A detailed history of Beese Fulmer Investment Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 16,156 shares of CAT stock, worth $6.29 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
16,156
Previous 16,484 1.99%
Holding current value
$6.29 Million
Previous $5.49 Million 15.08%
% of portfolio
0.55%
Previous 0.51%

Shares

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

Oct 22, 2024

SELL
$316.8 - $391.12 $103,910 - $128,287
-328 Reduced 1.99%
16,156 $6.32 Million
Q2 2024

Jul 03, 2024

SELL
$321.47 - $379.3 $36,647 - $43,240
-114 Reduced 0.69%
16,484 $5.49 Million
Q1 2024

Apr 08, 2024

SELL
$278.63 - $366.43 $234,327 - $308,167
-841 Reduced 4.82%
16,598 $6.08 Million
Q4 2023

Jan 09, 2024

SELL
$226.05 - $298.12 $72,336 - $95,398
-320 Reduced 1.8%
17,439 $5.16 Million
Q3 2023

Oct 10, 2023

SELL
$240.58 - $288.65 $481 - $577
-2 Reduced 0.01%
17,759 $4.85 Million
Q2 2023

Jul 11, 2023

SELL
$205.75 - $247.67 $60,696 - $73,062
-295 Reduced 1.63%
17,761 $4.37 Million
Q1 2023

Apr 11, 2023

BUY
$215.01 - $264.54 $59,772 - $73,542
278 Added 1.56%
18,056 $4.13 Million
Q4 2022

Jan 17, 2023

SELL
$171.23 - $243.14 $29,622 - $42,063
-173 Reduced 0.96%
17,778 $0
Q3 2022

Oct 06, 2022

SELL
$162.44 - $198.25 $62,052 - $75,731
-382 Reduced 2.08%
17,951 $2.95 Million
Q2 2022

Jul 11, 2022

SELL
$178.67 - $235.08 $147,224 - $193,705
-824 Reduced 4.3%
18,333 $3.28 Million
Q1 2022

Apr 12, 2022

SELL
$182.83 - $229.87 $125,787 - $158,150
-688 Reduced 3.47%
19,157 $4.27 Million
Q4 2021

Jan 10, 2022

BUY
$188.94 - $214.25 $81,055 - $91,913
429 Added 2.21%
19,845 $4.1 Million
Q3 2021

Oct 08, 2021

SELL
$189.84 - $221.66 $14,048 - $16,402
-74 Reduced 0.38%
19,416 $3.73 Million
Q2 2021

Jul 08, 2021

SELL
$208.86 - $244.79 $52,006 - $60,952
-249 Reduced 1.26%
19,490 $4.24 Million
Q1 2021

Apr 23, 2021

SELL
$180.63 - $233.63 $100,430 - $129,898
-556 Reduced 2.74%
19,739 $4.58 Million
Q4 2020

Jan 20, 2021

SELL
$146.71 - $182.21 $2,787 - $3,461
-19 Reduced 0.09%
20,295 $3.69 Million
Q3 2020

Oct 08, 2020

SELL
$125.73 - $153.87 $125,855 - $154,023
-1,001 Reduced 4.7%
20,314 $3.03 Million
Q2 2020

Jul 17, 2020

SELL
$104.48 - $137.72 $101,659 - $134,001
-973 Reduced 4.37%
21,315 $2.7 Million
Q1 2020

Apr 09, 2020

SELL
$91.85 - $150.53 $9,001 - $14,751
-98 Reduced 0.44%
22,288 $2.59 Million
Q4 2019

Feb 05, 2020

BUY
$117.97 - $148.5 $21,352 - $26,878
181 Added 0.82%
22,386 $3.31 Million
Q3 2019

Nov 01, 2019

BUY
$113.38 - $139.64 $2.19 Million - $2.69 Million
19,286 Added 660.71%
22,205 $2.81 Million
Q2 2019

Jul 05, 2019

BUY
$119.81 - $143.36 $2,396 - $2,867
20 Added 0.69%
2,919 $398,000
Q1 2019

Apr 05, 2019

SELL
$121.51 - $141.41 $3,037 - $3,535
-25 Reduced 0.85%
2,899 $393,000
Q3 2018

Oct 09, 2018

BUY
$132.02 - $156.38 $13,202 - $15,638
100 Added 3.54%
2,924 $446,000
Q3 2017

Oct 17, 2017

BUY
$112.85 - $125.23 $318,688 - $353,649
2,824
2,824 $352,000

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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