A detailed history of Beaumont Financial Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 1,311 shares of CAT stock, worth $512,391. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,311
Previous 1,258 4.21%
Holding current value
$512,391
Previous $225,000 4.44%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $8,609 - $10,507
53 Added 4.21%
1,311 $215,000
Q2 2022

Aug 04, 2022

BUY
$178.67 - $235.08 $1,250 - $1,645
7 Added 0.56%
1,258 $225,000
Q1 2022

May 09, 2022

BUY
$182.83 - $229.87 $2,193 - $2,758
12 Added 0.97%
1,251 $279,000
Q3 2021

Nov 12, 2021

SELL
$189.84 - $221.66 $1,898 - $2,216
-10 Reduced 0.8%
1,239 $238,000
Q2 2021

Aug 04, 2021

BUY
$208.86 - $244.79 $2,088 - $2,447
10 Added 0.81%
1,249 $271,000
Q1 2021

May 04, 2021

BUY
$180.63 - $233.63 $2,167 - $2,803
12 Added 0.98%
1,239 $287,000
Q4 2020

Feb 08, 2021

BUY
$146.71 - $182.21 $180,013 - $223,571
1,227 New
1,227 $223,000
Q3 2019

Nov 06, 2019

SELL
$113.38 - $139.64 $193,539 - $238,365
-1,707 Closed
0 $0
Q2 2019

Aug 06, 2019

BUY
$119.81 - $143.36 $204,515 - $244,715
1,707 New
1,707 $233,000

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 $206B
  • 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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