A detailed history of Advisor Os, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Advisor Os, LLC holds 3,468 shares of CAT stock, worth $1.38 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,468
Previous 3,361 3.18%
Holding current value
$1.38 Million
Previous $1.12 Million 21.18%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 04, 2024

BUY
$316.8 - $391.12 $33,897 - $41,849
107 Added 3.18%
3,468 $1.36 Million
Q2 2024

Aug 05, 2024

SELL
$321.47 - $379.3 $49,506 - $58,412
-154 Reduced 4.38%
3,361 $1.12 Million
Q1 2024

May 08, 2024

BUY
$278.63 - $366.43 $375,871 - $494,314
1,349 Added 62.28%
3,515 $1.29 Million
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $190,334 - $251,017
842 Added 63.6%
2,166 $640,000
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $44,026 - $52,822
183 Added 16.04%
1,324 $361,000
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $31,891 - $38,388
155 Added 15.72%
1,141 $280,000
Q1 2023

Apr 24, 2023

BUY
$215.01 - $264.54 $211,999 - $260,836
986 New
986 $225,000
Q4 2021

Feb 04, 2022

SELL
$188.94 - $214.25 $228,428 - $259,028
-1,209 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$208.86 - $244.79 $208 - $244
1 Added 0.08%
1,209 $263,000
Q1 2021

May 13, 2021

BUY
$180.63 - $233.63 $218,201 - $282,225
1,208 New
1,208 $280,000

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 $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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