A detailed history of Financial Gravity Asset Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 37 shares of CAT stock, worth $14,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 37 -0.0%
Holding current value
$14,707
Previous $11 Million 12.56%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $177,208 - $233,049
-636 Reduced 90.47%
67 $24.7 Million
Q4 2023

Jun 26, 2024

SELL
$226.05 - $298.12 $6,781 - $8,943
-30 Reduced 44.78%
37 $10.9 Million
Q3 2023

Nov 15, 2023

BUY
$240.58 - $288.65 $101,043 - $121,232
420 Added 148.41%
703 $191,000
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $50,614 - $60,926
246 Added 664.86%
283 $7.41 Million
Q1 2023

May 12, 2023

BUY
$215.01 - $264.54 $7,955 - $9,787
37 New
37 $8,000
Q3 2021

Nov 12, 2021

SELL
$189.84 - $221.66 $189 - $221
-1 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$146.71 - $182.21 $146 - $182
1 New
1 $0
Q2 2020

Aug 13, 2020

SELL
$104.48 - $137.72 $4,283 - $5,646
-41 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$91.85 - $150.53 $3,765 - $6,171
41 New
41 $4,000
Q4 2019

Feb 28, 2020

SELL
$117.97 - $148.5 $117 - $148
-1 Closed
0 $0
Q2 2019

Jul 26, 2019

SELL
$119.81 - $143.36 $1,317 - $1,576
-11 Reduced 91.67%
1 $0
Q1 2019

Apr 19, 2019

SELL
$121.51 - $141.41 $297,091 - $345,747
-2,445 Reduced 99.51%
12 $2,000
Q3 2018

Oct 31, 2018

SELL
$132.02 - $156.38 $44,622 - $52,856
-338 Reduced 12.09%
2,457 $280,000
Q2 2018

Aug 14, 2018

SELL
$134.61 - $158.92 $53,440 - $63,091
-397 Reduced 12.44%
2,795 $380,000
Q1 2018

May 23, 2018

BUY
$144.29 - $170.89 $460,573 - $545,480
3,192 New
3,192 $459,000

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
Track This Portfolio

Track Financial Gravity Asset Management, Inc. Portfolio

Follow Financial Gravity Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Gravity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.