A detailed history of Bright Financial Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 815 shares of CAT stock, worth $298,322. This represents 0.2% of its overall portfolio holdings.

Number of Shares
815
Previous 692 17.77%
Holding current value
$298,322
Previous $230 Million 38.3%
% of portfolio
0.2%
Previous 0.16%

Shares

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

Oct 10, 2024

BUY
$316.8 - $391.12 $38,966 - $48,107
123 Added 17.77%
815 $319 Million
Q1 2024

May 09, 2024

BUY
$278.63 - $366.43 $192,811 - $253,569
692 New
692 $232 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 $193B
  • 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 Bright Financial Advisors, Inc. Portfolio

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

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.