A detailed history of Brendel Financial Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 9,894 shares of CAT stock, worth $3.83 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
9,894
Previous 9,444 4.76%
Holding current value
$3.83 Million
Previous $3.15 Million 23.01%
% of portfolio
2.19%
Previous 2.0%

Shares

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

Oct 09, 2024

BUY
$316.8 - $391.12 $142,560 - $176,004
450 Added 4.76%
9,894 $3.87 Million
Q2 2024

Jul 15, 2024

BUY
$321.47 - $379.3 $3.04 Million - $3.58 Million
9,444 New
9,444 $3.15 Million
Q1 2023

Apr 06, 2023

BUY
$215.01 - $264.54 $2.93 Million - $3.61 Million
13,641 New
13,641 $3.12 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 $204B
  • 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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