A detailed history of Convergence Financial, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Convergence Financial, LLC holds 821 shares of CAT stock, worth $300,518. This represents 0.07% of its overall portfolio holdings.

Number of Shares
821
Previous 962 14.66%
Holding current value
$300,518
Previous $320 Million 0.24%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 23, 2024

SELL
$316.8 - $391.12 $44,668 - $55,147
-141 Reduced 14.66%
821 $321 Million
Q2 2024

Oct 23, 2024

BUY
$321.47 - $379.3 $309,254 - $364,886
962 New
962 $320 Million
Q4 2023

Oct 23, 2024

SELL
$226.05 - $298.12 $215,425 - $284,108
-953 Closed
0 $0
Q3 2023

Oct 23, 2024

BUY
$240.58 - $288.65 $229,272 - $275,083
953 New
953 $260 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 Convergence Financial, LLC Portfolio

Follow Convergence Financial, 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 Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.