A detailed history of Alera Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 1,642 shares of CAT stock, worth $617,063. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,642
Previous 1,616 1.61%
Holding current value
$617,063
Previous $538,000 19.33%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $8,236 - $10,169
26 Added 1.61%
1,642 $642,000
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $111,228 - $131,237
346 Added 27.24%
1,616 $538,000
Q1 2024

May 10, 2024

SELL
$278.63 - $366.43 $212,037 - $278,853
-761 Reduced 37.47%
1,270 $465,000
Q4 2023

Jan 23, 2024

SELL
$226.05 - $298.12 $183,100 - $241,477
-810 Reduced 28.51%
2,031 $600,000
Q3 2023

Oct 11, 2023

SELL
$240.58 - $288.65 $93,585 - $112,284
-389 Reduced 12.04%
2,841 $775,000
Q2 2023

Jul 26, 2023

BUY
$205.75 - $247.67 $27,159 - $32,692
132 Added 4.26%
3,230 $794,000
Q1 2023

May 01, 2023

BUY
$215.01 - $264.54 $9,460 - $11,639
44 Added 1.44%
3,098 $708,000
Q4 2022

Feb 02, 2023

BUY
$171.23 - $243.14 $201,537 - $286,175
1,177 Added 62.71%
3,054 $731,000
Q3 2022

Nov 09, 2022

BUY
$162.44 - $198.25 $87,717 - $107,055
540 Added 40.39%
1,877 $308,000
Q2 2022

Aug 08, 2022

BUY
$178.67 - $235.08 $238,881 - $314,301
1,337 New
1,337 $239,000
Q2 2019

Aug 07, 2019

SELL
$119.81 - $143.36 $30,551 - $36,556
-255 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$121.51 - $141.41 $5,953 - $6,929
49 Added 23.79%
255 $35,000
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $23,142 - $32,593
206 New
206 $26,000

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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