A detailed history of Apexium Financial, LP transactions in Caterpillar Inc stock. As of the latest transaction made, Apexium Financial, LP holds 1,071 shares of CAT stock, worth $436,785. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,071
Previous 1,000 7.1%
Holding current value
$436,785
Previous $333,000 25.53%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$316.8 - $391.12 $22,492 - $27,769
71 Added 7.1%
1,071 $418,000
Q2 2024

Aug 05, 2024

SELL
$321.47 - $379.3 $24,110 - $28,447
-75 Reduced 6.98%
1,000 $333,000
Q1 2024

Apr 19, 2024

SELL
$278.63 - $366.43 $94,455 - $124,219
-339 Reduced 23.97%
1,075 $393,000
Q4 2023

Feb 08, 2024

BUY
$226.05 - $298.12 $54,252 - $71,548
240 Added 20.44%
1,414 $418,000
Q3 2023

Oct 24, 2023

BUY
$240.58 - $288.65 $240 - $288
1 Added 0.09%
1,174 $320,000
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $40,738 - $49,038
198 Added 20.31%
1,173 $288,000
Q1 2023

May 17, 2023

BUY
$215.01 - $264.54 $6,665 - $8,200
31 Added 3.28%
975 $223,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $161,641 - $229,524
944 New
944 $226,000

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 $215B
  • 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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