A detailed history of Golden State Equity Partners transactions in Caterpillar Inc stock. As of the latest transaction made, Golden State Equity Partners holds 2,307 shares of CAT stock, worth $794,000. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,307
Previous 1,937 19.1%
Holding current value
$794,000
Previous $528,000 29.17%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Feb 02, 2024

BUY
$226.05 - $298.12 $83,638 - $110,304
370 Added 19.1%
2,307 $682,000
Q3 2023

Oct 20, 2023

SELL
$240.58 - $288.65 $5,292 - $6,350
-22 Reduced 1.12%
1,937 $528,000
Q2 2023

Jul 19, 2023

BUY
$205.75 - $247.67 $403,064 - $485,185
1,959 New
1,959 $482,000
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $504,427 - $634,211
2,759 New
2,759 $640,000
Q3 2021

Nov 15, 2021

SELL
$189.84 - $221.66 $402,270 - $469,697
-2,119 Closed
0 $0
Q2 2021

Aug 12, 2021

SELL
$208.86 - $244.79 $133,670 - $156,665
-640 Reduced 23.2%
2,119 $461,000
Q1 2021

May 13, 2021

BUY
$180.63 - $233.63 $261,190 - $337,828
1,446 Added 110.13%
2,759 $640,000
Q4 2020

Feb 08, 2021

BUY
$146.71 - $182.21 $192,630 - $239,241
1,313 New
1,313 $238,000

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 $182B
  • 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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