A detailed history of Herold Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Herold Advisors, Inc. holds 2,591 shares of CAT stock, worth $1.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,591
Previous 2,659 2.56%
Holding current value
$1.05 Million
Previous $885,000 14.46%
% of portfolio
0.23%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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