Bigelow Investment Advisors, LLC Caterpillar Inc Transaction History

Bigelow Investment Advisors, LLC

$223 Million
Q3 2024

A detailed history of Bigelow Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 1,577 shares of CAT stock, worth $592,636. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,577

Previous 1,547 1.94%

Holding current value

$592,636

Previous $515,000 19.61%

% of portfolio

0.28%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$316.8 - $391.12 $9,504 - $11,733	30 Added 1.94%	1,577 $616,000
Q2 2024 Aug 08, 2024	SELL	$321.47 - $379.3 $1,285 - $1,517	-4 Reduced 0.26%	1,547 $515,000
Q1 2024 May 08, 2024	BUY	$278.63 - $366.43 $6,687 - $8,794	24 Added 1.57%	1,551 $568,000
Q4 2023 Jan 31, 2024	BUY	$226.05 - $298.12 $6,103 - $8,049	27 Added 1.8%	1,527 $451,000
Q2 2023 Jul 25, 2023	BUY	$205.75 - $247.67 $16,254 - $19,565	79 Added 5.56%	1,500 $369,000
Q1 2023 May 09, 2023	SELL	$215.01 - $264.54 $860 - $1,058	-4 Reduced 0.28%	1,421 $325,000
Q4 2022 Jan 26, 2023	SELL	$171.23 - $243.14 $31,848 - $45,224	-186 Reduced 11.55%	1,425 $0
Q3 2022 Nov 10, 2022	BUY	$162.44 - $198.25 $45,320 - $55,311	279 Added 20.95%	1,611 $264,000
Q2 2022 Jul 18, 2022	BUY	$178.67 - $235.08 $40,558 - $53,363	227 Added 20.54%	1,332 $238,000
Q1 2022 Apr 29, 2022	BUY	$182.83 - $229.87 $202,027 - $254,006	1,105 New	1,105 $246,000
Q3 2021 Nov 04, 2021	SELL	$189.84 - $221.66 $192,307 - $224,541	-1,013 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$208.86 - $244.79 $5,221 - $6,119	25 Added 2.53%	1,013 $220,000
Q1 2021 May 06, 2021	SELL	$180.63 - $233.63 $47,866 - $61,911	-265 Reduced 21.15%	988 $229,000
Q4 2020 Feb 12, 2021	BUY	$146.71 - $182.21 $183,827 - $228,309	1,253 New	1,253 $228,000
Q4 2018 Jan 29, 2019	SELL	$112.34 - $158.22 $158,399 - $223,090	-1,410 Closed	0 $0
Q3 2018 Nov 05, 2018	BUY	$132.02 - $156.38 $186,148 - $220,495	1,410 New	1,410 $215,000

Others Institutions Holding CAT

# of Institutions

3,127

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

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...

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Bigelow Investment Advisors, LLC Caterpillar Inc Transaction History