Choate Investment Advisors Caterpillar Inc Transaction History

Choate Investment Advisors

  • $3.89 Billion
  • Q3 2024

A detailed history of Choate Investment Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Choate Investment Advisors holds 8,151 shares of CAT stock, worth $3.24 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,151
Previous 8,319 2.02%
Holding current value
$3.24 Million
Previous $2.77 Million 15.05%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 13, 2024
SELL
$316.8 - $391.12 $53,222 - $65,708
-168 Reduced 2.02%
8,151 $3.19 Million
Q2 2024

Aug 08, 2024
SELL
$321.47 - $379.3 $128,909 - $152,099
-401 Reduced 4.6%
8,319 $2.77 Million
Q1 2024

May 07, 2024
BUY
$278.63 - $366.43 $738,090 - $970,673
2,649 Added 43.63%
8,720 $3.2 Million
Q4 2023

Feb 14, 2024
BUY
$226.05 - $298.12 $71,431 - $94,205
316 Added 5.49%
6,071 $1.8 Million
Q3 2023

Oct 30, 2023
BUY
$240.58 - $288.65 $234,084 - $280,856
973 Added 20.35%
5,755 $1.57 Million
Q2 2023

Aug 01, 2023
BUY
$205.75 - $247.67 $74,070 - $89,161
360 Added 8.14%
4,782 $1.18 Million
Q4 2022

Feb 14, 2023
SELL
$171.23 - $243.14 $8,561 - $12,157
-50 Reduced 1.12%
4,422 $1.06 Million
Q1 2022

Apr 29, 2022
SELL
$182.83 - $229.87 $207,512 - $260,902
-1,135 Reduced 20.24%
4,472 $996,000
Q3 2021

Nov 04, 2021
BUY
$189.84 - $221.66 $161,364 - $188,411
850 Added 17.87%
5,607 $1.08 Million
Q2 2021

Jul 30, 2021
BUY
$208.86 - $244.79 $387,853 - $454,575
1,857 Added 64.03%
4,757 $1.04 Million
Q1 2021

May 07, 2021
SELL
$180.63 - $233.63 $121,925 - $157,700
-675 Reduced 18.88%
2,900 $673,000
Q4 2020

Feb 08, 2021
BUY
$146.71 - $182.21 $4,401 - $5,466
30 Added 0.85%
3,575 $651,000
Q2 2020

Jul 23, 2020
SELL
$104.48 - $137.72 $5,224 - $6,886
-50 Reduced 1.39%
3,545 $448,000
Q1 2020

May 07, 2020
BUY
$91.85 - $150.53 $61,998 - $101,607
675 Added 23.12%
3,595 $417,000
Q3 2019

Nov 13, 2019
BUY
$113.38 - $139.64 $5,669 - $6,981
50 Added 1.74%
2,920 $369,000
Q2 2019

Aug 14, 2019
SELL
$119.81 - $143.36 $5,990 - $7,168
-50 Reduced 1.71%
2,870 $391,000
Q1 2019

Apr 29, 2019
BUY
$121.51 - $141.41 $42,528 - $49,493
350 Added 13.62%
2,920 $396,000
Q4 2018

Feb 14, 2019
SELL
$112.34 - $158.22 $48,867 - $68,825
-435 Reduced 14.48%
2,570 $327,000
Q3 2018

Nov 14, 2018
BUY
$132.02 - $156.38 $52,808 - $62,552
400 Added 15.36%
3,005 $458,000
Q2 2018

Jul 30, 2018
SELL
$134.61 - $158.92 $16,960 - $20,023
-126 Reduced 4.61%
2,605 $353,000
Q1 2018

May 04, 2018
BUY
$144.29 - $170.89 $43,287 - $51,266
300 Added 12.34%
2,731 $0
Q3 2017

Nov 14, 2017
BUY
$112.85 - $125.23 $274,338 - $304,434
2,431
2,431 $0

Others Institutions Holding CAT

# of Institutions
3,121
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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
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