A detailed history of Founders Financial Alliance, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 3,036 shares of CAT stock, worth $1.23 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,036
Previous 3,288 7.66%
Holding current value
$1.23 Million
Previous $1.1 Million 8.4%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Nov 01, 2024

SELL
$316.8 - $391.12 $79,833 - $98,562
-252 Reduced 7.66%
3,036 $1.19 Million
Q2 2024

Aug 23, 2024

SELL
$321.47 - $379.3 $35,683 - $42,102
-111 Reduced 3.27%
3,288 $1.1 Million
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $392,032 - $515,567
1,407 Added 70.63%
3,399 $1.25 Million
Q4 2023

Feb 09, 2024

SELL
$226.05 - $298.12 $86,125 - $113,583
-381 Reduced 16.06%
1,992 $588,000
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $220,611 - $264,692
-917 Reduced 27.87%
2,373 $647,000
Q2 2023

Aug 11, 2023

BUY
$205.75 - $247.67 $175,504 - $211,262
853 Added 35.0%
3,290 $809,000
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $179,533 - $220,890
-835 Reduced 25.52%
2,437 $557,000
Q4 2022

Feb 15, 2023

BUY
$171.23 - $243.14 $15,068 - $21,396
88 Added 2.76%
3,272 $783,000
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $417,308 - $509,304
-2,569 Reduced 44.65%
3,184 $522,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $468,472 - $616,379
2,622 Added 83.74%
5,753 $1.03 Million
Q1 2022

May 12, 2022

BUY
$182.83 - $229.87 $4,022 - $5,057
22 Added 0.71%
3,131 $698,000
Q4 2021

Feb 14, 2022

SELL
$188.94 - $214.25 $4,345 - $4,927
-23 Reduced 0.73%
3,109 $643,000
Q3 2021

Nov 15, 2021

BUY
$189.84 - $221.66 $6,074 - $7,093
32 Added 1.03%
3,132 $601,000
Q2 2021

Aug 02, 2021

SELL
$208.86 - $244.79 $37,594 - $44,062
-180 Reduced 5.49%
3,100 $676,000
Q1 2021

May 14, 2021

BUY
$180.63 - $233.63 $56,175 - $72,658
311 Added 10.47%
3,280 $784,000
Q4 2020

Feb 04, 2021

SELL
$146.71 - $182.21 $3,814 - $4,737
-26 Reduced 0.87%
2,969 $539,000
Q3 2020

Nov 13, 2020

BUY
$125.73 - $153.87 $376,561 - $460,840
2,995 New
2,995 $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 $214B
  • 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 Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, LLC 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 Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.