First Foundation Advisors Caterpillar Inc Transaction History

First Foundation Advisors

  • $2.59 Billion
  • Q4 2024

A detailed history of First Foundation Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, First Foundation Advisors holds 2,499 shares of CAT stock, worth $872,525. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,499
Previous 2,984 16.25%
Holding current value
$872,525
Previous $1.17 Million 22.37%
% of portfolio
0.03%
Previous 0.05%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$360.37 - $416.88 $174,779 - $202,186
-485 Reduced 16.25%
2,499 $906,000
Q3 2024

Nov 13, 2024
SELL
$316.8 - $391.12 $36,748 - $45,369
-116 Reduced 3.74%
2,984 $1.17 Million
Q2 2024

Aug 06, 2024
SELL
$321.47 - $379.3 $244,638 - $288,647
-761 Reduced 19.71%
3,100 $1.03 Million
Q1 2024

May 09, 2024
BUY
$278.63 - $366.43 $49,317 - $64,858
177 Added 4.8%
3,861 $1.41 Million
Q4 2023

Feb 14, 2024
SELL
$226.05 - $298.12 $223,789 - $295,138
-990 Reduced 21.18%
3,684 $1.09 Million
Q3 2023

Nov 15, 2023
SELL
$240.58 - $288.65 $102,727 - $123,253
-427 Reduced 8.37%
4,674 $1.28 Million
Q2 2023

Aug 14, 2023
BUY
$205.75 - $247.67 $57,815 - $69,595
281 Added 5.83%
5,101 $1.26 Million
Q1 2023

May 12, 2023
SELL
$215.01 - $264.54 $78,478 - $96,557
-365 Reduced 7.04%
4,820 $1.1 Million
Q4 2022

Feb 14, 2023
SELL
$171.23 - $243.14 $7,876 - $11,184
-46 Reduced 0.88%
5,185 $1.24 Million
Q3 2022

Nov 10, 2022
BUY
$162.44 - $198.25 $16,568 - $20,221
102 Added 1.99%
5,231 $858,000
Q2 2022

Aug 12, 2022
SELL
$178.67 - $235.08 $82,724 - $108,842
-463 Reduced 8.28%
5,129 $917,000
Q1 2022

May 05, 2022
SELL
$182.83 - $229.87 $109,880 - $138,151
-601 Reduced 9.7%
5,592 $1.25 Million
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $2,456 - $2,785
13 Added 0.21%
6,193 $1.28 Million
Q3 2021

Nov 15, 2021
BUY
$189.84 - $221.66 $165,920 - $193,730
874 Added 16.47%
6,180 $1.19 Million
Q2 2021

Aug 13, 2021
BUY
$208.86 - $244.79 $96,493 - $113,092
462 Added 9.54%
5,306 $1.16 Million
Q1 2021

May 18, 2021
SELL
$180.63 - $233.63 $209,892 - $271,478
-1,162 Reduced 19.35%
4,844 $1.12 Million
Q4 2020

Feb 16, 2021
BUY
$146.71 - $182.21 $26,994 - $33,526
184 Added 3.16%
6,006 $1.09 Million
Q3 2020

Nov 12, 2020
BUY
$125.73 - $153.87 $464,320 - $568,241
3,693 Added 173.46%
5,822 $868,000
Q2 2020

Aug 14, 2020
SELL
$104.48 - $137.72 $49,732 - $65,554
-476 Reduced 18.27%
2,129 $269,000
Q1 2020

May 11, 2020
BUY
$91.85 - $150.53 $78,256 - $128,251
852 Added 48.6%
2,605 $302,000
Q4 2019

Feb 11, 2020
SELL
$117.97 - $148.5 $164,096 - $206,563
-1,391 Reduced 44.24%
1,753 $259,000
Q3 2019

Nov 12, 2019
SELL
$113.38 - $139.64 $177,099 - $218,117
-1,562 Reduced 33.19%
3,144 $397,000
Q2 2019

Aug 14, 2019
BUY
$119.81 - $143.36 $24,680 - $29,532
206 Added 4.58%
4,706 $641,000
Q1 2019

May 13, 2019
BUY
$121.51 - $141.41 $54,436 - $63,351
448 Added 11.06%
4,500 $610,000
Q4 2018

Feb 14, 2019
BUY
$112.34 - $158.22 $65,606 - $92,400
584 Added 16.84%
4,052 $515,000
Q3 2018

Nov 13, 2018
BUY
$132.02 - $156.38 $57,032 - $67,556
432 Added 14.23%
3,468 $529,000
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $164,762 - $194,518
1,224 Added 67.55%
3,036 $412,000
Q1 2018

May 15, 2018
BUY
$144.29 - $170.89 $67,960 - $80,489
471 Added 35.12%
1,812 $267,000
Q4 2017

Feb 14, 2018
SELL
$124.72 - $158.42 $46,395 - $58,932
-372 Reduced 21.72%
1,341 $211,000
Q3 2017

Nov 14, 2017
BUY
$112.85 - $125.23 $193,312 - $214,518
1,713
1,713 $214,000

Others Institutions Holding CAT

# of Institutions
3,277
Shares Held
339M
Call Options Held
5.53M
Put Options Held
6.88M
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 $184B
  • 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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