67 $35,389 - $42,599
172 Added 16.24%
1,231 $302,000
Q4 2022

Jan 23, 2023

SELL
$171.23 - $243.14 $34,246 - $48,628
-200 Reduced 15.89%
1,059 $0
Q3 2022

Oct 21, 2022

BUY
$162.44 - $198.25 $1,461 - $1,784
9 Added 0.72%
1,259 $207,000
Q1 2022

Apr 20, 2022

SELL
$182.83 - $229.87 $36,566 - $45,974
-200 Reduced 13.79%
1,250 $279,000
Q4 2021

Jan 18, 2022

SELL
$188.94 - $214.25 $18,894 - $21,425
-100 Reduced 6.45%
1,450 $300,000
Q3 2021

Oct 27, 2021

BUY
$189.84 - $221.66 $37,968 - $44,332
200 Added 14.81%
1,550 $298,000
Q2 2021

Aug 04, 2021

BUY
$208.86 - $244.79 $62,658 - $73,437
300 Added 28.57%
1,350 $293,000
Q3 2020

Oct 21, 2020

SELL
$125.73 - $153.87 $7,418 - $9,078
-59 Reduced 5.32%
1,050 $157,000
Q3 2019

Oct 29, 2019

BUY
$113.38 - $139.64 $125,738 - $154,860
1,109 New
1,109 $140,000
Q1 2019

Apr 04, 2019

SELL
$121.51 - $141.41 $121,510 - $141,410
-1,000 Closed
0 $0
Q3 2018

Oct 12, 2018

BUY
$132.02 - $156.38 $132,020 - $156,380
1,000 New
1,000 $152,000

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 $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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