A detailed history of Capital Advisors, Ltd. LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 199 shares of CAT stock, worth $80,724. This represents 0.01% of its overall portfolio holdings.

Number of Shares
199
Previous 195 2.05%
Holding current value
$80,724
Previous $65,000 20.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$316.8 - $391.12 $1,267 - $1,564
4 Added 2.05%
199 $78,000
Q2 2024

Jul 25, 2024

BUY
$321.47 - $379.3 $5,143 - $6,068
16 Added 8.94%
195 $65,000
Q1 2024

Apr 18, 2024

BUY
$278.63 - $366.43 $3,622 - $4,763
13 Added 7.83%
179 $66,000
Q2 2023

Jul 26, 2023

SELL
$205.75 - $247.67 $205 - $247
-1 Reduced 0.6%
166 $41,000
Q1 2023

May 03, 2023

BUY
$215.01 - $264.54 $5,160 - $6,348
24 Added 16.78%
167 $38,000
Q4 2022

Feb 07, 2023

BUY
$171.23 - $243.14 $2,397 - $3,403
14 Added 10.85%
143 $34,000
Q3 2022

Nov 09, 2022

BUY
$162.44 - $198.25 $4,873 - $5,947
30 Added 30.3%
129 $21,000
Q2 2022

Aug 05, 2022

SELL
$178.67 - $235.08 $2,680 - $3,526
-15 Reduced 13.16%
99 $18,000
Q1 2022

May 09, 2022

BUY
$182.83 - $229.87 $1,645 - $2,068
9 Added 8.57%
114 $25,000
Q4 2021

Feb 08, 2022

BUY
$188.94 - $214.25 $19,838 - $22,496
105 New
105 $22,000

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 $214B
  • 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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