A detailed history of Checchi Capital Advisers, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Checchi Capital Advisers, LLC holds 6,188 shares of CAT stock, worth $2.46 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,188
Previous 6,223 0.56%
Holding current value
$2.46 Million
Previous $2.28 Million 9.61%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jul 26, 2024

SELL
$321.47 - $379.3 $11,251 - $13,275
-35 Reduced 0.56%
6,188 $2.06 Million
Q1 2024

Apr 25, 2024

BUY
$278.63 - $366.43 $23,962 - $31,512
86 Added 1.4%
6,223 $2.28 Million
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $38,880 - $51,276
172 Added 2.88%
6,137 $1.81 Million
Q3 2023

Nov 09, 2023

SELL
$240.58 - $288.65 $11,066 - $13,277
-46 Reduced 0.77%
5,965 $1.63 Million
Q2 2023

Aug 09, 2023

BUY
$205.75 - $247.67 $20,369 - $24,519
99 Added 1.67%
6,011 $1.48 Million
Q1 2023

May 05, 2023

BUY
$215.01 - $264.54 $54,612 - $67,193
254 Added 4.49%
5,912 $1.35 Million
Q4 2022

Feb 10, 2023

SELL
$171.23 - $243.14 $2,397 - $3,403
-14 Reduced 0.25%
5,658 $1.36 Million
Q3 2022

Nov 09, 2022

SELL
$162.44 - $198.25 $9,096 - $11,102
-56 Reduced 0.98%
5,672 $931,000
Q2 2022

Aug 11, 2022

SELL
$178.67 - $235.08 $44,846 - $59,005
-251 Reduced 4.2%
5,728 $1.14 Million
Q1 2022

May 09, 2022

BUY
$182.83 - $229.87 $104,213 - $131,025
570 Added 10.54%
5,979 $1.33 Million
Q4 2021

Feb 09, 2022

BUY
$188.94 - $214.25 $13,225 - $14,997
70 Added 1.31%
5,409 $1.12 Million
Q3 2021

Nov 09, 2021

SELL
$189.84 - $221.66 $189 - $221
-1 Reduced 0.02%
5,339 $1.03 Million
Q2 2021

Aug 06, 2021

SELL
$208.86 - $244.79 $23,810 - $27,906
-114 Reduced 2.09%
5,340 $1.16 Million
Q1 2021

May 10, 2021

SELL
$180.63 - $233.63 $57,982 - $74,995
-321 Reduced 5.56%
5,454 $1.27 Million
Q4 2020

Feb 12, 2021

BUY
$146.71 - $182.21 $38,731 - $48,103
264 Added 4.79%
5,775 $1.05 Million
Q3 2020

Nov 10, 2020

SELL
$125.73 - $153.87 $10,938 - $13,386
-87 Reduced 1.55%
5,511 $822,000
Q2 2020

Aug 12, 2020

BUY
$104.48 - $137.72 $22,567 - $29,747
216 Added 4.01%
5,598 $708,000
Q1 2020

May 07, 2020

BUY
$91.85 - $150.53 $23,972 - $39,288
261 Added 5.1%
5,382 $625,000
Q4 2019

Feb 07, 2020

BUY
$117.97 - $148.5 $5,544 - $6,979
47 Added 0.93%
5,121 $756,000
Q3 2019

Nov 06, 2019

SELL
$113.38 - $139.64 $14,739 - $18,153
-130 Reduced 2.5%
5,074 $641,000
Q2 2019

Aug 06, 2019

BUY
$119.81 - $143.36 $5,870 - $7,024
49 Added 0.95%
5,204 $709,000
Q1 2019

May 09, 2019

SELL
$121.51 - $141.41 $15,674 - $18,241
-129 Reduced 2.44%
5,155 $699,000
Q4 2018

Feb 07, 2019

SELL
$112.34 - $158.22 $78,413 - $110,437
-698 Reduced 11.67%
5,284 $671,000
Q3 2018

Oct 29, 2018

BUY
$132.02 - $156.38 $70,894 - $83,976
537 Added 9.86%
5,982 $912,000
Q2 2018

Aug 06, 2018

BUY
$134.61 - $158.92 $13,326 - $15,733
99 Added 1.85%
5,445 $739,000
Q1 2018

May 01, 2018

SELL
$144.29 - $170.89 $82,533 - $97,749
-572 Reduced 9.67%
5,346 $788,000
Q4 2017

Feb 02, 2018

BUY
$124.72 - $158.42 $95,410 - $121,191
765 Added 14.85%
5,918 $933,000
Q3 2017

Nov 02, 2017

BUY
$112.85 - $125.23 $581,516 - $645,310
5,153
5,153 $643,000

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 $210B
  • 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 Checchi Capital Advisers, LLC Portfolio

Follow Checchi Capital Advisers, 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 Checchi Capital Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Checchi Capital Advisers, LLC with notifications on news.