A detailed history of Aull & Monroe Investment Management Corp transactions in Caterpillar Inc stock. As of the latest transaction made, Aull & Monroe Investment Management Corp holds 22,854 shares of CAT stock, worth $8.59 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares
22,854
Previous 23,471 2.63%
Holding current value
$8.59 Million
Previous $7.82 Million 14.33%
% of portfolio
4.2%
Previous 3.86%

Shares

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

Oct 31, 2024

SELL
$316.8 - $391.12 $195,465 - $241,321
-617 Reduced 2.63%
22,854 $8.94 Million
Q2 2024

Jul 19, 2024

SELL
$321.47 - $379.3 $289,323 - $341,370
-900 Reduced 3.69%
23,471 $7.82 Million
Q1 2024

May 06, 2024

BUY
$278.63 - $366.43 $61,298 - $80,614
220 Added 0.91%
24,371 $8.93 Million
Q4 2023

Jan 25, 2024

SELL
$226.05 - $298.12 $18,762 - $24,743
-83 Reduced 0.34%
24,151 $7.14 Million
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $48,116 - $57,729
-200 Reduced 0.82%
24,234 $6.62 Million
Q2 2023

Jul 24, 2023

SELL
$205.75 - $247.67 $2,469 - $2,972
-12 Reduced 0.05%
24,434 $6.01 Million
Q1 2023

May 12, 2023

SELL
$215.01 - $264.54 $150,291 - $184,913
-699 Reduced 2.78%
24,446 $5.59 Million
Q4 2022

Feb 07, 2023

SELL
$171.23 - $243.14 $56,505 - $80,236
-330 Reduced 1.3%
25,145 $6.02 Million
Q2 2022

Aug 08, 2022

SELL
$178.67 - $235.08 $13,221 - $17,395
-74 Reduced 0.29%
25,475 $4.55 Million
Q1 2022

May 02, 2022

SELL
$182.83 - $229.87 $68,561 - $86,201
-375 Reduced 1.45%
25,549 $5.69 Million
Q4 2021

Feb 02, 2022

SELL
$188.94 - $214.25 $89,746 - $101,768
-475 Reduced 1.8%
25,924 $5.36 Million
Q3 2021

Oct 26, 2021

SELL
$189.84 - $221.66 $18,794 - $21,944
-99 Reduced 0.37%
26,399 $5.07 Million
Q2 2021

Jul 28, 2021

SELL
$208.86 - $244.79 $41,772 - $48,958
-200 Reduced 0.75%
26,498 $5.77 Million
Q1 2021

Apr 19, 2021

SELL
$180.63 - $233.63 $126,441 - $163,541
-700 Reduced 2.55%
26,698 $6.19 Million
Q4 2020

Feb 02, 2021

SELL
$146.71 - $182.21 $7,188 - $8,928
-49 Reduced 0.18%
27,398 $4.99 Million
Q3 2020

Nov 02, 2020

SELL
$125.73 - $153.87 $53,435 - $65,394
-425 Reduced 1.52%
27,447 $4.09 Million
Q2 2020

Jul 28, 2020

SELL
$104.48 - $137.72 $193,288 - $254,782
-1,850 Reduced 6.22%
27,872 $3.53 Million
Q1 2020

Apr 22, 2020

SELL
$91.85 - $150.53 $77,980 - $127,799
-849 Reduced 2.78%
29,722 $3.45 Million
Q4 2019

Feb 04, 2020

BUY
$117.97 - $148.5 $3,775 - $4,752
32 Added 0.1%
30,571 $4.52 Million
Q3 2019

Oct 30, 2019

SELL
$113.38 - $139.64 $13,265 - $16,337
-117 Reduced 0.38%
30,539 $3.86 Million
Q2 2019

Jul 29, 2019

SELL
$119.81 - $143.36 $32,348 - $38,707
-270 Reduced 0.87%
30,656 $4.18 Million
Q1 2019

Apr 18, 2019

SELL
$121.51 - $141.41 $246,057 - $286,355
-2,025 Reduced 6.15%
30,926 $4.19 Million
Q4 2018

Feb 13, 2019

SELL
$112.34 - $158.22 $151,546 - $213,438
-1,349 Reduced 3.93%
32,951 $4.19 Million
Q3 2018

Oct 31, 2018

BUY
$132.02 - $156.38 $13,202 - $15,638
100 Added 0.29%
34,300 $5.23 Million
Q2 2018

Jul 24, 2018

SELL
$134.61 - $158.92 $39,575 - $46,722
-294 Reduced 0.85%
34,200 $4.64 Million
Q1 2018

May 10, 2018

SELL
$144.29 - $170.89 $39,679 - $46,994
-275 Reduced 0.79%
34,494 $5.08 Million
Q4 2017

Jan 29, 2018

SELL
$124.72 - $158.42 $162,011 - $205,787
-1,299 Reduced 3.6%
34,769 $5.48 Million
Q3 2017

Oct 26, 2017

SELL
$112.85 - $125.23 $33,855 - $37,569
-300 Reduced 0.82%
36,068 $4.5 Million
Q2 2017

Aug 14, 2017

BUY
N/A
36,368
36,368 $3.91 Million

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
Track This Portfolio

Track Aull & Monroe Investment Management Corp Portfolio

Follow Aull & Monroe Investment Management Corp 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 Aull & Monroe Investment Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aull & Monroe Investment Management Corp with notifications on news.