A detailed history of Savvy Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Savvy Advisors, Inc. holds 2,003 shares of CAT stock, worth $783,233. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,003
Previous 1,775 12.85%
Holding current value
$783,233
Previous $650 Million 2.6%
% of portfolio
0.22%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $73,295 - $86,480
228 Added 12.85%
2,003 $667 Million
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $42,909 - $56,430
154 Added 9.5%
1,775 $650 Million
Q4 2023

Feb 08, 2024

BUY
$226.05 - $298.12 $366,427 - $483,252
1,621 New
1,621 $479 Million

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 $206B
  • 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 Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. 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 Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.