A detailed history of Trifecta Capital Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 21,018 shares of CAT stock, worth $8.35 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
21,018
Previous 20,334 3.36%
Holding current value
$8.35 Million
Previous $6.77 Billion 21.37%
% of portfolio
1.72%
Previous 1.5%

Shares

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

Oct 16, 2024

BUY
$316.8 - $391.12 $216,691 - $267,526
684 Added 3.36%
21,018 $8.22 Billion
Q2 2024

Aug 07, 2024

BUY
$321.47 - $379.3 $433,341 - $511,296
1,348 Added 7.1%
20,334 $6.77 Billion
Q1 2024

Apr 16, 2024

BUY
$278.63 - $366.43 $342,436 - $450,342
1,229 Added 6.92%
18,986 $6.96 Billion
Q4 2023

Jan 25, 2024

BUY
$226.05 - $298.12 $202,992 - $267,711
898 Added 5.33%
17,757 $5.25 Billion
Q3 2023

Nov 01, 2023

BUY
$240.58 - $288.65 $502,331 - $602,701
2,088 Added 14.14%
16,859 $4.6 Billion
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $230,440 - $277,390
1,120 Added 8.2%
14,771 $3.63 Billion
Q1 2023

May 09, 2023

BUY
$215.01 - $264.54 $50,527 - $62,166
235 Added 1.75%
13,651 $3.12 Billion
Q4 2022

Jan 17, 2023

BUY
$171.23 - $243.14 $2.3 Million - $3.26 Million
13,416 New
13,416 $3.21 Billion

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 Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital 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 Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.