A detailed history of Thrive Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 1,930 shares of CAT stock, worth $704,179. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,930
Previous 1,945 0.77%
Holding current value
$704,179
Previous $647,000 16.54%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 04, 2024

SELL
$316.8 - $391.12 $4,752 - $5,866
-15 Reduced 0.77%
1,930 $754,000
Q2 2024

Jul 12, 2024

BUY
$321.47 - $379.3 $30,218 - $35,654
94 Added 5.08%
1,945 $647,000
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $23,126 - $30,413
83 Added 4.69%
1,851 $678,000
Q4 2023

Jan 09, 2024

BUY
$226.05 - $298.12 $3,842 - $5,068
17 Added 0.97%
1,768 $522,000
Q3 2023

Oct 13, 2023

BUY
$240.58 - $288.65 $2,646 - $3,175
11 Added 0.63%
1,751 $478,000
Q2 2023

Jul 11, 2023

BUY
$205.75 - $247.67 $25,513 - $30,711
124 Added 7.67%
1,740 $428,000
Q1 2023

Apr 07, 2023

BUY
$215.01 - $264.54 $80,413 - $98,937
374 Added 30.11%
1,616 $369,000
Q4 2022

Jan 25, 2023

BUY
$171.23 - $243.14 $212,667 - $301,979
1,242 New
1,242 $0

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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