A detailed history of Financial Advocates Investment Management transactions in Caterpillar Inc stock. As of the latest transaction made, Financial Advocates Investment Management holds 14,245 shares of CAT stock, worth $5.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
14,245
Previous 15,714 9.35%
Holding current value
$5.2 Million
Previous $5.23 Million 6.44%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Oct 25, 2024

SELL
$316.8 - $391.12 $465,379 - $574,555
-1,469 Reduced 9.35%
14,245 $5.57 Million
Q2 2024

Jul 26, 2024

SELL
$321.47 - $379.3 $3.35 Million - $3.95 Million
-10,406 Reduced 39.84%
15,714 $5.23 Million
Q1 2024

May 01, 2024

BUY
$278.63 - $366.43 $2.8 Million - $3.69 Million
10,062 Added 62.66%
26,120 $9.57 Million
Q4 2023

Feb 08, 2024

SELL
$226.05 - $298.12 $994,620 - $1.31 Million
-4,400 Reduced 21.51%
16,058 $4.75 Million
Q3 2023

Oct 27, 2023

BUY
$240.58 - $288.65 $1.71 Million - $2.05 Million
7,102 Added 53.17%
20,458 $5.59 Million
Q2 2023

Aug 07, 2023

BUY
$205.75 - $247.67 $1.38 Million - $1.66 Million
6,687 Added 100.27%
13,356 $3.29 Million
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $109,225 - $134,386
-508 Reduced 7.08%
6,669 $1.53 Million
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $17,294 - $24,557
101 Added 1.43%
7,177 $1.72 Million
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $376,860 - $459,940
2,320 Added 48.78%
7,076 $1.16 Million
Q2 2022

Aug 12, 2022

SELL
$178.67 - $235.08 $1.03 Million - $1.36 Million
-5,784 Reduced 54.88%
4,756 $850,000
Q1 2022

May 11, 2022

SELL
$182.83 - $229.87 $67,281 - $84,592
-368 Reduced 3.37%
10,540 $2.35 Million
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $85,778 - $97,269
454 Added 4.34%
10,908 $2.26 Million
Q3 2021

Nov 04, 2021

SELL
$189.84 - $221.66 $1.33 Million - $1.55 Million
-6,995 Reduced 40.09%
10,454 $2.01 Million
Q2 2021

Aug 03, 2021

BUY
$208.86 - $244.79 $1.57 Million - $1.84 Million
7,497 Added 75.33%
17,449 $3.8 Million
Q1 2021

May 10, 2021

SELL
$180.63 - $233.63 $38,293 - $49,529
-212 Reduced 2.09%
9,952 $1.98 Million
Q4 2020

Feb 12, 2021

BUY
$146.71 - $182.21 $498,960 - $619,696
3,401 Added 50.29%
10,164 $1.85 Million
Q3 2020

Nov 04, 2020

BUY
$125.73 - $153.87 $49,663 - $60,778
395 Added 6.2%
6,763 $1.01 Million
Q2 2020

Aug 14, 2020

BUY
$104.48 - $137.72 $17,134 - $22,586
164 Added 2.64%
6,368 $806,000
Q1 2020

Apr 29, 2020

SELL
$91.85 - $150.53 $82,665 - $135,477
-900 Reduced 12.67%
6,204 $720,000
Q4 2019

Feb 13, 2020

SELL
$117.97 - $148.5 $29,964 - $37,719
-254 Reduced 3.45%
7,104 $1.05 Million
Q3 2019

Nov 13, 2019

SELL
$113.38 - $139.64 $14,285 - $17,594
-126 Reduced 1.68%
7,358 $929,000
Q2 2019

Aug 08, 2019

BUY
$119.81 - $143.36 $9,824 - $11,755
82 Added 1.11%
7,484 $1.02 Million
Q1 2019

May 16, 2019

BUY
$121.51 - $141.41 $50,548 - $58,826
416 Added 5.95%
7,402 $1 Million
Q4 2018

May 09, 2019

SELL
$112.34 - $158.22 $28,534 - $40,187
-254 Reduced 3.51%
6,986 $888,000
Q4 2018

Mar 04, 2019

BUY
$112.34 - $158.22 $28,534 - $40,187
254 Added 3.64%
7,240 $895,000
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $62,685 - $88,286
558 Added 8.68%
6,986 $887,000
Q3 2018

Nov 14, 2018

BUY
$132.02 - $156.38 $6,468 - $7,662
49 Added 0.77%
6,428 $0
Q2 2018

Aug 09, 2018

BUY
$134.61 - $158.92 $50,344 - $59,436
374 Added 6.23%
6,379 $869,000
Q1 2018

May 11, 2018

BUY
$144.29 - $170.89 $152,514 - $180,630
1,057 Added 21.36%
6,005 $885,000
Q4 2017

Feb 15, 2018

BUY
$124.72 - $158.42 $617,114 - $783,862
4,948
4,948 $780,000

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 $193B
  • 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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