A detailed history of Sky Oak Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,012 shares of CAT stock, worth $392,382. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,012
Previous 1,079 6.21%
Holding current value
$392,382
Previous $395,000 14.68%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Aug 12, 2024

SELL
$321.47 - $379.3 $21,538 - $25,413
-67 Reduced 6.21%
1,012 $337,000
Q4 2023

Jan 12, 2024

SELL
$226.05 - $298.12 $15,597 - $20,570
-69 Reduced 6.01%
1,079 $319,000
Q1 2023

May 02, 2023

BUY
$215.01 - $264.54 $1,935 - $2,380
9 Added 0.79%
1,148 $262,000
Q4 2022

Jan 26, 2023

BUY
$171.23 - $243.14 $195,030 - $276,936
1,139 New
1,139 $0
Q2 2022

Jul 26, 2022

SELL
$178.67 - $235.08 $198,145 - $260,703
-1,109 Closed
0 $0
Q4 2020

Feb 02, 2021

BUY
$146.71 - $182.21 $162,701 - $202,070
1,109 New
1,109 $202,000
Q3 2020

Nov 03, 2020

SELL
$125.73 - $153.87 $278,240 - $340,514
-2,213 Closed
0 $0
Q2 2020

Aug 10, 2020

SELL
$104.48 - $137.72 $74,598 - $98,332
-714 Reduced 24.39%
2,213 $280,000
Q1 2020

May 04, 2020

BUY
$91.85 - $150.53 $40,781 - $66,835
444 Added 17.88%
2,927 $340,000
Q4 2019

Feb 04, 2020

BUY
$117.97 - $148.5 $292,919 - $368,725
2,483 New
2,483 $367,000

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 $205B
  • 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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