A detailed history of Capital Planning Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,661 shares of CAT stock, worth $1.04 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,661
Previous 2,332 14.11%
Holding current value
$1.04 Million
Previous $854,000 3.75%
% of portfolio
0.16%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$321.47 - $379.3 $105,763 - $124,789
329 Added 14.11%
2,661 $886,000
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $7,244 - $9,527
26 Added 1.13%
2,332 $854,000
Q4 2023

Feb 12, 2024

BUY
$226.05 - $298.12 $38,202 - $50,382
169 Added 7.91%
2,306 $681,000
Q3 2023

Oct 30, 2023

SELL
$240.58 - $288.65 $37,289 - $44,740
-155 Reduced 6.76%
2,137 $583,000
Q2 2023

Aug 01, 2023

BUY
$205.75 - $247.67 $35,183 - $42,351
171 Added 8.06%
2,292 $563,000
Q1 2023

May 15, 2023

BUY
$215.01 - $264.54 $2,150 - $2,645
10 Added 0.47%
2,121 $485,000
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $6,335 - $8,996
37 Added 1.78%
2,111 $505,000
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $46,132 - $56,303
-284 Reduced 12.04%
2,074 $340,000
Q2 2022

Aug 10, 2022

BUY
$178.67 - $235.08 $12,864 - $16,925
72 Added 3.15%
2,358 $422,000
Q1 2022

May 10, 2022

BUY
$182.83 - $229.87 $21,939 - $27,584
120 Added 5.54%
2,286 $509,000
Q2 2021

Aug 13, 2021

BUY
$208.86 - $244.79 $206,980 - $242,586
991 Added 84.34%
2,166 $471,000
Q1 2021

Apr 30, 2021

BUY
$180.63 - $233.63 $212,240 - $274,515
1,175 New
1,175 $272,000

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 $206B
  • 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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