A detailed history of Guardian Asset Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 1,917 shares of CAT stock, worth $655,077. This represents 0.47% of its overall portfolio holdings.

Number of Shares
1,917
Previous 1,956 1.99%
Holding current value
$655,077
Previous $717 Million 10.94%
% of portfolio
0.47%
Previous 0.59%

Shares

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

Jul 15, 2024

SELL
$321.47 - $379.3 $12,537 - $14,792
-39 Reduced 1.99%
1,917 $638 Million
Q1 2024

May 06, 2024

BUY
$278.63 - $366.43 $278 - $366
1 Added 0.05%
1,956 $717 Million
Q4 2023

May 03, 2024

BUY
$226.05 - $298.12 $441,927 - $582,824
1,955 New
1,955 $578 Million

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 $180B
  • 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 Guardian Asset Advisors, LLC Portfolio

Follow Guardian Asset Advisors, 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 Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.