A detailed history of Gradient Capital Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 1,323 shares of CAT stock, worth $508,640. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,323
Previous 1,375 3.78%
Holding current value
$508,640
Previous $458,000 12.88%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 16, 2024

SELL
$316.8 - $391.12 $16,473 - $20,338
-52 Reduced 3.78%
1,323 $517,000
Q2 2024

Jul 19, 2024

SELL
$321.47 - $379.3 $34,718 - $40,964
-108 Reduced 7.28%
1,375 $458,000
Q1 2024

Apr 17, 2024

SELL
$278.63 - $366.43 $40,679 - $53,498
-146 Reduced 8.96%
1,483 $543,000
Q4 2023

Jan 31, 2024

SELL
$226.05 - $298.12 $19,440 - $25,638
-86 Reduced 5.01%
1,629 $481,000
Q3 2023

Oct 24, 2023

SELL
$240.58 - $288.65 $14,194 - $17,030
-59 Reduced 3.33%
1,715 $468,000
Q2 2023

Jul 18, 2023

BUY
$205.75 - $247.67 $3,703 - $4,458
18 Added 1.03%
1,774 $436,000
Q1 2023

Apr 17, 2023

BUY
$215.01 - $264.54 $215 - $264
1 Added 0.06%
1,756 $401,000
Q3 2022

Nov 04, 2022

SELL
$162.44 - $198.25 $35,249 - $43,020
-217 Reduced 11.0%
1,755 $288,000
Q2 2022

Jul 18, 2022

BUY
$178.67 - $235.08 $178 - $235
1 Added 0.05%
1,972 $352,000
Q1 2022

Apr 29, 2022

BUY
$182.83 - $229.87 $102,201 - $128,497
559 Added 39.59%
1,971 $439,000
Q3 2021

Nov 02, 2021

BUY
$189.84 - $221.66 $11,390 - $13,299
60 Added 4.44%
1,412 $271,000
Q2 2021

Aug 02, 2021

BUY
$208.86 - $244.79 $21,930 - $25,702
105 Added 8.42%
1,352 $294,000
Q1 2021

Apr 21, 2021

BUY
$180.63 - $233.63 $8,489 - $10,980
47 Added 3.92%
1,247 $289,000
Q4 2020

Jan 20, 2021

BUY
$146.71 - $182.21 $176,052 - $218,652
1,200 New
1,200 $218,000

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 $203B
  • 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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