A detailed history of Advisor Group Holdings, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 239,914 shares of CAT stock, worth $86.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
239,914
Previous 246,322 2.6%
Holding current value
$86.3 Million
Previous $82 Million 14.36%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Nov 13, 2024

SELL
$316.8 - $391.12 $2.03 Million - $2.51 Million
-6,408 Reduced 2.6%
239,914 $93.8 Million
Q2 2024

Aug 13, 2024

SELL
$321.47 - $379.3 $12.1 Million - $14.3 Million
-37,749 Reduced 13.29%
246,322 $82 Million
Q1 2024

May 10, 2024

SELL
$278.63 - $366.43 $15 Million - $19.8 Million
-53,925 Reduced 15.95%
284,071 $104 Million
Q4 2023

Feb 12, 2024

SELL
$226.05 - $298.12 $16.4 Million - $21.6 Million
-72,491 Reduced 17.66%
337,996 $99.9 Million
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $17.9 Million - $21.5 Million
74,605 Added 22.21%
410,487 $112 Million
Q2 2023

Aug 21, 2023

SELL
$205.75 - $247.67 $14.4 Million - $17.4 Million
-70,084 Reduced 17.26%
335,882 $82.6 Million
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $18 Million - $21.7 Million
87,695 Added 27.55%
405,966 $99.9 Million
Q1 2023

May 12, 2023

SELL
$215.01 - $264.54 $1.38 Million - $1.69 Million
-6,401 Reduced 1.97%
318,271 $72.8 Million
Q4 2022

Feb 10, 2023

BUY
$171.23 - $243.14 $2.45 Million - $3.48 Million
14,299 Added 4.61%
324,672 $77.8 Million
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $962,132 - $1.17 Million
5,923 Added 1.95%
310,373 $51 Million
Q2 2022

Aug 10, 2022

SELL
$178.67 - $235.08 $623,558 - $820,429
-3,490 Reduced 1.13%
304,450 $54.4 Million
Q1 2022

May 04, 2022

BUY
$182.83 - $229.87 $3.53 Million - $4.44 Million
19,296 Added 6.69%
307,940 $65.1 Million
Q3 2021

Nov 05, 2021

BUY
$189.84 - $221.66 $3.64 Million - $4.25 Million
19,161 Added 7.11%
288,644 $55.5 Million
Q2 2021

Aug 02, 2021

BUY
$208.86 - $244.79 $2.94 Million - $3.45 Million
14,082 Added 5.51%
269,483 $58.7 Million
Q1 2021

May 13, 2021

BUY
$180.63 - $233.63 $3.07 Million - $3.97 Million
16,989 Added 7.13%
255,401 $59.3 Million
Q4 2020

Feb 10, 2021

SELL
$146.71 - $182.21 $1.75 Million - $2.17 Million
-11,934 Reduced 4.77%
238,412 $43.4 Million
Q3 2020

Nov 12, 2020

BUY
$125.73 - $153.87 $401,581 - $491,460
3,194 Added 1.29%
250,346 $37.2 Million
Q2 2020

Aug 14, 2020

SELL
$104.48 - $137.72 $32.6 Million - $43 Million
-312,411 Reduced 55.83%
247,152 $31.3 Million
Q1 2020

May 18, 2020

BUY
$91.85 - $150.53 $51.4 Million - $84.2 Million
559,563 New
559,563 $28.8 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 $190B
  • 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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