Harel Insurance Investments & Financial Services Ltd. Caterpillar Inc Transaction History

Harel Insurance Investments & Financial Services Ltd.

$5.8 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$321.47 - $379.3 $237,244 - $279,923	-738 Reduced 61.76%	457 $150,000
Q1 2024 Apr 30, 2024	SELL	$278.63 - $366.43 $158,540 - $208,498	-569 Reduced 32.26%	1,195 $438,000
Q4 2023 Jan 30, 2024	BUY	$226.05 - $298.12 $186,039 - $245,352	823 Added 87.46%	1,764 $524,000
Q3 2023 Oct 30, 2023	SELL	$240.58 - $288.65 $67,121 - $80,533	-279 Reduced 22.87%	941 $260,000
Q2 2023 Jul 17, 2023	BUY	$205.75 - $247.67 $106,990 - $128,788	520 Added 74.29%	1,220 $298,000
Q1 2023 May 02, 2023	SELL	$215.01 - $264.54 $184,693 - $227,239	-859 Reduced 55.1%	700 $157,000
Q4 2022 Jan 26, 2023	SELL	$171.23 - $243.14 $126,881 - $180,166	-741 Reduced 32.22%	1,559 $373,000
Q2 2022 Jul 19, 2022	SELL	$178.67 - $235.08 $518,142 - $681,732	-2,900 Reduced 55.77%	2,300 $411,000
Q1 2022 May 03, 2022	BUY	$182.83 - $229.87 $437,877 - $550,538	2,395 Added 85.38%	5,200 $1.16 Million
Q4 2021 Feb 07, 2022	SELL	$188.94 - $214.25 $433,617 - $491,703	-2,295 Reduced 45.0%	2,805 $577,000
Q3 2021 Oct 25, 2021	SELL	$189.84 - $221.66 $1.25 Million - $1.46 Million	-6,608 Reduced 56.44%	5,100 $979,000
Q2 2021 Jul 26, 2021	BUY	$208.86 - $244.79 $1.78 Million - $2.08 Million	8,508 Added 265.88%	11,708 $8.31 Million
Q1 2021 Apr 27, 2021	SELL	$180.63 - $233.63 $229,400 - $296,710	-1,270 Reduced 28.41%	3,200 $2.48 Million
Q4 2020 Jan 26, 2021	BUY	$146.71 - $182.21 $127,931 - $158,887	872 Added 24.24%	4,470 $2.62 Million
Q3 2020 Oct 20, 2020	BUY	$125.73 - $153.87 $12,321 - $15,079	98 Added 2.8%	3,598 $537,000
Q2 2020 Jul 14, 2020	BUY	$104.48 - $137.72 $365,680 - $482,020	3,500 New	3,500 $443,000
Q3 2019 Nov 06, 2019	SELL	$113.38 - $139.64 $207,485 - $255,541	-1,830 Closed	0 $0
Q2 2019 Jul 22, 2019	BUY	$119.81 - $143.36 $219,252 - $262,348	1,830 New	1,830 $249,000
Q1 2019 Apr 18, 2019	SELL	$121.51 - $141.41 $1.04 Million - $1.22 Million	-8,600 Closed	0 $0
Q4 2018 Jan 29, 2019	SELL	$112.34 - $158.22 $65,831 - $92,716	-586 Reduced 6.38%	8,600 $1.09 Million
Q3 2018 Oct 29, 2018	SELL	$132.02 - $156.38 $144,825 - $171,548	-1,097 Reduced 10.67%	9,186 $1.4 Million
Q2 2018 Jul 30, 2018	SELL	$134.61 - $158.92 $90,188 - $106,476	-670 Reduced 6.12%	10,283 $1.4 Million
Q1 2018 Apr 30, 2018	BUY	$144.29 - $170.89 $931,103 - $1.1 Million	6,453 Added 143.4%	10,953 $1.61 Million
Q4 2017 Feb 01, 2018	BUY	$124.72 - $158.42 $561,240 - $712,890	4,500	4,500 $709,000

Others Institutions Holding CAT

# of Institutions

3,122

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

Vanguard Group Inc Valley Forge, PA

46.5M
Shares

$18.9 Billion
0.33% of portfolio
State Street Corp Boston, MA

36.4M
Shares

$14.8 Billion
0.59% of portfolio
Black Rock Inc. New York, NY

36.2M
Shares

$14.7 Billion
0.28% of portfolio
State Farm Mutual Automobile Insurance CO Bloomington, IL

17.7M
Shares

$7.19 Billion
6.04% of portfolio
Capital World Investors Los Angeles, CA

17.5M
Shares

$7.09 Billion
1.09% of portfolio

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $214B
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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