A detailed history of Transform Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Transform Wealth, LLC holds 13,006 shares of CAT stock, worth $4.93 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
13,006
Previous 7,446 74.67%
Holding current value
$4.93 Million
Previous $2.48 Million 105.08%
% of portfolio
0.35%
Previous 0.19%

Shares

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

Oct 15, 2024

BUY
$316.8 - $391.12 $1.76 Million - $2.17 Million
5,560 Added 74.67%
13,006 $5.09 Million
Q2 2024

Jul 15, 2024

SELL
$321.47 - $379.3 $94,833 - $111,893
-295 Reduced 3.81%
7,446 $2.48 Million
Q1 2024

Apr 15, 2024

SELL
$278.63 - $366.43 $1.78 Million - $2.34 Million
-6,398 Reduced 45.25%
7,741 $2.84 Million
Q4 2023

Jan 18, 2024

BUY
$226.05 - $298.12 $30,064 - $39,649
133 Added 0.95%
14,139 $4.18 Million
Q3 2023

Oct 10, 2023

SELL
$240.58 - $288.65 $3.19 Million - $3.82 Million
-13,251 Reduced 48.62%
14,006 $3.82 Million
Q2 2023

Jul 13, 2023

SELL
$205.75 - $247.67 $163,777 - $197,145
-796 Reduced 2.84%
27,257 $6.71 Million
Q1 2023

Apr 14, 2023

BUY
$215.01 - $264.54 $2.49 Million - $3.07 Million
11,595 Added 70.45%
28,053 $6.42 Million
Q4 2022

Jan 12, 2023

BUY
$171.23 - $243.14 $2.01 Million - $2.85 Million
11,728 Added 247.95%
16,458 $0
Q3 2022

Oct 21, 2022

SELL
$162.44 - $198.25 $5.4 Million - $6.59 Million
-33,263 Reduced 87.55%
4,730 $776,000
Q2 2022

Jul 15, 2022

SELL
$178.67 - $235.08 $2.33 Million - $3.06 Million
-13,035 Reduced 25.54%
37,993 $6.79 Million
Q1 2022

Apr 25, 2022

BUY
$182.83 - $229.87 $150,286 - $188,953
822 Added 1.64%
51,028 $11.4 Million
Q4 2021

Jan 26, 2022

BUY
$188.94 - $214.25 $69,340 - $78,629
367 Added 0.74%
50,206 $10.4 Million
Q3 2021

Oct 15, 2021

SELL
$189.84 - $221.66 $236,730 - $276,410
-1,247 Reduced 2.44%
49,839 $9.57 Million
Q2 2021

Jul 20, 2021

BUY
$208.86 - $244.79 $4.25 Million - $4.98 Million
20,342 Added 66.17%
51,086 $11.1 Million
Q1 2021

Apr 22, 2021

SELL
$180.63 - $233.63 $128,608 - $166,344
-712 Reduced 2.26%
30,744 $7.13 Million
Q4 2020

Jan 20, 2021

SELL
$146.71 - $182.21 $2.76 Million - $3.43 Million
-18,826 Reduced 37.44%
31,456 $5.73 Million
Q3 2020

Oct 21, 2020

BUY
$125.73 - $153.87 $6.32 Million - $7.74 Million
50,282 New
50,282 $7.5 Million
Q3 2019

Oct 24, 2019

SELL
$113.38 - $139.64 $2.18 Million - $2.68 Million
-19,194 Closed
0 $0
Q2 2019

Jul 30, 2019

BUY
$119.81 - $143.36 $4,792 - $5,734
40 Added 0.21%
19,194 $2.62 Million
Q1 2019

Apr 12, 2019

SELL
$121.51 - $141.41 $56,866 - $66,179
-468 Reduced 2.39%
19,154 $2.6 Million
Q4 2018

Jan 30, 2019

BUY
$112.34 - $158.22 $2.2 Million - $3.1 Million
19,622 New
19,622 $2.49 Million
Q1 2018

May 03, 2018

SELL
$144.29 - $170.89 $193,637 - $229,334
-1,342 Closed
0 $0
Q4 2017

Feb 08, 2018

BUY
$124.72 - $158.42 $167,374 - $212,599
1,342
1,342 $211,000

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 $200B
  • 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 Transform Wealth, LLC Portfolio

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

News

Stay updated on Transform Wealth, LLC with notifications on news.