Appleton Partners Inc Caterpillar Inc Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Appleton Partners Inc holds 1,641 shares of CAT stock, worth $669,872. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,641

Previous 1,825 10.08%

Holding current value

$669,872

Previous $608,000 5.59%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	SELL	$316.8 - $391.12 $58,291 - $71,966	-184 Reduced 10.08%	1,641 $642,000
Q2 2024 Jul 02, 2024	SELL	$321.47 - $379.3 $22,502 - $26,551	-70 Reduced 3.69%	1,825 $608,000
Q1 2024 Apr 01, 2024	SELL	$278.63 - $366.43 $210,922 - $277,387	-757 Reduced 28.54%	1,895 $694,000
Q3 2023 Oct 03, 2023	SELL	$240.58 - $288.65 $7,939 - $9,525	-33 Reduced 1.23%	2,652 $724,000
Q1 2023 Apr 10, 2023	BUY	$215.01 - $264.54 $172,008 - $211,632	800 Added 42.44%	2,685 $614,000
Q4 2022 Jan 19, 2023	SELL	$171.23 - $243.14 $1,712 - $2,431	-10 Reduced 0.53%	1,885 $452,000
Q3 2022 Oct 27, 2022	SELL	$162.44 - $198.25 $7,472 - $9,119	-46 Reduced 2.37%	1,895 $311,000
Q2 2022 Jul 08, 2022	SELL	$178.67 - $235.08 $893 - $1,175	-5 Reduced 0.26%	1,941 $347,000
Q1 2022 Apr 05, 2022	SELL	$182.83 - $229.87 $21,756 - $27,354	-119 Reduced 5.76%	1,946 $434,000
Q4 2021 Feb 03, 2022	SELL	$188.94 - $214.25 $66,317 - $75,201	-351 Reduced 14.53%	2,065 $427,000
Q3 2021 Oct 14, 2021	BUY	$189.84 - $221.66 $105,930 - $123,686	558 Added 30.03%	2,416 $464,000
Q2 2021 Jul 07, 2021	BUY	$208.86 - $244.79 $106,936 - $125,332	512 Added 38.04%	1,858 $404,000
Q1 2021 Apr 19, 2021	SELL	$180.63 - $233.63 $1,806 - $2,336	-10 Reduced 0.74%	1,346 $312,000
Q4 2020 Jan 19, 2021	BUY	$146.71 - $182.21 $198,938 - $247,076	1,356 New	1,356 $247,000
Q1 2020 May 04, 2020	SELL	$91.85 - $150.53 $214,561 - $351,638	-2,336 Closed	0 $0
Q4 2019 Jan 13, 2020	SELL	$117.97 - $148.5 $1,769 - $2,227	-15 Reduced 0.64%	2,336 $345,000
Q3 2019 Nov 04, 2019	BUY	$113.38 - $139.64 $6,235 - $7,680	55 Added 2.4%	2,351 $297,000
Q2 2019 Jul 25, 2019	SELL	$119.81 - $143.36 $31,510 - $37,703	-263 Reduced 10.28%	2,296 $313,000
Q1 2019 Apr 17, 2019	SELL	$121.51 - $141.41 $8,627 - $10,040	-71 Reduced 2.7%	2,559 $347,000
Q4 2018 Jan 17, 2019	SELL	$112.34 - $158.22 $81,446 - $114,709	-725 Reduced 21.61%	2,630 $334,000
Q3 2018 Oct 09, 2018	BUY	$132.02 - $156.38 $24,555 - $29,086	186 Added 5.87%	3,355 $512,000
Q2 2018 Aug 08, 2018	BUY	$134.61 - $158.92 $19,922 - $23,520	148 Added 4.9%	3,169 $430,000
Q1 2018 Apr 11, 2018	BUY	$144.29 - $170.89 $15,006 - $17,772	104 Added 3.57%	3,021 $445,000
Q4 2017 Jan 12, 2018	BUY	$124.72 - $158.42 $15,839 - $20,119	127 Added 4.55%	2,917 $460,000
Q3 2017 Oct 12, 2017	BUY	$112.85 - $125.23 $314,851 - $349,391	2,790	2,790 $348,000

Others Institutions Holding CAT

# of Institutions

3,061

Shares Held

342M

Call Options Held

8.27M

Put Options Held

8.38M

View Full List

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...

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Appleton Partners Inc Caterpillar Inc Transaction History