Klcm Advisors, Inc. Caterpillar Inc Transaction History

Klcm Advisors, Inc.

$840 Million
Q4 2024

A detailed history of Klcm Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Klcm Advisors, Inc. holds 2,777 shares of CAT stock, worth $944,291. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,777

Previous 3,144 11.67%

Holding current value

$944,291

Previous $1.23 Million 18.06%

% of portfolio

0.12%

Previous 0.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$360.37 - $416.88 $132,255 - $152,994	-367 Reduced 11.67%	2,777 $1.01 Million
Q3 2024 Nov 06, 2024	BUY	$316.8 - $391.12 $63,360 - $78,224	200 Added 6.79%	3,144 $1.23 Million
Q1 2024 May 16, 2024	SELL	$278.63 - $366.43 $28,698 - $37,742	-103 Reduced 3.38%	2,944 $1.08 Million
Q4 2023 Jan 30, 2024	SELL	$226.05 - $298.12 $9,494 - $12,521	-42 Reduced 1.36%	3,047 $900,000
Q3 2023 Nov 07, 2023	BUY	$240.58 - $288.65 $344,510 - $413,346	1,432 Added 86.42%	3,089 $843,000
Q2 2023 Aug 08, 2023	BUY	$205.75 - $247.67 $22,426 - $26,996	109 Added 7.04%	1,657 $407,000
Q1 2023 May 11, 2023	SELL	$215.01 - $264.54 $114,815 - $141,264	-534 Reduced 25.65%	1,548 $354,000
Q4 2022 Feb 10, 2023	BUY	$171.23 - $243.14 $171 - $243	1 Added 0.05%	2,082 $498,000
Q2 2022 Aug 04, 2022	SELL	$178.67 - $235.08 $134,895 - $177,485	-755 Reduced 26.62%	2,081 $372,000
Q1 2022 May 03, 2022	BUY	$182.83 - $229.87 $170,397 - $214,238	932 Added 48.95%	2,836 $632,000
Q4 2021 Jan 31, 2022	BUY	$188.94 - $214.25 $359,741 - $407,932	1,904 New	1,904 $394,000
Q4 2019 Feb 04, 2020	SELL	$117.97 - $148.5 $394,609 - $496,732	-3,345 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	$119.81 - $143.36 $11,981 - $14,336	100 Added 3.08%	3,345 $456,000
Q1 2019 May 14, 2019	BUY	$121.51 - $141.41 $394,299 - $458,875	3,245 New	3,245 $440,000

Others Institutions Holding CAT

# of Institutions

3,279

Shares Held

339M

Call Options Held

5.53M

Put Options Held

6.88M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $180B
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...

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Klcm Advisors, Inc. Caterpillar Inc Transaction History