A detailed history of Gries Financial LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Gries Financial LLC holds 1,608 shares of CAT stock, worth $617,584. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,608
Previous 630 155.24%
Holding current value
$617,584
Previous $209,000 200.48%
% of portfolio
0.13%
Previous 0.05%

Shares

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

Oct 18, 2024

BUY
$316.8 - $391.12 $309,830 - $382,515
978 Added 155.24%
1,608 $628,000
Q2 2024

Aug 02, 2024

SELL
$321.47 - $379.3 $516,923 - $609,914
-1,608 Reduced 71.85%
630 $209,000
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $623,573 - $820,070
2,238 New
2,238 $820,000
Q4 2022

Jan 10, 2023

BUY
$171.23 - $243.14 $168,490 - $239,249
984 New
984 $236,000
Q3 2021

Nov 12, 2021

SELL
$189.84 - $221.66 $358,797 - $418,937
-1,890 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
$208.86 - $244.79 $1,253 - $1,468
6 Added 0.32%
1,890 $387,000
Q1 2021

May 17, 2021

BUY
$180.63 - $233.63 $340,306 - $440,158
1,884 New
1,884 $452,000

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
Track This Portfolio

Track Gries Financial LLC Portfolio

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

News

Stay updated on Gries Financial LLC with notifications on news.