Jnba Financial Advisors Caterpillar Inc Transaction History

Jnba Financial Advisors

  • $960 Million
  • Q1 2025

A detailed history of Jnba Financial Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Jnba Financial Advisors holds 339 shares of CAT stock, worth $104,093. This represents 0.01% of its overall portfolio holdings.

Number of Shares
339
Previous 239 41.84%
Holding current value
$104,093
Previous $86,000 29.07%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$326.75 - $407.63 $32,675 - $40,763
100 Added 41.84%
339 $111,000
Q4 2024

Jan 30, 2025
SELL
$360.37 - $416.88 $2,522 - $2,918
-7 Reduced 2.85%
239 $86,000
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
3,269
Shares Held
341M
Call Options Held
5.53M
Put Options Held
6.88M
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 $162B
  • 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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