A detailed history of Bell Investment Advisors, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 368 shares of CAT stock, worth $143,932. This represents 0.02% of its overall portfolio holdings.

Number of Shares
368
Previous 374 1.6%
Holding current value
$143,932
Previous $137,000 10.95%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$321.47 - $379.3 $1,928 - $2,275
-6 Reduced 1.6%
368 $122,000
Q1 2024

May 08, 2024

BUY
$278.63 - $366.43 $6,687 - $8,794
24 Added 6.86%
374 $137,000
Q4 2023

Feb 14, 2024

SELL
$226.05 - $298.12 $1,582 - $2,086
-7 Reduced 1.96%
350 $103,000
Q3 2023

Nov 08, 2023

SELL
$240.58 - $288.65 $240 - $288
-1 Reduced 0.28%
357 $97,000
Q2 2023

Aug 09, 2023

BUY
$205.75 - $247.67 $1,646 - $1,981
8 Added 2.29%
358 $88,000
Q1 2023

May 10, 2023

SELL
$215.01 - $264.54 $1,505 - $1,851
-7 Reduced 1.96%
350 $80,000
Q4 2022

Feb 08, 2023

BUY
$171.23 - $243.14 $17,636 - $25,043
103 Added 40.55%
357 $85,000
Q3 2022

Nov 09, 2022

SELL
$162.44 - $198.25 $3,736 - $4,559
-23 Reduced 8.3%
254 $42,000
Q2 2022

Aug 12, 2022

BUY
$178.67 - $235.08 $2,322 - $3,056
13 Added 4.92%
277 $50,000
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $10,958 - $12,426
58 Added 28.16%
264 $55,000
Q3 2021

Nov 12, 2021

BUY
$189.84 - $221.66 $39,107 - $45,661
206 New
206 $40,000

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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