A detailed history of Cardiff Park Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 4,236 shares of CAT stock, worth $1.55 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,236
Previous 4,221 0.36%
Holding current value
$1.55 Million
Previous $1.41 Million 17.78%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $4,752 - $5,866
15 Added 0.36%
4,236 $1.66 Million
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $4,179 - $4,930
13 Added 0.31%
4,221 $1.41 Million
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $4,179 - $5,496
15 Added 0.36%
4,208 $1.54 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $229,214 - $302,293
1,014 Added 31.9%
4,193 $1.24 Million
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $2,886 - $3,463
12 Added 0.38%
3,179 $867,000
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $3,086 - $3,715
15 Added 0.48%
3,167 $779,000
Q1 2023

May 15, 2023

BUY
$215.01 - $264.54 $2,580 - $3,174
12 Added 0.38%
3,152 $721,000
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $1,883 - $2,674
11 Added 0.35%
3,140 $752,000
Q3 2022

Nov 08, 2022

SELL
$162.44 - $198.25 $8,771 - $10,705
-54 Reduced 1.7%
3,129 $513,000
Q2 2022

Aug 15, 2022

SELL
$178.67 - $235.08 $15,186 - $19,981
-85 Reduced 2.6%
3,183 $569,000
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $15,357 - $19,309
84 Added 2.64%
3,268 $728,000
Q4 2021

Feb 15, 2022

BUY
$188.94 - $214.25 $601,584 - $682,172
3,184 New
3,184 $658,000

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
Track This Portfolio

Track Cardiff Park Advisors, LLC Portfolio

Follow Cardiff Park Advisors, 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 Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.