Herold Advisors, Inc. Caterpillar Inc Transaction History

Herold Advisors, Inc.

$443 Million
Q4 2024

A detailed history of Herold Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Herold Advisors, Inc. holds 2,081 shares of CAT stock, worth $706,790. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,081

Previous 2,591 19.68%

Holding current value

$706,790

Previous $1.01 Million 25.57%

% of portfolio

0.17%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$360.37 - $416.88 $183,788 - $212,608	-510 Reduced 19.68%	2,081 $754,000
Q3 2024 Nov 14, 2024	SELL	$316.8 - $391.12 $21,542 - $26,596	-68 Reduced 2.56%	2,591 $1.01 Million
Q2 2024 Jul 24, 2024	BUY	$321.47 - $379.3 $420,804 - $496,503	1,309 Added 96.96%	2,659 $885,000
Q4 2023 Feb 02, 2024	BUY	$226.05 - $298.12 $45,210 - $59,624	200 Added 17.39%	1,350 $399,000
Q3 2023 Nov 08, 2023	SELL	$240.58 - $288.65 $24,058 - $28,864	-100 Reduced 8.0%	1,150 $313,000
Q2 2023 Jul 14, 2023	SELL	$205.75 - $247.67 $11,110 - $13,374	-54 Reduced 4.14%	1,250 $307,000
Q1 2023 Apr 19, 2023	BUY	$215.01 - $264.54 $10,965 - $13,491	51 Added 4.07%	1,304 $298,000
Q4 2022 Feb 14, 2023	SELL	$171.23 - $243.14 $5,993 - $8,509	-35 Reduced 2.72%	1,253 $300,000
Q3 2022 Nov 08, 2022	BUY	$162.44 - $198.25 $162 - $198	1 Added 0.08%	1,288 $211,000
Q2 2022 Jul 15, 2022	BUY	$178.67 - $235.08 $9,112 - $11,989	51 Added 4.13%	1,287 $230,000
Q1 2022 May 09, 2022	BUY	$182.83 - $229.87 $24,864 - $31,262	136 Added 12.36%	1,236 $275,000
Q4 2021 Jan 20, 2022	BUY	$188.94 - $214.25 $37,788 - $42,850	200 Added 22.22%	1,100 $227,000
Q3 2021 Nov 03, 2021	BUY	$189.84 - $221.66 $170,856 - $199,494	900 New	900 $172,000

Others Institutions Holding CAT

# of Institutions

3,298

Shares Held

339M

Call Options Held

5.53M

Put Options Held

6.88M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $179B
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...

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Herold Advisors, Inc. Caterpillar Inc Transaction History