A detailed history of Adviser Investments LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Adviser Investments LLC holds 29,362 shares of CAT stock, worth $11 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
29,362
Previous 30,236 2.89%
Holding current value
$11 Million
Previous $10.1 Million 14.03%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 08, 2024

SELL
$316.8 - $391.12 $276,883 - $341,838
-874 Reduced 2.89%
29,362 $11.5 Million
Q2 2024

Aug 12, 2024

BUY
$321.47 - $379.3 $54,649 - $64,481
170 Added 0.57%
30,236 $10.1 Million
Q1 2024

Apr 29, 2024

SELL
$278.63 - $366.43 $198,941 - $261,631
-714 Reduced 2.32%
30,066 $11 Million
Q4 2023

Feb 01, 2024

BUY
$226.05 - $298.12 $2.09 Million - $2.76 Million
9,257 Added 43.01%
30,780 $9.1 Million
Q3 2023

Oct 11, 2023

BUY
$240.58 - $288.65 $73,858 - $88,615
307 Added 1.45%
21,523 $5.88 Million
Q2 2023

Aug 04, 2023

BUY
$205.75 - $247.67 $3.42 Million - $4.12 Million
16,632 Added 362.83%
21,216 $5.22 Million
Q1 2023

Apr 25, 2023

SELL
$215.01 - $264.54 $2,150 - $2,645
-10 Reduced 0.22%
4,584 $1.05 Million
Q4 2022

Jan 19, 2023

SELL
$171.23 - $243.14 $204,277 - $290,066
-1,193 Reduced 20.62%
4,594 $0
Q3 2022

Oct 14, 2022

BUY
$162.44 - $198.25 $227,903 - $278,144
1,403 Added 32.0%
5,787 $950,000
Q2 2022

Jul 14, 2022

BUY
$178.67 - $235.08 $357 - $470
2 Added 0.05%
4,384 $784,000
Q1 2022

May 04, 2022

BUY
$182.83 - $229.87 $27,790 - $34,940
152 Added 3.59%
4,382 $976,000
Q4 2021

Jan 31, 2022

BUY
$188.94 - $214.25 $4,345 - $4,927
23 Added 0.55%
4,230 $874,000
Q3 2021

Nov 05, 2021

BUY
$189.84 - $221.66 $8,922 - $10,418
47 Added 1.13%
4,207 $808,000
Q2 2021

Jul 09, 2021

BUY
$208.86 - $244.79 $144,113 - $168,905
690 Added 19.88%
4,160 $905,000
Q1 2021

May 05, 2021

BUY
$180.63 - $233.63 $32,694 - $42,287
181 Added 5.5%
3,470 $804,000
Q4 2020

Jan 26, 2021

BUY
$146.71 - $182.21 $10,122 - $12,572
69 Added 2.14%
3,289 $599,000
Q3 2020

Nov 13, 2020

SELL
$125.73 - $153.87 $19,739 - $24,157
-157 Reduced 4.65%
3,220 $480,000
Q2 2020

Aug 03, 2020

BUY
$104.48 - $137.72 $67,494 - $88,967
646 Added 23.65%
3,377 $427,000
Q1 2020

Apr 08, 2020

BUY
$91.85 - $150.53 $183 - $301
2 Added 0.07%
2,731 $317,000
Q4 2019

Feb 07, 2020

BUY
$117.97 - $148.5 $117 - $148
1 Added 0.04%
2,729 $403,000
Q3 2019

Nov 13, 2019

BUY
$113.38 - $139.64 $113 - $139
1 Added 0.04%
2,728 $345,000
Q2 2019

Aug 12, 2019

BUY
$119.81 - $143.36 $119 - $143
1 Added 0.04%
2,727 $372,000
Q1 2019

May 07, 2019

BUY
$121.51 - $141.41 $56,016 - $65,190
461 Added 20.35%
2,726 $369,000
Q4 2018

Jan 25, 2019

BUY
$112.34 - $158.22 $93,916 - $132,271
836 Added 58.5%
2,265 $288,000
Q3 2018

Nov 14, 2018

BUY
$132.02 - $156.38 $264 - $312
2 Added 0.14%
1,429 $218,000
Q2 2018

Aug 02, 2018

BUY
$134.61 - $158.92 $21,537 - $25,427
160 Added 12.63%
1,427 $194,000
Q1 2018

May 14, 2018

SELL
$144.29 - $170.89 $34,629 - $41,013
-240 Reduced 15.93%
1,267 $187,000
Q4 2017

Feb 12, 2018

BUY
$124.72 - $158.42 $187,953 - $238,738
1,507
1,507 $238,000

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 $198B
  • 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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