A detailed history of Carson Advisory Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Carson Advisory Inc. holds 2,535 shares of CAT stock, worth $931,789. This represents 0.66% of its overall portfolio holdings.

Number of Shares
2,535
Previous 2,461 3.01%
Holding current value
$931,789
Previous $819,000 21.0%
% of portfolio
0.66%
Previous 0.6%

Shares

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

Nov 01, 2024

BUY
$316.8 - $391.12 $23,443 - $28,942
74 Added 3.01%
2,535 $991,000
Q2 2024

Aug 07, 2024

SELL
$321.47 - $379.3 $126,016 - $148,685
-392 Reduced 13.74%
2,461 $819,000
Q1 2024

May 03, 2024

BUY
$278.63 - $366.43 $835 - $1,099
3 Added 0.11%
2,853 $1.05 Million
Q3 2023

Nov 08, 2023

SELL
$240.58 - $288.65 $337,052 - $404,398
-1,401 Reduced 32.96%
2,850 $778,000
Q2 2023

Jul 27, 2023

SELL
$205.75 - $247.67 $2,057 - $2,476
-10 Reduced 0.23%
4,251 $1.05 Million
Q1 2023

May 05, 2023

BUY
$215.01 - $264.54 $916,157 - $1.13 Million
4,261 New
4,261 $975,000

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 $194B
  • 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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