A detailed history of Tandem Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 995 shares of CAT stock, worth $363,035. This represents 0.2% of its overall portfolio holdings.

Number of Shares
995
Previous 1,006 1.09%
Holding current value
$363,035
Previous $335,000 16.12%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Nov 13, 2024

SELL
$316.8 - $391.12 $3,484 - $4,302
-11 Reduced 1.09%
995 $389,000
Q2 2024

Aug 08, 2024

SELL
$321.47 - $379.3 $2,893 - $3,413
-9 Reduced 0.89%
1,006 $335,000
Q1 2024

May 09, 2024

BUY
$278.63 - $366.43 $3,900 - $5,130
14 Added 1.4%
1,015 $371,000
Q3 2023

Oct 27, 2023

BUY
$240.58 - $288.65 $2,646 - $3,175
11 Added 1.11%
1,001 $273,000
Q2 2023

Aug 16, 2023

BUY
$205.75 - $247.67 $15,019 - $18,079
73 Added 7.96%
990 $244 Million
Q4 2022

Feb 23, 2023

BUY
$171.23 - $243.14 $157,017 - $222,959
917 New
917 $220 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 $193B
  • 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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