A detailed history of Financial Perspectives, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,048 shares of CAT stock, worth $377,038. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,048
Previous 1,048 -0.0%
Holding current value
$377,038
Previous $349 Million 17.42%
% of portfolio
0.14%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024

BUY
$226.05 - $298.12 $9,720 - $12,819
43 Added 4.28%
1,048 $310 Million
Q3 2023

Jan 09, 2024

BUY
$240.58 - $288.65 $6,014 - $7,216
25 Added 2.55%
1,005 $274 Million
Q2 2021

Jan 09, 2024

SELL
$208.86 - $244.79 $47.3 Million - $55.4 Million
-226,253 Reduced 99.57%
980 $213 Million
Q1 2021

Jan 09, 2024

BUY
$180.63 - $233.63 $40.9 Million - $52.9 Million
226,253 Added 23087.04%
227,233 $980,000
Q4 2020

Jan 09, 2024

BUY
$146.71 - $182.21 $11,296 - $14,030
77 Added 8.53%
980 $178 Million
Q2 2020

Jan 09, 2024

SELL
$104.48 - $137.72 $7,731 - $10,191
-74 Reduced 7.57%
903 $114 Million
Q1 2020

Jan 09, 2024

BUY
$91.85 - $150.53 $16,257 - $26,643
177 Added 22.13%
977 $113 Million
Q4 2019

Jan 09, 2024

BUY
$117.97 - $148.5 $94,376 - $118,800
800 New
800 $118 Million

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 $190B
  • 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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