A detailed history of Tru Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 23,240 shares of CAT stock, worth $8.91 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
23,240
Previous 22,248 4.46%
Holding current value
$8.91 Million
Previous $7.41 Million 22.66%
% of portfolio
0.56%
Previous 0.5%

Shares

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

Oct 16, 2024

BUY
$316.8 - $391.12 $314,265 - $387,991
992 Added 4.46%
23,240 $9.09 Million
Q2 2024

Jul 16, 2024

BUY
$321.47 - $379.3 $1.79 Million - $2.11 Million
5,571 Added 33.41%
22,248 $7.41 Million
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $4.32 Million - $5.68 Million
15,491 Added 1306.16%
16,677 $6.11 Million
Q3 2023

Oct 10, 2023

SELL
$240.58 - $288.65 $1,202 - $1,443
-5 Reduced 0.42%
1,186 $323,000
Q2 2023

Aug 04, 2023

BUY
$205.75 - $247.67 $205 - $247
1 Added 0.08%
1,191 $293,000
Q1 2023

Apr 25, 2023

SELL
$215.01 - $264.54 $1,720 - $2,116
-8 Reduced 0.67%
1,190 $272,000
Q4 2022

Jan 27, 2023

BUY
$171.23 - $243.14 $205,133 - $291,281
1,198 New
1,198 $0
Q2 2022

Jul 22, 2022

BUY
$178.67 - $235.08 $357 - $470
2 Added 0.17%
1,198 $214,000
Q1 2022

Apr 27, 2022

BUY
$182.83 - $229.87 $2,376 - $2,988
13 Added 1.1%
1,196 $266,000
Q4 2021

Jan 19, 2022

SELL
$188.94 - $214.25 $95,792 - $108,624
-507 Reduced 30.0%
1,183 $245,000
Q3 2021

Oct 29, 2021

SELL
$189.84 - $221.66 $41,385 - $48,321
-218 Reduced 11.43%
1,690 $324,000
Q2 2021

Jul 29, 2021

BUY
$208.86 - $244.79 $30,702 - $35,984
147 Added 8.35%
1,908 $415,000
Q1 2021

May 10, 2021

BUY
$180.63 - $233.63 $100,430 - $129,898
556 Added 46.14%
1,761 $408,000
Q4 2020

Jan 26, 2021

BUY
$146.71 - $182.21 $176,785 - $219,563
1,205 New
1,205 $219,000

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 $202B
  • 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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