Insight Advisors, LLC Caterpillar Inc Transaction History

Insight Advisors, LLC

$372 Million
Q3 2024

A detailed history of Insight Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Insight Advisors, LLC holds 1,405 shares of CAT stock, worth $543,833. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,405

Previous 1,410 0.35%

Holding current value

$543,833

Previous $469,000 17.06%

% of portfolio

0.15%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$316.8 - $391.12 $1,584 - $1,955	-5 Reduced 0.35%	1,405 $549,000
Q2 2024 Jul 15, 2024	BUY	$321.47 - $379.3 $35,040 - $41,343	109 Added 8.38%	1,410 $469,000
Q1 2024 May 06, 2024	SELL	$278.63 - $366.43 $6,129 - $8,061	-22 Reduced 1.66%	1,301 $476,000
Q4 2023 Jan 23, 2024	SELL	$226.05 - $298.12 $8,815 - $11,626	-39 Reduced 2.86%	1,323 $391,000
Q3 2023 Nov 07, 2023	SELL	$240.58 - $288.65 $19,005 - $22,803	-79 Reduced 5.48%	1,362 $371,000
Q2 2023 Aug 07, 2023	SELL	$205.75 - $247.67 $94,027 - $113,185	-457 Reduced 24.08%	1,441 $354,000
Q1 2023 May 03, 2023	SELL	$215.01 - $264.54 $307,894 - $378,821	-1,432 Reduced 43.0%	1,898 $434,000
Q4 2022 Feb 21, 2023	SELL	$171.23 - $243.14 $110,785 - $157,311	-647 Reduced 16.27%	3,330 $797,000
Q3 2022 Dec 12, 2022	SELL	$162.44 - $198.25 $1,624 - $1,982	-10 Reduced 0.25%	3,977 $652,000
Q2 2022 Aug 11, 2022	SELL	$178.67 - $235.08 $107,916 - $141,988	-604 Reduced 13.16%	3,987 $726,000
Q1 2022 Jun 02, 2022	BUY	$182.83 - $229.87 $281,558 - $353,999	1,540 Added 50.48%	4,591 $1.02 Million
Q1 2022 May 13, 2022	BUY	$182.83 - $229.87 $73,314 - $92,177	401 Added 15.13%	3,051 $680,000
Q4 2021 Feb 09, 2022	SELL	$188.94 - $214.25 $17,571 - $19,925	-93 Reduced 3.39%	2,650 $548,000
Q3 2021 Nov 12, 2021	BUY	$189.84 - $221.66 $10,820 - $12,634	57 Added 2.12%	2,743 $558,000
Q2 2021 Aug 12, 2021	SELL	$208.86 - $244.79 $217,005 - $254,336	-1,039 Reduced 27.89%	2,686 $551,000
Q1 2021 May 17, 2021	BUY	$180.63 - $233.63 $180,268 - $233,162	998 Added 36.6%	3,725 $850,000
Q4 2020 Feb 12, 2021	BUY	$146.71 - $182.21 $400,078 - $496,886	2,727 New	2,727 $496,000

Others Institutions Holding CAT

# of Institutions

3,073

Shares Held

344M

Call Options Held

8.03M

Put Options Held

8.16M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $204B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Account

Insight Advisors, LLC Caterpillar Inc Transaction History