A detailed history of Concord Asset Management, Llc/Va transactions in Caterpillar Inc stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 8,992 shares of CAT stock, worth $3.13 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
8,992
Previous 6,089 47.68%
Holding current value
$3.13 Million
Previous $2.21 Billion 20.41%
% of portfolio
0.59%
Previous 0.49%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025

BUY
$326.75 - $407.63 $948,555 - $1.18 Million
2,903 Added 47.68%
8,992 $2.66 Billion
Q4 2024

Jan 23, 2025

SELL
$360.37 - $416.88 $97,299 - $112,557
-270 Reduced 4.25%
6,089 $2.21 Billion
Q3 2024

Nov 06, 2024

BUY
$316.8 - $391.12 $251,856 - $310,940
795 Added 14.29%
6,359 $2.49 Billion
Q2 2024

Nov 06, 2024

BUY
$321.47 - $379.3 $195,453 - $230,614
608 Added 12.27%
5,564 $1.85 Billion
Q1 2024

Nov 06, 2024

BUY
$278.63 - $366.43 $136,250 - $179,184
489 Added 10.95%
4,956 $1.82 Billion
Q4 2023

Nov 06, 2024

BUY
$226.05 - $298.12 $291,378 - $384,276
1,289 Added 40.56%
4,467 $1.32 Billion
Q3 2023

Nov 06, 2024

BUY
$240.58 - $288.65 $764,563 - $917,329
3,178 New
3,178 $868 Million

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 $184B
  • 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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