Financial & Tax Architects, LLC Caterpillar Inc Transaction History

Financial & Tax Architects, LLC

$389 Billion
Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 17,814 shares of CAT stock, worth $6.84 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

17,814

Previous 18,074 1.44%

Holding current value

$6.84 Million

Previous $6.02 Billion 15.73%

% of portfolio

1.79%

Previous 1.61%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$316.8 - $391.12 $82,368 - $101,691	-260 Reduced 1.44%	17,814 $6.97 Billion
Q2 2024 Aug 09, 2024	BUY	$321.47 - $379.3 $73,616 - $86,859	229 Added 1.28%	18,074 $6.02 Billion
Q1 2024 May 08, 2024	SELL	$278.63 - $366.43 $762,053 - $1 Million	-2,735 Reduced 13.29%	17,845 $6.54 Billion
Q4 2023 Jan 25, 2024	SELL	$226.05 - $298.12 $55,608 - $73,337	-246 Reduced 1.18%	20,580 $6.08 Billion
Q3 2023 Oct 19, 2023	SELL	$240.58 - $288.65 $249,962 - $299,907	-1,039 Reduced 4.75%	20,826 $5.69 Billion
Q2 2023 Jul 25, 2023	BUY	$205.75 - $247.67 $270,355 - $325,438	1,314 Added 6.39%	21,865 $5.38 Billion
Q1 2023 Apr 26, 2023	BUY	$215.01 - $264.54 $168,997 - $207,928	786 Added 3.98%	20,551 $4.7 Billion
Q4 2022 Feb 09, 2023	BUY	$171.23 - $243.14 $3.38 Million - $4.81 Million	19,765 New	19,765 $4.94 Billion
Q3 2022 Aug 25, 2023	BUY	$162.44 - $198.25 $430,628 - $525,560	2,651 Added 12.12%	24,516 $4.02 Billion
Q2 2022 Aug 25, 2023	BUY	$178.67 - $235.08 $368,596 - $484,970	2,063 Added 10.42%	21,868 $3.91 Billion
Q1 2022 Aug 25, 2023	SELL	$182.83 - $229.87 $376,629 - $473,532	-2,060 Reduced 9.42%	19,805 $4.41 Billion
Q4 2021 Aug 25, 2023	BUY	$188.94 - $214.25 $308,161 - $349,441	1,631 Added 10.16%	17,689 $3.66 Billion
Q3 2021 Aug 25, 2023	BUY	$189.84 - $221.66 $306,022 - $357,315	1,612 Added 11.16%	16,058 $3.08 Billion
Q2 2021 Aug 25, 2023	BUY	$208.86 - $244.79 $156,645 - $183,592	750 Added 5.48%	14,446 $3.14 Billion
Q1 2021 Aug 25, 2023	SELL	$180.63 - $233.63 $1.48 Million - $1.91 Million	-8,169 Reduced 37.36%	13,696 $3.18 Billion

Others Institutions Holding CAT

# of Institutions

3,120

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $203B
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...

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Financial & Tax Architects, LLC Caterpillar Inc Transaction History