Joel Isaacson & Co., LLC Caterpillar Inc Transaction History

Joel Isaacson & Co., LLC

  • $2.07 Billion
  • Q3 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 2,727 shares of CAT stock, worth $1.08 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,727
Previous 2,726 0.04%
Holding current value
$1.08 Million
Previous $908,000 17.4%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 23, 2024
BUY
$316.8 - $391.12 $316 - $391
1 Added 0.04%
2,727 $1.07 Million
Q2 2024

Jul 23, 2024
SELL
$321.47 - $379.3 $2,250 - $2,655
-7 Reduced 0.26%
2,726 $908,000
Q1 2024

Apr 29, 2024
BUY
$278.63 - $366.43 $278 - $366
1 Added 0.04%
2,733 $1 Million
Q4 2023

Jan 24, 2024
BUY
$226.05 - $298.12 $904 - $1,192
4 Added 0.15%
2,732 $807,000
Q3 2023

Oct 23, 2023
BUY
$240.58 - $288.65 $240 - $288
1 Added 0.04%
2,728 $744,000
Q2 2023

Jul 26, 2023
BUY
$205.75 - $247.67 $411 - $495
2 Added 0.07%
2,727 $670,000
Q1 2023

Apr 24, 2023
BUY
$215.01 - $264.54 $64,718 - $79,626
301 Added 12.42%
2,725 $623,000
Q4 2022

Jan 27, 2023
BUY
$171.23 - $243.14 $342 - $486
2 Added 0.08%
2,424 $0
Q3 2022

Oct 13, 2022
BUY
$162.44 - $198.25 $203,212 - $248,010
1,251 Added 106.83%
2,422 $397,000
Q2 2022

Jul 15, 2022
BUY
$178.67 - $235.08 $357 - $470
2 Added 0.17%
1,171 $209,000
Q1 2022

Apr 21, 2022
BUY
$182.83 - $229.87 $365 - $459
2 Added 0.17%
1,169 $269,000
Q4 2021

Jan 19, 2022
BUY
$188.94 - $214.25 $220,492 - $250,029
1,167 New
1,167 $241,000
Q3 2021

Oct 21, 2021
SELL
$189.84 - $221.66 $191,928 - $224,098
-1,011 Closed
0 $0
Q2 2021

Jul 20, 2021
SELL
$208.86 - $244.79 $208 - $244
-1 Reduced 0.1%
1,011 $220,000
Q1 2021

Apr 23, 2021
BUY
$180.63 - $233.63 $182,797 - $236,433
1,012 New
1,012 $235,000
Q2 2018

Aug 01, 2018
SELL
$134.61 - $158.92 $249,163 - $294,160
-1,851 Closed
0 $0
Q1 2018

May 01, 2018
BUY
$144.29 - $170.89 $267,080 - $316,317
1,851 New
1,851 $273,000

Others Institutions Holding CAT

# of Institutions
3,121
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 $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 Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., LLC 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 Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email