A detailed history of Claris Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Claris Advisors, LLC holds 2,525 shares of CAT stock, worth $924,251. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,525
Previous 2,432 3.82%
Holding current value
$924,251
Previous $810,000 21.85%
% of portfolio
0.5%
Previous 0.49%

Shares

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

Oct 31, 2024

BUY
$316.8 - $391.12 $29,462 - $36,374
93 Added 3.82%
2,525 $987,000
Q2 2024

Aug 01, 2024

BUY
$321.47 - $379.3 $7,072 - $8,344
22 Added 0.91%
2,432 $810,000
Q1 2024

Apr 25, 2024

BUY
$278.63 - $366.43 $26,191 - $34,444
94 Added 4.06%
2,410 $883,000
Q1 2023

May 05, 2023

SELL
$215.01 - $264.54 $37,626 - $46,294
-175 Reduced 7.03%
2,316 $529,000
Q4 2022

Feb 10, 2023

BUY
$171.23 - $243.14 $2,054 - $2,917
12 Added 0.48%
2,491 $596,000
Q4 2021

Jan 28, 2022

BUY
$188.94 - $214.25 $468,382 - $531,125
2,479 New
2,479 $513,000

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
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