A detailed history of Alan B. Lancz & Associates, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Alan B. Lancz & Associates, Inc. holds 1,450 shares of CAT stock, worth $486,605. This represents 0.45% of its overall portfolio holdings.

Number of Shares
1,450
Previous 1,772 18.17%
Holding current value
$486,605
Previous $483,000 11.39%
% of portfolio
0.45%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$226.05 - $298.12 $72,788 - $95,994
-322 Reduced 18.17%
1,450 $428,000
Q2 2022

Aug 11, 2022

SELL
$178.67 - $235.08 $128,642 - $169,257
-720 Reduced 28.89%
1,772 $351,000
Q1 2022

May 12, 2022

BUY
$182.83 - $229.87 $36,566 - $45,974
200 Added 8.73%
2,492 $555,000
Q4 2021

Feb 09, 2022

BUY
$188.94 - $214.25 $433,050 - $491,061
2,292 New
2,292 $474,000

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 $177B
  • 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 Alan B. Lancz & Associates, Inc. Portfolio

Follow Alan B. Lancz & Associates, 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 Alan B. Lancz & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Alan B. Lancz & Associates, Inc. with notifications on news.