A detailed history of Cladis Investment Advisory, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 4,214 shares of CAT stock, worth $1.44 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
4,214
Previous 4,222 0.19%
Holding current value
$1.44 Million
Previous $1.25 Million 23.72%
% of portfolio
1.36%
Previous 1.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $2,229 - $2,931
-8 Reduced 0.19%
4,214 $1.54 Million
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $11,302 - $14,906
-50 Reduced 1.17%
4,222 $1.25 Million
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $12,029 - $14,432
-50 Reduced 1.16%
4,272 $1.17 Million
Q2 2023

Aug 11, 2023

SELL
$205.75 - $247.67 $10,287 - $12,383
-50 Reduced 1.14%
4,322 $1.06 Million
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $21,285 - $26,189
-99 Reduced 2.21%
4,372 $1 Million
Q4 2022

Feb 14, 2023

SELL
$171.23 - $243.14 $2,054 - $2,917
-12 Reduced 0.27%
4,471 $1.07 Million
Q3 2022

Nov 17, 2022

BUY
$162.44 - $198.25 $24,366 - $29,737
150 Added 3.46%
4,483 $736,000
Q2 2022

Aug 09, 2022

SELL
$178.67 - $235.08 $26,800 - $35,262
-150 Reduced 3.35%
4,333 $775,000
Q1 2022

May 10, 2022

BUY
$182.83 - $229.87 $219,396 - $275,844
1,200 Added 36.55%
4,483 $999,000
Q4 2021

May 10, 2022

BUY
$188.94 - $214.25 $620,290 - $703,382
3,283 New
3,283 $679,000

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 $180B
  • 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 Cladis Investment Advisory, LLC Portfolio

Follow Cladis Investment Advisory, 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 Cladis Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cladis Investment Advisory, LLC with notifications on news.