D. Scott Neal, Inc. Caterpillar Inc Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

A detailed history of D. Scott Neal, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, D. Scott Neal, Inc. holds 7,549 shares of CAT stock, worth $2.75 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

7,549

Previous 7,549 -0.0%

Holding current value

$2.75 Million

Previous $2.51 Million 17.42%

% of portfolio

1.57%

Previous 1.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	SELL	$205.75 - $247.67 $2,469 - $2,972	-12 Reduced 0.16%	7,549 $1.86 Million
Q2 2022 Jul 11, 2022	SELL	$178.67 - $235.08 $17,867 - $23,508	-100 Reduced 1.31%	7,561 $1.35 Million
Q3 2021 Nov 04, 2021	BUY	$189.84 - $221.66 $21,262 - $24,825	112 Added 1.48%	7,661 $1.47 Million
Q2 2021 Aug 02, 2021	BUY	$208.86 - $244.79 $7,310 - $8,567	35 Added 0.47%	7,549 $1.64 Million
Q1 2021 Apr 30, 2021	SELL	$180.63 - $233.63 $90,315 - $116,815	-500 Reduced 6.24%	7,514 $1.74 Million
Q4 2020 Feb 05, 2021	SELL	$146.71 - $182.21 $4,401 - $5,466	-30 Reduced 0.37%	8,014 $1.46 Million
Q3 2019 Oct 16, 2019	SELL	$113.38 - $139.64 $907 - $1,117	-8 Reduced 0.1%	8,044 $1.02 Million
Q1 2019 Apr 11, 2019	BUY	$121.51 - $141.41 $972 - $1,131	8 Added 0.1%	8,052 $1.09 Million
Q4 2018 Feb 06, 2019	SELL	$112.34 - $158.22 $2,471 - $3,480	-22 Reduced 0.27%	8,044 $1.02 Million
Q2 2018 Aug 15, 2018	BUY	$134.61 - $158.92 $3,499 - $4,131	26 Added 0.32%	8,066 $1.09 Million
Q3 2017 Oct 18, 2017	BUY	$112.85 - $125.23 $907,314 - $1.01 Million	8,040	8,040 $1 Million

Others Institutions Holding CAT

# of Institutions

3,127

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $192B
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...

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