A detailed history of Htg Investment Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 900 shares of CAT stock, worth $319,743. This represents 0.16% of its overall portfolio holdings.

Number of Shares
900
Previous 914 1.53%
Holding current value
$319,743
Previous $335 Million 10.49%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Jul 31, 2024

SELL
$321.47 - $379.3 $4,500 - $5,310
-14 Reduced 1.53%
900 $300 Million
Q4 2023

Jan 29, 2024

BUY
$226.05 - $298.12 $904 - $1,192
4 Added 0.44%
914 $270 Million
Q3 2023

Oct 24, 2023

SELL
$240.58 - $288.65 $3,608 - $4,329
-15 Reduced 1.62%
910 $248 Million
Q2 2023

Jul 17, 2023

BUY
$205.75 - $247.67 $10,287 - $12,383
50 Added 5.71%
925 $228 Million
Q1 2023

Apr 13, 2023

SELL
$215.01 - $264.54 $6,665 - $8,200
-31 Reduced 3.42%
875 $200 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $155,134 - $220,284
906 New
906 $217 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 $188B
  • 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 Htg Investment Advisors, Inc. Portfolio

Follow Htg Investment Advisors, Inc. 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 Htg Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Htg Investment Advisors, Inc. with notifications on news.