A detailed history of Evernest Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,729 shares of CAT stock, worth $1.48 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,729
Previous 3,835 2.76%
Holding current value
$1.48 Million
Previous $1.28 Million 14.17%
% of portfolio
0.4%
Previous 0.58%

Shares

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

Oct 21, 2024

SELL
$316.8 - $391.12 $33,580 - $41,458
-106 Reduced 2.76%
3,729 $1.46 Million
Q2 2024

Aug 07, 2024

SELL
$321.47 - $379.3 $105,442 - $124,410
-328 Reduced 7.88%
3,835 $1.28 Million
Q1 2024

May 10, 2024

BUY
$278.63 - $366.43 $84,424 - $111,028
303 Added 7.85%
4,163 $1.48 Billion
Q4 2023

May 10, 2024

SELL
$226.05 - $298.12 $73,692 - $97,187
-326 Reduced 7.83%
3,837 $1.13 Billion
Q4 2021

Feb 13, 2024

BUY
$188.94 - $214.25 $729,308 - $827,005
3,860 New
3,860 $1.22 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
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