A detailed history of 1620 Investment Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 939 shares of CAT stock, worth $337,824. This represents 0.29% of its overall portfolio holdings.

Number of Shares
939
Previous 927 1.29%
Holding current value
$337,824
Previous $308,000 19.16%
% of portfolio
0.29%
Previous 0.25%

Shares

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

Oct 25, 2024

BUY
$316.8 - $391.12 $3,801 - $4,693
12 Added 1.29%
939 $367,000
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $24,240 - $31,879
87 Added 10.36%
927 $339,000
Q4 2023

Feb 09, 2024

SELL
$226.05 - $298.12 $233,735 - $308,256
-1,034 Reduced 55.18%
840 $248,000
Q3 2023

Nov 09, 2023

SELL
$240.58 - $288.65 $2,886 - $3,463
-12 Reduced 0.64%
1,874 $511,000
Q2 2023

Aug 14, 2023

SELL
$205.75 - $247.67 $8,435 - $10,154
-41 Reduced 2.13%
1,886 $464,000
Q1 2023

May 10, 2023

BUY
$215.01 - $264.54 $414,324 - $509,768
1,927 New
1,927 $440,000

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 $190B
  • 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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