A detailed history of Investment Advisory Services Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Investment Advisory Services Inc holds 1,277 shares of CAT stock, worth $507,083. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,277
Previous 1,438 11.2%
Holding current value
$507,083
Previous $526,000 19.2%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Jul 17, 2024

SELL
$321.47 - $379.3 $51,756 - $61,067
-161 Reduced 11.2%
1,277 $425,000
Q1 2024

Apr 25, 2024

BUY
$278.63 - $366.43 $39,286 - $51,666
141 Added 10.87%
1,438 $526,000
Q4 2023

Jan 11, 2024

BUY
$226.05 - $298.12 $30,968 - $40,842
137 Added 11.81%
1,297 $383,000
Q3 2023

Oct 19, 2023

BUY
$240.58 - $288.65 $18,043 - $21,648
75 Added 6.91%
1,160 $316,000
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $223,238 - $268,721
1,085 New
1,085 $266,000

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
Track This Portfolio

Track Investment Advisory Services Inc Portfolio

Follow Investment Advisory Services 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 Investment Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Services Inc with notifications on news.