Financial Advocates Investment Management Caterpillar Inc Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

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 $5.43 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
14,245
Previous 15,714 9.35%
Holding current value
$5.43 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

# of Institutions
3,120
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $201B
  • 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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