A detailed history of Joule Financial, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Joule Financial, LLC holds 1,157 shares of CAT stock, worth $450,755. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,157
Previous 1,164 0.6%
Holding current value
$450,755
Previous $387,000 16.8%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 17, 2024

SELL
$316.8 - $391.12 $2,217 - $2,737
-7 Reduced 0.6%
1,157 $452,000
Q2 2024

Oct 17, 2024

BUY
$321.47 - $379.3 $13,823 - $16,309
43 Added 3.84%
1,164 $387,000
Q2 2024

Jul 23, 2024

BUY
$321.47 - $379.3 $13,823 - $16,309
43 Added 3.84%
1,164 $387,000
Q1 2024

Oct 17, 2024

SELL
$278.63 - $366.43 $11,981 - $15,756
-43 Reduced 3.69%
1,121 $410,000
Q1 2024

Apr 30, 2024

SELL
$278.63 - $366.43 $25,912 - $34,077
-93 Reduced 7.66%
1,121 $410,000
Q4 2023

Jan 11, 2024

SELL
$226.05 - $298.12 $4,973 - $6,558
-22 Reduced 1.78%
1,214 $358,000
Q3 2023

Oct 26, 2023

SELL
$240.58 - $288.65 $5,292 - $6,350
-22 Reduced 1.75%
1,236 $337,000
Q2 2023

Jul 14, 2023

BUY
$205.75 - $247.67 $9,464 - $11,392
46 Added 3.8%
1,258 $309,000
Q1 2023

Apr 13, 2023

BUY
$215.01 - $264.54 $20,210 - $24,866
94 Added 8.41%
1,212 $277,000
Q4 2022

Jan 13, 2023

BUY
$171.23 - $243.14 $191,435 - $271,830
1,118 New
1,118 $0

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 $206B
  • 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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