A detailed history of Tower Wealth Partners, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 1,097 shares of CAT stock, worth $457,317. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,097
Previous 1,154 4.94%
Holding current value
$457,317
Previous $384,000 11.72%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Oct 28, 2024

SELL
$316.8 - $391.12 $18,057 - $22,293
-57 Reduced 4.94%
1,097 $429,000
Q2 2024

Aug 09, 2024

BUY
$321.47 - $379.3 $35,683 - $42,102
111 Added 10.64%
1,154 $384,000
Q1 2024

Apr 18, 2024

BUY
$278.63 - $366.43 $33,714 - $44,338
121 Added 13.12%
1,043 $382,000
Q4 2023

Jan 22, 2024

BUY
$226.05 - $298.12 $208,418 - $274,866
922 New
922 $272,000
Q1 2022

Apr 15, 2022

SELL
$182.83 - $229.87 $178,259 - $224,123
-975 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$188.94 - $214.25 $184,216 - $208,893
975 New
975 $202,000
Q1 2021

May 17, 2021

SELL
$180.63 - $233.63 $242,947 - $314,232
-1,345 Closed
0 $0
Q4 2020

Apr 09, 2021

BUY
$146.71 - $182.21 $197,324 - $245,072
1,345 New
1,345 $245,000

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 $220B
  • 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 Tower Wealth Partners, Inc. Portfolio

Follow Tower Wealth Partners, Inc. 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 Tower Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tower Wealth Partners, Inc. with notifications on news.