Jnba Financial Advisors Caterpillar Inc Transaction History

Jnba Financial Advisors

  • $947 Million
  • Q2 2024

A detailed history of Jnba Financial Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Jnba Financial Advisors holds 246 shares of CAT stock, worth $97,044. This represents 0.01% of its overall portfolio holdings.

Number of Shares
246
Previous 246 -0.0%
Holding current value
$97,044
Previous $90,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
BUY
$240.58 - $288.65 $6,495 - $7,793
27 Added 12.33%
246 $67,000
Q1 2023

May 01, 2023
SELL
$215.01 - $264.54 $21,501 - $26,454
-100 Reduced 31.35%
219 $50,000
Q3 2022

Nov 07, 2022
SELL
$162.44 - $198.25 $4,548 - $5,551
-28 Reduced 8.07%
319 $52,000
Q2 2022

Jul 22, 2022
BUY
$178.67 - $235.08 $4,288 - $5,641
24 Added 7.43%
347 $62,000
Q1 2022

Apr 29, 2022
BUY
$182.83 - $229.87 $731 - $919
4 Added 1.25%
323 $72,000
Q1 2020

May 01, 2020
SELL
$91.85 - $150.53 $1,010 - $1,655
-11 Reduced 3.33%
319 $37,000
Q4 2019

Feb 10, 2020
BUY
$117.97 - $148.5 $13,094 - $16,483
111 Added 50.68%
330 $49,000
Q3 2019

Nov 01, 2019
SELL
$113.38 - $139.64 $20,521 - $25,274
-181 Reduced 45.25%
219 $28,000
Q2 2019

Jul 26, 2019
BUY
$119.81 - $143.36 $11,981 - $14,336
100 Added 33.33%
400 $55,000
Q4 2018

Feb 07, 2019
SELL
$112.34 - $158.22 $66,280 - $93,349
-590 Reduced 66.29%
300 $38,000
Q3 2018

Nov 01, 2018
BUY
$132.02 - $156.38 $36,569 - $43,317
277 Added 45.19%
890 $136,000
Q2 2018

Jul 17, 2018
BUY
$134.61 - $158.92 $6,057 - $7,151
45 Added 7.92%
613 $83,000
Q1 2018

May 07, 2018
BUY
$144.29 - $170.89 $38,669 - $45,798
268 Added 89.33%
568 $568,000
Q2 2017

Aug 14, 2017
BUY
N/A
300
300 $32,000

Others Institutions Holding CAT

# of Institutions
3,004
Shares Held
340M
Call Options Held
8.27M
Put Options Held
8.72M
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 $208B
  • 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 Jnba Financial Advisors Portfolio

Follow Jnba Financial Advisors 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 Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email