A detailed history of Epic Trust Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 1,355 shares of CAT stock, worth $552,609. This represents 0.53% of its overall portfolio holdings.

Number of Shares
1,355
Previous 1,330 1.88%
Holding current value
$552,609
Previous $487,000 7.39%
% of portfolio
0.53%
Previous 0.63%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$321.47 - $379.3 $8,036 - $9,482
25 Added 1.88%
1,355 $451,000
Q1 2024

Apr 19, 2024

BUY
$278.63 - $366.43 $20,061 - $26,382
72 Added 5.72%
1,330 $487,000
Q4 2023

Feb 05, 2024

SELL
$226.05 - $298.12 $3,390 - $4,471
-15 Reduced 1.18%
1,258 $371,000
Q3 2023

Oct 16, 2023

BUY
$240.58 - $288.65 $22,855 - $27,421
95 Added 8.06%
1,273 $347,000
Q2 2023

Jul 24, 2023

BUY
$205.75 - $247.67 $4,732 - $5,696
23 Added 1.99%
1,178 $289,000
Q1 2023

May 09, 2023

BUY
$215.01 - $264.54 $2,150 - $2,645
10 Added 0.87%
1,155 $264,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $196,058 - $278,395
1,145 New
1,145 $274,000

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 $215B
  • 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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