A detailed history of Broadleaf Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Broadleaf Partners, LLC holds 760 shares of CAT stock, worth $264,449. This represents 0.06% of its overall portfolio holdings.

Number of Shares
760
Previous 760 -0.0%
Holding current value
$264,449
Previous $278,000 8.99%
% of portfolio
0.06%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $182,840 - $219,373
760 New
760 $207,000
Q4 2018

Jan 15, 2019

SELL
$112.34 - $158.22 $1.03 Million - $1.46 Million
-9,204 Closed
0 $0
Q3 2018

Oct 12, 2018

SELL
$132.02 - $156.38 $1.63 Million - $1.93 Million
-12,329 Reduced 57.26%
9,204 $1.4 Million
Q2 2018

Aug 07, 2018

SELL
$134.61 - $158.92 $2.9 Million - $3.42 Million
-21,533 Reduced 50.0%
21,533 $2.92 Million
Q2 2018

Jul 17, 2018

BUY
$134.61 - $158.92 $3.49 Million - $4.12 Million
25,918 Added 151.14%
43,066 $5.84 Million
Q1 2018

Apr 20, 2018

BUY
$144.29 - $170.89 $18,036 - $21,361
125 Added 0.73%
17,148 $2.53 Million
Q4 2017

Jan 12, 2018

BUY
$124.72 - $158.42 $2.12 Million - $2.7 Million
17,023
17,023 $2.68 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 $184B
  • 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
Track This Portfolio

Track Broadleaf Partners, LLC Portfolio

Follow Broadleaf Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Broadleaf Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Broadleaf Partners, LLC with notifications on news.