A detailed history of Financial Advisory Service, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 13,443 shares of CAT stock, worth $5.24 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
13,443
Previous 13,123 2.44%
Holding current value
$5.24 Million
Previous $4.37 Million 20.27%
% of portfolio
0.45%
Previous 0.4%

Shares

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

Oct 17, 2024

BUY
$316.8 - $391.12 $101,376 - $125,158
320 Added 2.44%
13,443 $5.26 Million
Q2 2024

Jul 29, 2024

BUY
$321.47 - $379.3 $260,069 - $306,853
809 Added 6.57%
13,123 $4.37 Million
Q1 2024

Apr 29, 2024

BUY
$278.63 - $366.43 $58,512 - $76,950
210 Added 1.73%
12,314 $4.51 Million
Q4 2023

Jan 23, 2024

BUY
$226.05 - $298.12 $174,058 - $229,552
770 Added 6.79%
12,104 $3.58 Million
Q3 2023

Oct 23, 2023

BUY
$240.58 - $288.65 $53,889 - $64,657
224 Added 2.02%
11,334 $3.09 Million
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $73,041 - $87,922
355 Added 3.3%
11,110 $2.73 Million
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $81,058 - $99,731
-377 Reduced 3.39%
10,755 $2.46 Million
Q4 2022

Feb 01, 2023

BUY
$171.23 - $243.14 $114,039 - $161,931
666 Added 6.36%
11,132 $2.67 Million
Q3 2022

Oct 20, 2022

BUY
$162.44 - $198.25 $239,923 - $292,815
1,477 Added 16.43%
10,466 $1.72 Million
Q2 2022

Aug 02, 2022

BUY
$178.67 - $235.08 $660,900 - $869,560
3,699 Added 69.92%
8,989 $1.61 Million
Q1 2022

May 04, 2022

BUY
$182.83 - $229.87 $176,979 - $222,514
968 Added 22.4%
5,290 $1.18 Million
Q4 2021

Feb 11, 2022

BUY
$188.94 - $214.25 $370,700 - $420,358
1,962 Added 83.14%
4,322 $893,000
Q3 2021

Nov 15, 2021

BUY
$189.84 - $221.66 $75,936 - $88,664
400 Added 20.41%
2,360 $453,000
Q2 2021

Jul 29, 2021

BUY
$208.86 - $244.79 $86,259 - $101,098
413 Added 26.7%
1,960 $427,000
Q1 2021

May 17, 2021

SELL
$180.63 - $233.63 $8,489 - $10,980
-47 Reduced 2.95%
1,547 $359,000
Q4 2020

Feb 10, 2021

BUY
$146.71 - $182.21 $293 - $364
2 Added 0.13%
1,594 $290,000
Q3 2020

Nov 16, 2020

BUY
$125.73 - $153.87 $200,162 - $244,961
1,592 New
1,592 $237,000
Q1 2020

May 14, 2020

SELL
$91.85 - $150.53 $144,112 - $236,181
-1,569 Closed
0 $0
Q4 2019

Jan 31, 2020

BUY
$117.97 - $148.5 $185,094 - $232,996
1,569 New
1,569 $232,000
Q1 2019

May 13, 2019

SELL
$121.51 - $141.41 $384,822 - $447,845
-3,167 Closed
0 $0
Q4 2018

Feb 08, 2019

SELL
$112.34 - $158.22 $50,215 - $70,724
-447 Reduced 12.37%
3,167 $402,000
Q3 2018

Nov 05, 2018

BUY
$132.02 - $156.38 $13,466 - $15,950
102 Added 2.9%
3,614 $551,000
Q2 2018

Jul 26, 2018

BUY
$134.61 - $158.92 $134 - $158
1 Added 0.03%
3,512 $476,000
Q1 2018

May 02, 2018

SELL
$144.29 - $170.89 $55,407 - $65,621
-384 Reduced 9.86%
3,511 $517,000
Q4 2017

Jan 29, 2018

BUY
$124.72 - $158.42 $2,619 - $3,326
21 Added 0.54%
3,895 $614,000
Q3 2017

Oct 19, 2017

BUY
$112.85 - $125.23 $437,180 - $485,141
3,874
3,874 $483,000

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 $206B
  • 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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