A detailed history of Fi3 Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 1,350 shares of CAT stock, worth $518,494. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,350
Previous 906 49.01%
Holding current value
$518,494
Previous $301,000 75.42%
% of portfolio
0.21%
Previous 0.13%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $140,659 - $173,657
444 Added 49.01%
1,350 $528,000
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $1,285 - $1,517
-4 Reduced 0.44%
906 $301,000
Q1 2024

May 06, 2024

BUY
$278.63 - $366.43 $12,816 - $16,855
46 Added 5.32%
910 $333,000
Q4 2023

Feb 06, 2024

SELL
$226.05 - $298.12 $459,333 - $605,779
-2,032 Reduced 70.17%
864 $255,000
Q3 2023

Nov 09, 2023

BUY
$240.58 - $288.65 $696,719 - $835,930
2,896 New
2,896 $790,000

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 $203B
  • 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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