A detailed history of Goal Vest Advisory LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 250 shares of CAT stock, worth $91,892. This represents 0.03% of its overall portfolio holdings.

Number of Shares
250
Previous 250 -0.0%
Holding current value
$91,892
Previous $83,000 16.87%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$321.47 - $379.3 $14,787 - $17,447
-46 Reduced 15.54%
250 $83,000
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $12,816 - $16,855
46 Added 18.4%
296 $108,000
Q4 2023

Jan 02, 2024

SELL
$226.05 - $298.12 $2,938 - $3,875
-13 Reduced 4.94%
250 $73,000
Q3 2023

Oct 10, 2023

BUY
$240.58 - $288.65 $2,886 - $3,463
12 Added 4.78%
263 $71,000
Q1 2023

Apr 03, 2023

SELL
$215.01 - $264.54 $181,468 - $223,271
-844 Reduced 77.08%
251 $57,000
Q3 2022

Oct 11, 2022

SELL
$162.44 - $198.25 $682,897 - $833,443
-4,204 Reduced 79.34%
1,095 $180,000
Q2 2022

Jul 06, 2022

SELL
$178.67 - $235.08 $18,760 - $24,683
-105 Reduced 1.94%
5,299 $921,000
Q1 2022

May 03, 2022

BUY
$182.83 - $229.87 $348,656 - $438,362
1,907 Added 54.53%
5,404 $1.2 Million
Q2 2021

Sep 01, 2021

BUY
$208.86 - $244.79 $430,669 - $504,756
2,062 Added 143.69%
3,497 $761,000
Q1 2021

May 13, 2021

BUY
$180.63 - $233.63 $259,204 - $335,259
1,435 New
1,435 $333,000

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 $194B
  • 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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