A detailed history of Fortis Group Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 37 shares of CAT stock, worth $14,734. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 37 -0.0%
Holding current value
$14,734
Previous $13.6 Million 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$278.63 - $366.43 $10,309 - $13,557
-37 Reduced 50.0%
37 $13.6 Million
Q4 2023

Mar 04, 2024

BUY
$226.05 - $298.12 $8,363 - $11,030
37 Added 100.0%
74 $21.9 Million
Q3 2023

Dec 01, 2023

BUY
$240.58 - $288.65 $8,901 - $10,680
37 New
37 $10.1 Million
Q1 2023

May 26, 2023

SELL
$215.01 - $264.54 $31,176 - $38,358
-145 Closed
0 $0
Q3 2020

Nov 17, 2020

BUY
$125.73 - $153.87 $18,230 - $22,311
145 New
145 $21,000

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 $210B
  • 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 Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.