A detailed history of Semus Wealth Partners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Semus Wealth Partners LLC holds 645 shares of CAT stock, worth $236,792. This represents 0.18% of its overall portfolio holdings.

Number of Shares
645
Previous 639 0.94%
Holding current value
$236,792
Previous $213 Million 18.6%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Nov 07, 2024

BUY
$316.8 - $391.12 $1,900 - $2,346
6 Added 0.94%
645 $252 Million
Q2 2024

Jul 31, 2024

BUY
$321.47 - $379.3 $3,857 - $4,551
12 Added 1.91%
639 $213 Million
Q1 2024

May 07, 2024

SELL
$278.63 - $366.43 $17,553 - $23,085
-63 Reduced 9.13%
627 $230 Million
Q4 2023

Jan 23, 2024

BUY
$226.05 - $298.12 $155,974 - $205,702
690 New
690 $204 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 $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
Track This Portfolio

Track Semus Wealth Partners LLC Portfolio

Follow Semus Wealth Partners 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 Semus Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Semus Wealth Partners LLC with notifications on news.