A detailed history of Holistic Financial Partners transactions in Caterpillar Inc stock. As of the latest transaction made, Holistic Financial Partners holds 769 shares of CAT stock, worth $305,669. This represents 0.15% of its overall portfolio holdings.

Number of Shares
769
Previous 761 1.05%
Holding current value
$305,669
Previous $253,000 18.58%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Nov 07, 2024

BUY
$316.8 - $391.12 $2,534 - $3,128
8 Added 1.05%
769 $300,000
Q2 2024

Jul 30, 2024

SELL
$321.47 - $379.3 $6,107 - $7,206
-19 Reduced 2.44%
761 $253,000
Q1 2024

May 08, 2024

BUY
$278.63 - $366.43 $217,331 - $285,815
780 New
780 $285,000

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 $210B
  • 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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