A detailed history of Great Valley Advisor Group, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 10,295 shares of CAT stock, worth $4.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,295
Previous 14,440 28.7%
Holding current value
$4.09 Million
Previous $4.81 Million 16.28%
% of portfolio
0.1%
Previous 0.14%

Shares

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

Nov 12, 2024

SELL
$316.8 - $391.12 $1.31 Million - $1.62 Million
-4,145 Reduced 28.7%
10,295 $4.03 Million
Q2 2024

Jul 16, 2024

BUY
$321.47 - $379.3 $171,022 - $201,787
532 Added 3.83%
14,440 $4.81 Million
Q1 2024

May 03, 2024

SELL
$278.63 - $366.43 $513,793 - $675,696
-1,844 Reduced 11.71%
13,908 $5.1 Million
Q4 2023

Feb 05, 2024

SELL
$226.05 - $298.12 $354,672 - $467,750
-1,569 Reduced 9.06%
15,752 $4.66 Million
Q3 2023

Nov 06, 2023

BUY
$240.58 - $288.65 $881,966 - $1.06 Million
3,666 Added 26.85%
17,321 $4.73 Million
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $192,170 - $231,323
934 Added 7.34%
13,655 $3.36 Million
Q1 2023

May 02, 2023

BUY
$215.01 - $264.54 $940,453 - $1.16 Million
4,374 Added 52.4%
12,721 $2.91 Million
Q4 2022

Jan 31, 2023

SELL
$171.23 - $243.14 $175,510 - $249,218
-1,025 Reduced 10.94%
8,347 $2 Million
Q3 2022

Oct 21, 2022

BUY
$162.44 - $198.25 $45,970 - $56,104
283 Added 3.11%
9,372 $1.54 Million
Q2 2022

Jul 19, 2022

BUY
$178.67 - $235.08 $413,442 - $543,975
2,314 Added 34.15%
9,089 $1.63 Million
Q1 2022

Apr 20, 2022

BUY
$182.83 - $229.87 $19,928 - $25,055
109 Added 1.64%
6,775 $1.46 Million
Q4 2021

Feb 10, 2022

BUY
$188.94 - $214.25 $3,967 - $4,499
21 Added 0.32%
6,666 $1.33 Million
Q3 2021

Oct 14, 2021

SELL
$189.84 - $221.66 $1.71 Million - $2 Million
-9,012 Reduced 57.56%
6,645 $1.28 Million
Q2 2021

Jul 27, 2021

BUY
$208.86 - $244.79 $169,176 - $198,279
810 Added 5.46%
15,657 $3.45 Million
Q1 2021

Apr 20, 2021

BUY
$180.63 - $233.63 $1.71 Million - $2.21 Million
9,451 Added 175.15%
14,847 $3.44 Million
Q4 2020

Jan 29, 2021

SELL
$146.71 - $182.21 $440 - $546
-3 Reduced 0.06%
5,396 $982,000
Q3 2020

Oct 21, 2020

SELL
$125.73 - $153.87 $14,836 - $18,156
-118 Reduced 2.14%
5,399 $806,000
Q2 2020

Jul 31, 2020

BUY
$104.48 - $137.72 $227,661 - $300,091
2,179 Added 65.28%
5,517 $698,000
Q1 2020

May 15, 2020

SELL
$91.85 - $150.53 $200,967 - $329,359
-2,188 Reduced 39.59%
3,338 $387,000
Q4 2019

Feb 10, 2020

BUY
$117.97 - $148.5 $41,407 - $52,123
351 Added 6.78%
5,526 $816,000
Q3 2019

Oct 25, 2019

SELL
$113.38 - $139.64 $261,000 - $321,451
-2,302 Reduced 30.79%
5,175 $654,000
Q2 2019

Jul 30, 2019

SELL
$119.81 - $143.36 $11,022 - $13,189
-92 Reduced 1.22%
7,477 $1.02 Million
Q1 2019

Apr 26, 2019

SELL
$121.51 - $141.41 $64,400 - $74,947
-530 Reduced 6.54%
7,569 $1.03 Million
Q4 2018

Apr 11, 2019

BUY
$112.34 - $158.22 $909,841 - $1.28 Million
8,099 New
8,099 $939,000

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 $210B
  • 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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