A detailed history of Key Client Fiduciary Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 896 shares of CAT stock, worth $356,151. This represents 0.17% of its overall portfolio holdings.

Number of Shares
896
Previous 724 23.76%
Holding current value
$356,151
Previous $241,000 45.23%
% of portfolio
0.17%
Previous 0.13%

Shares

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

Oct 18, 2024

BUY
$316.8 - $391.12 $54,489 - $67,272
172 Added 23.76%
896 $350,000
Q2 2024

Jul 16, 2024

BUY
$321.47 - $379.3 $11,894 - $14,034
37 Added 5.39%
724 $241,000
Q1 2024

Apr 15, 2024

SELL
$278.63 - $366.43 $3,064 - $4,030
-11 Reduced 1.58%
687 $251,000
Q4 2023

Jan 09, 2024

BUY
$226.05 - $298.12 $157,782 - $208,087
698 New
698 $206,000

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 $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
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