A detailed history of Capital Advisors Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Capital Advisors Inc holds 2,908 shares of CAT stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,908
Previous 3,034 4.15%
Holding current value
$1.06 Million
Previous $1.01 Million 12.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 28, 2024

SELL
$316.8 - $391.12 $39,916 - $49,281
-126 Reduced 4.15%
2,908 $1.14 Million
Q2 2024

Jul 31, 2024

BUY
$321.47 - $379.3 $80,046 - $94,445
249 Added 8.94%
3,034 $1.01 Million
Q1 2024

Apr 29, 2024

BUY
$278.63 - $366.43 $57,676 - $75,851
207 Added 8.03%
2,785 $1.02 Million
Q4 2023

Jan 29, 2024

SELL
$226.05 - $298.12 $108,051 - $142,501
-478 Reduced 15.64%
2,578 $762,000
Q3 2023

Oct 24, 2023

BUY
$240.58 - $288.65 $121,492 - $145,768
505 Added 19.8%
3,056 $834,000
Q2 2023

Jul 18, 2023

BUY
$205.75 - $247.67 $55,552 - $66,870
270 Added 11.84%
2,551 $627,000
Q1 2023

Apr 19, 2023

BUY
$215.01 - $264.54 $51,387 - $63,225
239 Added 11.7%
2,281 $521,000
Q4 2022

Jan 17, 2023

SELL
$171.23 - $243.14 $84,930 - $120,597
-496 Reduced 19.54%
2,042 $0
Q3 2022

Oct 17, 2022

BUY
$162.44 - $198.25 $57,828 - $70,577
356 Added 16.32%
2,538 $416,000
Q2 2022

Jul 15, 2022

BUY
$178.67 - $235.08 $46,990 - $61,826
263 Added 13.71%
2,182 $390,000
Q1 2022

May 05, 2022

BUY
$182.83 - $229.87 $44,062 - $55,398
241 Added 14.36%
1,919 $428,000
Q4 2021

Jan 27, 2022

BUY
$188.94 - $214.25 $21,728 - $24,638
115 Added 7.36%
1,678 $346,000
Q3 2021

Oct 25, 2021

BUY
$189.84 - $221.66 $7,783 - $9,088
41 Added 2.69%
1,563 $300,000
Q2 2021

Aug 02, 2021

BUY
$208.86 - $244.79 $64,537 - $75,640
309 Added 25.47%
1,522 $331,000
Q1 2021

May 25, 2021

BUY
$180.63 - $233.63 $9,031 - $11,681
50 Added 4.3%
1,213 $281,000
Q4 2020

Feb 08, 2021

SELL
$146.71 - $182.21 $399,197 - $495,793
-2,721 Reduced 70.06%
1,163 $211,000
Q3 2020

Nov 02, 2020

BUY
$125.73 - $153.87 $5,280 - $6,462
42 Added 1.09%
3,884 $579,000
Q2 2020

Aug 07, 2020

SELL
$104.48 - $137.72 $18.1 Million - $23.9 Million
-173,558 Reduced 97.83%
3,842 $516,000
Q1 2020

May 21, 2020

BUY
$91.85 - $150.53 $7 Million - $11.5 Million
76,172 Added 75.25%
177,400 $20.6 Million
Q4 2019

Feb 04, 2020

BUY
$117.97 - $148.5 $1.85 Million - $2.33 Million
15,707 Added 18.37%
101,228 $14.9 Million
Q2 2019

Aug 07, 2019

BUY
$119.81 - $143.36 $9.92 Million - $11.9 Million
82,825 Added 3072.14%
85,521 $0
Q1 2019

May 10, 2019

SELL
$121.51 - $141.41 $107,293 - $124,865
-883 Reduced 24.67%
2,696 $0
Q4 2018

Feb 06, 2019

BUY
$112.34 - $158.22 $91,781 - $129,265
817 Added 29.58%
3,579 $454,000
Q1 2018

May 04, 2018

SELL
$144.29 - $170.89 $14,140 - $16,747
-98 Reduced 3.43%
2,762 $0
Q4 2017

Jan 29, 2018

BUY
$124.72 - $158.42 $12,472 - $15,841
100 Added 3.62%
2,860 $451,000
Q3 2017

Nov 14, 2017

SELL
$112.85 - $125.23 $11,285 - $12,523
-100 Reduced 3.5%
2,760 $344,000
Q2 2017

Aug 09, 2017

BUY
N/A
2,860
2,860 $307,000

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 $193B
  • 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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