Independent Advisor Alliance Caterpillar Inc Transaction History

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024

A detailed history of Independent Advisor Alliance transactions in Caterpillar Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 48,366 shares of CAT stock, worth $18.5 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
48,366
Previous 49,959 3.19%
Holding current value
$18.5 Million
Previous $16.6 Million 13.67%
% of portfolio
0.7%
Previous 0.58%

Shares

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

Nov 12, 2024
SELL
$316.8 - $391.12 $504,662 - $623,054
-1,593 Reduced 3.19%
48,366 $18.9 Million
Q2 2024

Aug 12, 2024
SELL
$321.47 - $379.3 $658,049 - $776,427
-2,047 Reduced 3.94%
49,959 $16.6 Million
Q1 2024

May 08, 2024
SELL
$278.63 - $366.43 $1.45 Million - $1.91 Million
-5,218 Reduced 9.12%
52,006 $19.1 Million
Q4 2023

Feb 08, 2024
SELL
$226.05 - $298.12 $259,731 - $342,539
-1,149 Reduced 1.97%
57,224 $16.9 Million
Q3 2023

Oct 24, 2023
SELL
$240.58 - $288.65 $202,327 - $242,754
-841 Reduced 1.42%
58,373 $15.9 Million
Q2 2023

Jul 28, 2023
SELL
$205.75 - $247.67 $311,917 - $375,467
-1,516 Reduced 2.5%
59,214 $14.6 Million
Q1 2023

May 12, 2023
SELL
$215.01 - $264.54 $943,893 - $1.16 Million
-4,390 Reduced 6.74%
60,730 $13.9 Million
Q4 2022

Feb 13, 2023
SELL
$171.23 - $243.14 $32,191 - $45,710
-188 Reduced 0.29%
65,120 $15.6 Million
Q3 2022

Nov 04, 2022
BUY
$162.44 - $198.25 $155,455 - $189,725
957 Added 1.49%
65,308 $10.7 Million
Q2 2022

Aug 04, 2022
SELL
$178.67 - $235.08 $309,099 - $406,688
-1,730 Reduced 2.62%
64,351 $11.5 Million
Q1 2022

May 06, 2022
SELL
$182.83 - $229.87 $27,058 - $34,020
-148 Reduced 0.22%
66,081 $14.7 Million
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $527,520 - $598,186
2,792 Added 4.4%
66,229 $13.7 Million
Q3 2021

Nov 01, 2021
SELL
$189.84 - $221.66 $1.27 Million - $1.48 Million
-6,699 Reduced 9.55%
63,437 $12.2 Million
Q2 2021

Aug 12, 2021
SELL
$208.86 - $244.79 $281,334 - $329,732
-1,347 Reduced 1.88%
70,136 $15.3 Million
Q1 2021

May 14, 2021
BUY
$180.63 - $233.63 $2.01 Million - $2.6 Million
11,146 Added 18.47%
71,483 $16.6 Million
Q4 2020

Feb 11, 2021
BUY
$146.71 - $182.21 $332,738 - $413,252
2,268 Added 3.91%
60,337 $11 Million
Q3 2020

Nov 04, 2020
BUY
$125.73 - $153.87 $4.62 Million - $5.65 Million
36,741 Added 172.27%
58,069 $8.7 Million
Q2 2020

Aug 06, 2020
SELL
$104.48 - $137.72 $602,849 - $794,644
-5,770 Reduced 21.29%
21,328 $2.71 Million
Q1 2020

May 14, 2020
BUY
$91.85 - $150.53 $733,789 - $1.2 Million
7,989 Added 41.81%
27,098 $3.14 Million
Q4 2019

Feb 07, 2020
BUY
$117.97 - $148.5 $376,678 - $474,160
3,193 Added 20.06%
19,109 $2.82 Million
Q3 2019

Nov 12, 2019
SELL
$113.38 - $139.64 $14,059 - $17,315
-124 Reduced 0.77%
15,916 $2.01 Million
Q2 2019

Aug 12, 2019
SELL
$119.81 - $143.36 $29,353 - $35,123
-245 Reduced 1.5%
16,040 $2.19 Million
Q1 2019

May 07, 2019
SELL
$121.51 - $141.41 $42,163 - $49,069
-347 Reduced 2.09%
16,285 $2.21 Million
Q4 2018

Feb 12, 2019
BUY
$112.34 - $158.22 $190,640 - $268,499
1,697 Added 11.36%
16,632 $2.11 Million
Q3 2018

Nov 13, 2018
SELL
$132.02 - $156.38 $330,446 - $391,419
-2,503 Reduced 14.35%
14,935 $1.97 Million
Q2 2018

Aug 08, 2018
SELL
$134.61 - $158.92 $1.4 Million - $1.65 Million
-10,401 Reduced 37.36%
17,438 $2.1 Million
Q1 2018

May 15, 2018
SELL
$144.29 - $170.89 $157,708 - $186,782
-1,093 Reduced 3.78%
27,839 $4 Million
Q4 2017

Feb 14, 2018
BUY
$124.72 - $158.42 $514,594 - $653,640
4,126 Added 16.63%
28,932 $4.8 Million
Q3 2017

Nov 15, 2017
SELL
$112.85 - $125.23 $865,785 - $960,764
-7,672 Reduced 23.62%
24,806 $3.15 Million
Q2 2017

Aug 14, 2017
BUY
N/A
32,478
32,478 $2.34 Million

Others Institutions Holding CAT

# of Institutions
3,120
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $201B
  • 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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