A detailed history of Kovitz Investment Group Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 113,044 shares of CAT stock, worth $43.4 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
113,044
Previous 108,265 4.41%
Holding current value
$43.4 Million
Previous $36.1 Million 22.6%
% of portfolio
0.29%
Previous 0.34%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $1.51 Million - $1.87 Million
4,779 Added 4.41%
113,044 $44.2 Million
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $19.3 Million - $22.8 Million
60,134 Added 124.94%
108,265 $36.1 Million
Q1 2024

May 14, 2024

SELL
$278.63 - $366.43 $2.94 Million - $3.87 Million
-10,551 Reduced 17.98%
48,131 $17.6 Million
Q4 2023

Feb 07, 2024

SELL
$226.05 - $298.12 $349,699 - $461,191
-1,547 Reduced 2.57%
58,682 $17.4 Million
Q3 2023

Nov 09, 2023

SELL
$240.58 - $288.65 $334,887 - $401,800
-1,392 Reduced 2.26%
60,229 $16.4 Million
Q2 2023

Aug 08, 2023

SELL
$205.75 - $247.67 $45,265 - $54,487
-220 Reduced 0.36%
61,621 $15.2 Million
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $840,259 - $1.03 Million
-3,908 Reduced 5.94%
61,841 $14.2 Million
Q4 2022

Jan 19, 2023

SELL
$171.23 - $243.14 $879,437 - $1.25 Million
-5,136 Reduced 7.25%
65,749 $15.8 Million
Q3 2022

Nov 09, 2022

BUY
$162.44 - $198.25 $2.31 Million - $2.82 Million
14,223 Added 25.1%
70,885 $11.6 Million
Q2 2022

Aug 02, 2022

SELL
$178.67 - $235.08 $3.16 Million - $4.16 Million
-17,711 Reduced 23.81%
56,662 $10.1 Million
Q1 2022

Apr 22, 2022

BUY
$182.83 - $229.87 $776,113 - $975,798
4,245 Added 6.05%
74,373 $16.6 Million
Q4 2021

Feb 04, 2022

SELL
$188.94 - $214.25 $1.16 Million - $1.32 Million
-6,146 Reduced 8.06%
70,128 $12.8 Million
Q3 2021

Oct 28, 2021

BUY
$189.84 - $221.66 $5.52 Million - $6.44 Million
29,053 Added 61.53%
76,274 $14.6 Million
Q2 2021

Aug 04, 2021

SELL
$208.86 - $244.79 $93,987 - $110,155
-450 Reduced 0.94%
47,221 $10.3 Million
Q1 2021

May 06, 2021

SELL
$180.63 - $233.63 $4.06 Million - $5.25 Million
-22,456 Reduced 32.02%
47,671 $11.1 Million
Q4 2020

Feb 12, 2021

BUY
$146.71 - $182.21 $2.16 Million - $2.68 Million
14,713 Added 26.55%
70,127 $12.8 Million
Q3 2020

Nov 10, 2020

SELL
$125.73 - $153.87 $65,379 - $80,012
-520 Reduced 0.93%
55,414 $8.27 Million
Q2 2020

Aug 12, 2020

BUY
$104.48 - $137.72 $23,612 - $31,124
226 Added 0.41%
55,934 $7.08 Million
Q1 2020

May 15, 2020

SELL
$91.85 - $150.53 $514,268 - $842,817
-5,599 Reduced 9.13%
55,708 $6.46 Million
Q4 2019

Feb 13, 2020

SELL
$117.97 - $148.5 $99,566 - $125,334
-844 Reduced 1.36%
61,307 $9.05 Million
Q3 2019

Nov 14, 2019

SELL
$113.38 - $139.64 $131,067 - $161,423
-1,156 Reduced 1.83%
62,151 $7.85 Million
Q2 2019

Aug 14, 2019

SELL
$119.81 - $143.36 $54,513 - $65,228
-455 Reduced 0.71%
63,307 $8.63 Million
Q1 2019

May 15, 2019

BUY
$121.51 - $141.41 $496,975 - $578,366
4,090 Added 6.85%
63,762 $8.64 Million
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $6.5 Million - $9.15 Million
57,823 Added 3127.26%
59,672 $7.58 Million
Q3 2018

Nov 14, 2018

BUY
$132.02 - $156.38 $244,104 - $289,146
1,849 New
1,849 $282,000

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 $203B
  • 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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