Kcm Investment Advisors LLC Caterpillar Inc Transaction History

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024

A detailed history of Kcm Investment Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 54,005 shares of CAT stock, worth $19.7 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
54,005
Previous 54,514 0.93%
Holding current value
$19.7 Million
Previous $18.2 Million 16.32%
% of portfolio
0.73%
Previous 0.66%

Shares

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

Nov 06, 2024
SELL
$316.8 - $391.12 $161,251 - $199,080
-509 Reduced 0.93%
54,005 $21.1 Million
Q2 2024

Jul 29, 2024
SELL
$321.47 - $379.3 $216,670 - $255,648
-674 Reduced 1.22%
54,514 $18.2 Million
Q1 2024

May 07, 2024
SELL
$278.63 - $366.43 $127,333 - $167,458
-457 Reduced 0.82%
55,188 $20.2 Million
Q4 2023

Feb 13, 2024
SELL
$226.05 - $298.12 $623,219 - $821,916
-2,757 Reduced 4.72%
55,645 $16.5 Million
Q3 2023

Nov 08, 2023
SELL
$240.58 - $288.65 $236,730 - $284,031
-984 Reduced 1.66%
58,402 $15.9 Million
Q2 2023

Aug 09, 2023
SELL
$205.75 - $247.67 $100,406 - $120,862
-488 Reduced 0.82%
59,386 $14.6 Million
Q1 2023

May 09, 2023
SELL
$215.01 - $264.54 $46,657 - $57,405
-217 Reduced 0.36%
59,874 $13.7 Million
Q4 2022

Jan 31, 2023
SELL
$171.23 - $243.14 $212,496 - $301,736
-1,241 Reduced 2.02%
60,091 $14.4 Million
Q3 2022

Nov 10, 2022
SELL
$162.44 - $198.25 $235,050 - $286,867
-1,447 Reduced 2.3%
61,332 $10.1 Million
Q2 2022

Aug 15, 2022
BUY
$178.67 - $235.08 $142,399 - $187,358
797 Added 1.29%
62,779 $11.2 Million
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $322,694 - $405,720
1,765 Added 2.93%
61,982 $13.8 Million
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $1.21 Million - $1.37 Million
6,410 Added 11.91%
60,217 $12.4 Million
Q3 2021

Nov 12, 2021
BUY
$189.84 - $221.66 $2.53 Million - $2.95 Million
13,322 Added 32.91%
53,807 $10.3 Million
Q2 2021

Oct 21, 2021
BUY
$208.86 - $244.79 $16,708 - $19,583
80 Added 0.2%
40,485 $8.81 Million
Q2 2021

Aug 12, 2021
BUY
$208.86 - $244.79 $1.48 Million - $1.74 Million
7,098 Added 21.31%
40,405 $8.79 Million
Q1 2021

May 13, 2021
BUY
$180.63 - $233.63 $588,673 - $761,400
3,259 Added 10.85%
33,307 $7.72 Million
Q4 2020

Feb 19, 2021
BUY
$146.71 - $182.21 $109,005 - $135,382
743 Added 2.54%
30,048 $5.47 Million
Q3 2020

Nov 16, 2020
BUY
$125.73 - $153.87 $62,990 - $77,088
501 Added 1.74%
29,305 $4.37 Million
Q2 2020

Aug 14, 2020
SELL
$104.48 - $137.72 $56,210 - $74,093
-538 Reduced 1.83%
28,804 $3.64 Million
Q1 2020

Apr 27, 2020
SELL
$91.85 - $150.53 $83,675 - $137,132
-911 Reduced 3.01%
29,342 $3.41 Million
Q4 2019

Feb 18, 2020
SELL
$117.97 - $148.5 $445,100 - $560,290
-3,773 Reduced 11.09%
30,253 $4.47 Million
Q3 2019

Nov 15, 2019
SELL
$113.38 - $139.64 $198,755 - $244,788
-1,753 Reduced 4.9%
34,026 $4.3 Million
Q2 2019

Aug 14, 2019
SELL
$119.81 - $143.36 $99,202 - $118,702
-828 Reduced 2.26%
35,779 $4.88 Million
Q1 2019

May 16, 2019
BUY
$121.51 - $141.41 $599,408 - $697,575
4,933 Added 15.57%
36,607 $4.96 Million
Q4 2018

Feb 12, 2019
BUY
$112.34 - $158.22 $124,922 - $175,940
1,112 Added 3.64%
31,674 $4.03 Million
Q3 2018

Nov 07, 2018
BUY
$132.02 - $156.38 $924 - $1,094
7 Added 0.02%
30,562 $0
Q2 2018

Aug 10, 2018
SELL
$134.61 - $158.92 $3,903 - $4,608
-29 Reduced 0.09%
30,555 $4.15 Million
Q1 2018

May 09, 2018
BUY
$144.29 - $170.89 $15,294 - $18,114
106 Added 0.35%
30,584 $4.51 Million
Q4 2017

Feb 22, 2018
SELL
$124.72 - $158.42 $9,977 - $12,673
-80 Reduced 0.26%
30,478 $4.8 Million
Q3 2017

Nov 13, 2017
BUY
$112.85 - $125.23 $3.45 Million - $3.83 Million
30,558
30,558 $3.81 Million

Others Institutions Holding CAT

# of Institutions
3,127
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 $192B
  • 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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