Ifp Advisors, Inc Caterpillar Inc Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 7,480 shares of CAT stock, worth $2.72 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,480

Previous 4,001 86.95%

Holding current value

$2.72 Million

Previous $1.47 Million 69.92%

% of portfolio

0.1%

Previous 0.07%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$321.47 - $379.3 $1.12 Million - $1.32 Million	3,479 Added 86.95%	7,480 $2.49 Million
Q1 2024 Jul 30, 2024	SELL	$278.63 - $366.43 $463,918 - $610,105	-1,665 Reduced 29.39%	4,001 $1.47 Million
Q4 2023 Jan 09, 2024	SELL	$226.05 - $298.12 $21,248 - $28,023	-94 Reduced 1.63%	5,666 $1.68 Million
Q3 2023 Oct 12, 2023	SELL	$240.58 - $288.65 $2.18 Million - $2.61 Million	-9,045 Reduced 61.09%	5,760 $1.57 Million
Q2 2023 Aug 04, 2023	BUY	$205.75 - $247.67 $1.66 Million - $1.99 Million	8,050 Added 119.17%	14,805 $3.64 Million
Q1 2023 Apr 18, 2023	SELL	$215.01 - $264.54 $1.74 Million - $2.14 Million	-8,098 Reduced 54.52%	6,755 $1.55 Million
Q4 2022 Feb 07, 2023	SELL	$171.23 - $243.14 $1.05 Million - $1.49 Million	-6,120 Reduced 29.18%	14,853 $1.28 Million
Q3 2022 Nov 08, 2022	BUY	$162.44 - $198.25 $231,964 - $283,101	1,428 Added 7.31%	20,973 $1.95 Million
Q2 2022 Sep 06, 2022	BUY	$178.67 - $235.08 $3.49 Million - $4.59 Million	19,528 Added 114870.59%	19,545 $1.83 Million
Q2 2022 Aug 12, 2022	SELL	$178.67 - $235.08 $3.49 Million - $4.59 Million	-19,528 Reduced 99.91%	17 $1,000
Q1 2022 Sep 06, 2022	BUY	$182.83 - $229.87 $1.74 Million - $2.19 Million	9,518 Added 94.92%	19,545 $4.36 Million
Q1 2022 Aug 08, 2022	BUY	$182.83 - $229.87 $140,596 - $176,770	769 Added 8.31%	10,027 $2.23 Million
Q4 2021 Jan 12, 2022	SELL	$188.94 - $214.25 $12,092 - $13,712	-64 Reduced 0.69%	9,258 $1.94 Million
Q3 2021 Oct 06, 2021	BUY	$189.84 - $221.66 $631,787 - $737,684	3,328 Added 55.52%	9,322 $1.82 Million
Q2 2021 Jul 13, 2021	BUY	$208.86 - $244.79 $273,815 - $320,919	1,311 Added 27.99%	5,994 $1.29 Million
Q1 2021 Apr 30, 2021	SELL	$180.63 - $233.63 $602,942 - $779,856	-3,338 Reduced 41.62%	4,683 $1.08 Million
Q4 2020 Jan 25, 2021	SELL	$146.71 - $182.21 $12,176 - $15,123	-83 Reduced 1.02%	8,021 $1.46 Million
Q3 2020 Oct 29, 2020	SELL	$125.73 - $153.87 $1,508 - $1,846	-12 Reduced 0.15%	8,104 $1.2 Million
Q2 2020 Aug 05, 2020	BUY	$104.48 - $137.72 $310,201 - $408,890	2,969 Added 57.68%	8,116 $1.02 Million
Q1 2020 May 12, 2020	BUY	$91.85 - $150.53 $121,609 - $199,301	1,324 Added 34.63%	5,147 $572,000
Q4 2019 Jan 17, 2020	SELL	$117.97 - $148.5 $524,966 - $660,825	-4,450 Reduced 53.79%	3,823 $565,000
Q3 2019 Nov 07, 2019	SELL	$113.38 - $139.64 $6,689 - $8,238	-59 Reduced 0.71%	8,273 $1.05 Million
Q1 2019 May 15, 2019	SELL	$121.51 - $141.41 $1.23 Million - $1.43 Million	-10,127 Reduced 54.86%	8,332 $1.14 Million
Q4 2018 Jan 23, 2019	SELL	$112.34 - $158.22 $1.01 Million - $1.42 Million	-9,004 Reduced 32.79%	18,459 $2.35 Million
Q3 2018 Oct 25, 2018	SELL	$132.02 - $156.38 $256,646 - $304,002	-1,944 Reduced 6.61%	27,463 $0
Q2 2018 Aug 07, 2018	BUY	$134.61 - $158.92 $833,774 - $984,350	6,194 Added 26.68%	29,407 $0
Q1 2018 Jun 03, 2019	SELL	$144.29 - $170.89 $550,899 - $652,458	-3,818 Reduced 14.12%	23,213 $3.66 Million
Q1 2018 May 09, 2018	BUY	$144.29 - $170.89 $550,899 - $652,458	3,818 Added 16.45%	27,031 $0
Q4 2017 Jan 24, 2018	SELL	$124.72 - $158.42 $3.27 Million - $4.16 Million	-26,239 Reduced 53.06%	23,213 $0
Q3 2017 Oct 30, 2017	SELL	$112.85 - $125.23 $321,171 - $356,404	-2,846 Reduced 5.44%	49,452 $6.17 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-1,633 Reduced 3.03%	52,298 $5.62 Million
Q1 2017 Jun 03, 2019	SELL	N/A	-3,219 Reduced 5.63%	53,931 $5 Million
Q4 2016 Jun 03, 2019	BUY	N/A	11,923 Added 26.36%	57,150 $5.3 Million
Q2 2016 Jun 03, 2019	BUY	N/A	36,895 Added 442.81%	45,227 $3.43 Million
Q1 2016 Jun 03, 2019	BUY	N/A	8,332	8,332 $1.14 Million

Others Institutions Holding CAT

# of Institutions

3,125

Shares Held

335M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $192B
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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