A detailed history of Everhart Financial Group, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 3,856 shares of CAT stock, worth $1.53 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,856
Previous 3,406 13.21%
Holding current value
$1.53 Million
Previous $1.13 Million 32.98%
% of portfolio
0.34%
Previous 0.3%

Shares

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

Nov 04, 2024

BUY
$316.8 - $391.12 $142,560 - $176,004
450 Added 13.21%
3,856 $1.51 Million
Q2 2024

Jul 24, 2024

BUY
$321.47 - $379.3 $198,346 - $234,028
617 Added 22.12%
3,406 $1.13 Million
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $310,115 - $407,836
1,113 Added 66.41%
2,789 $1.02 Million
Q4 2023

Jan 12, 2024

SELL
$226.05 - $298.12 $8,137 - $10,732
-36 Reduced 2.1%
1,676 $495,000
Q3 2023

Oct 25, 2023

BUY
$240.58 - $288.65 $51,484 - $61,771
214 Added 14.29%
1,712 $467,000
Q2 2023

Jul 13, 2023

BUY
$205.75 - $247.67 $21,603 - $26,005
105 Added 7.54%
1,498 $368,000
Q1 2023

Apr 25, 2023

BUY
$215.01 - $264.54 $77,403 - $95,234
360 Added 34.85%
1,393 $318,000
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $176,880 - $251,163
1,033 New
1,033 $247,000
Q2 2022

Jul 12, 2022

BUY
$178.67 - $235.08 $255,140 - $335,694
1,428 New
1,428 $255,000

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 $210B
  • 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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