A detailed history of Forum Financial Management, LP transactions in Caterpillar Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 6,153 shares of CAT stock, worth $2.24 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,153
Previous 6,210 0.92%
Holding current value
$2.24 Million
Previous $2.07 Million 16.34%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 29, 2024

SELL
$316.8 - $391.12 $18,057 - $22,293
-57 Reduced 0.92%
6,153 $2.41 Million
Q2 2024

Jul 30, 2024

BUY
$321.47 - $379.3 $6,429 - $7,586
20 Added 0.32%
6,210 $2.07 Million
Q1 2024

May 09, 2024

SELL
$278.63 - $366.43 $19,504 - $25,650
-70 Reduced 1.12%
6,190 $2.27 Million
Q4 2023

Feb 07, 2024

SELL
$226.05 - $298.12 $74,144 - $97,783
-328 Reduced 4.98%
6,260 $1.85 Million
Q3 2023

Nov 03, 2023

BUY
$240.58 - $288.65 $375,064 - $450,005
1,559 Added 31.0%
6,588 $1.8 Million
Q2 2023

Jul 26, 2023

BUY
$205.75 - $247.67 $143,202 - $172,378
696 Added 16.06%
5,029 $1.24 Million
Q1 2023

Apr 19, 2023

SELL
$215.01 - $264.54 $22,146 - $27,247
-103 Reduced 2.32%
4,333 $991,000
Q4 2022

Jan 24, 2023

SELL
$171.23 - $243.14 $856 - $1,215
-5 Reduced 0.11%
4,436 $0
Q3 2022

Nov 07, 2022

SELL
$162.44 - $198.25 $96,002 - $117,165
-591 Reduced 11.74%
4,441 $729,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $37,342 - $49,131
209 Added 4.33%
5,032 $900,000
Q1 2022

May 16, 2022

SELL
$182.83 - $229.87 $19,745 - $24,825
-108 Reduced 2.19%
4,823 $1.07 Million
Q4 2021

Feb 18, 2022

BUY
$188.94 - $214.25 $931,663 - $1.06 Million
4,931 New
4,931 $1.02 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 $192B
  • 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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