Kmg Fiduciary Partners, LLC Caterpillar Inc Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 10,412 shares of CAT stock, worth $4.06 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

10,412

Previous 10,176 2.32%

Holding current value

$4.06 Million

Previous $3.39 Million 20.15%

% of portfolio

0.36%

Previous 0.33%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$316.8 - $391.12 $74,764 - $92,304	236 Added 2.32%	10,412 $4.07 Million
Q2 2024 Jul 17, 2024	BUY	$321.47 - $379.3 $50,470 - $59,550	157 Added 1.57%	10,176 $3.39 Million
Q1 2024 Apr 10, 2024	SELL	$278.63 - $366.43 $2.31 Million - $3.04 Million	-8,295 Reduced 45.29%	10,019 $3.67 Million
Q4 2023 Jan 10, 2024	BUY	$226.05 - $298.12 $678 - $894	3 Added 0.02%	18,314 $5.41 Million
Q3 2023 Oct 25, 2023	BUY	$240.58 - $288.65 $95,269 - $114,305	396 Added 2.21%	18,311 $5 Million
Q2 2023 Jul 14, 2023	BUY	$205.75 - $247.67 $363,354 - $437,385	1,766 Added 10.94%	17,915 $4.41 Million
Q1 2023 Apr 13, 2023	BUY	$215.01 - $264.54 $139,326 - $171,421	648 Added 4.18%	16,149 $3.7 Million
Q4 2022 Jan 12, 2023	BUY	$171.23 - $243.14 $151,024 - $214,449	882 Added 6.03%	15,501 $0
Q3 2022 Oct 27, 2022	BUY	$162.44 - $198.25 $91,128 - $111,218	561 Added 3.99%	14,619 $2.4 Million
Q2 2022 Jul 13, 2022	BUY	$178.67 - $235.08 $115,956 - $152,566	649 Added 4.84%	14,058 $2.51 Million
Q1 2022 Apr 19, 2022	BUY	$182.83 - $229.87 $533,315 - $670,530	2,917 Added 27.8%	13,409 $2.99 Million
Q4 2021 Jan 12, 2022	BUY	$188.94 - $214.25 $1.56 Million - $1.77 Million	8,255 Added 369.02%	10,492 $2.17 Million
Q3 2021 Oct 12, 2021	BUY	$189.84 - $221.66 $84,478 - $98,638	445 Added 24.83%	2,237 $429,000
Q2 2021 Jul 20, 2021	BUY	$208.86 - $244.79 $46,993 - $55,077	225 Added 14.36%	1,792 $390,000
Q1 2021 Apr 08, 2021	BUY	$180.63 - $233.63 $283,047 - $366,098	1,567 New	1,567 $363,000

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

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...

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Kmg Fiduciary Partners, LLC Caterpillar Inc Transaction History