A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 1,646 shares of CAT stock, worth $539,492. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,646
Previous 1,511 8.93%
Holding current value
$539,492
Previous $446,000 35.2%
% of portfolio
0.26%
Previous 0.21%

Shares

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

May 02, 2024

BUY
$278.63 - $366.43 $37,615 - $49,468
135 Added 8.93%
1,646 $603,000
Q4 2023

Jan 24, 2024

SELL
$226.05 - $298.12 $1,582 - $2,086
-7 Reduced 0.46%
1,511 $446,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $3,608 - $4,329
15 Added 1.0%
1,518 $414,000
Q2 2023

Jul 24, 2023

BUY
$205.75 - $247.67 $617 - $743
3 Added 0.2%
1,503 $369,000
Q1 2023

Apr 19, 2023

BUY
$215.01 - $264.54 $860 - $1,058
4 Added 0.27%
1,500 $343,000
Q2 2022

Aug 09, 2022

BUY
$178.67 - $235.08 $178 - $235
1 Added 0.07%
1,496 $261,000
Q4 2021

Mar 10, 2022

BUY
$188.94 - $214.25 $282,465 - $320,303
1,495 New
1,495 $279,000

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 $173B
  • 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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