A detailed history of Lake Street Advisors Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 16,007 shares of CAT stock, worth $5.29 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,007
Previous 4,021 298.09%
Holding current value
$5.29 Million
Previous $1.19 Million 393.69%
% of portfolio
0.28%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $3.34 Million - $4.39 Million
11,986 Added 298.09%
16,007 $5.87 Million
Q4 2023

May 30, 2024

SELL
$226.05 - $298.12 $100,140 - $132,067
-443 Reduced 2.77%
15,564 $4.6 Million
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $2.61 Million - $3.45 Million
-11,561 Reduced 74.19%
4,021 $1.19 Million
Q3 2023

Nov 14, 2023

SELL
$240.58 - $288.65 $39,214 - $47,049
-163 Reduced 1.04%
15,582 $4.25 Million
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $2,057 - $2,476
10 Added 0.06%
15,745 $3.87 Million
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $13,975 - $17,195
-65 Reduced 0.41%
15,735 $3.6 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $38,013 - $53,977
222 Added 1.43%
15,800 $3.79 Million
Q3 2022

Nov 14, 2022

SELL
$162.44 - $198.25 $93,890 - $114,588
-578 Reduced 3.58%
15,578 $2.56 Million
Q2 2022

Aug 02, 2022

BUY
$178.67 - $235.08 $137,575 - $181,011
770 Added 5.0%
16,156 $2.89 Million
Q1 2022

May 11, 2022

BUY
$182.83 - $229.87 $68,561 - $86,201
375 Added 2.5%
15,386 $3.43 Million
Q4 2021

Feb 15, 2022

BUY
$188.94 - $214.25 $2,267 - $2,571
12 Added 0.08%
15,011 $3.1 Million
Q3 2021

Nov 15, 2021

BUY
$189.84 - $221.66 $2.15 Million - $2.51 Million
11,329 Added 308.69%
14,999 $2.88 Million
Q2 2021

Aug 13, 2021

SELL
$208.86 - $244.79 $6,683 - $7,833
-32 Reduced 0.86%
3,670 $808,000
Q1 2021

May 14, 2021

BUY
$180.63 - $233.63 $6,683 - $8,644
37 Added 1.01%
3,702 $858,000
Q4 2020

Feb 12, 2021

BUY
$146.71 - $182.21 $6,161 - $7,652
42 Added 1.16%
3,665 $667,000
Q3 2020

Nov 13, 2020

BUY
$125.73 - $153.87 $20,368 - $24,926
162 Added 4.68%
3,623 $540,000
Q2 2020

Aug 13, 2020

SELL
$104.48 - $137.72 $33,015 - $43,519
-316 Reduced 8.37%
3,461 $438,000
Q1 2020

May 14, 2020

BUY
$91.85 - $150.53 $116,190 - $190,420
1,265 Added 50.36%
3,777 $438,000
Q4 2019

Feb 12, 2020

BUY
$117.97 - $148.5 $8,965 - $11,286
76 Added 3.12%
2,512 $371,000
Q3 2019

Nov 14, 2019

SELL
$113.38 - $139.64 $7,936 - $9,774
-70 Reduced 2.79%
2,436 $291,000
Q2 2019

Aug 14, 2019

BUY
$119.81 - $143.36 $32,947 - $39,424
275 Added 12.33%
2,506 $342,000
Q1 2019

May 15, 2019

BUY
$121.51 - $141.41 $22,236 - $25,878
183 Added 8.94%
2,231 $302,000
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $22,355 - $31,485
199 Added 10.76%
2,048 $260,000
Q3 2018

Nov 14, 2018

SELL
$132.02 - $156.38 $187,996 - $222,685
-1,424 Reduced 43.51%
1,849 $282,000
Q2 2018

Aug 15, 2018

SELL
$134.61 - $158.92 $9,288 - $10,965
-69 Reduced 2.06%
3,273 $444,000
Q1 2018

May 14, 2018

BUY
$144.29 - $170.89 $16,449 - $19,481
114 Added 3.53%
3,342 $493,000
Q4 2017

Feb 15, 2018

BUY
$124.72 - $158.42 $402,596 - $511,379
3,228
3,228 $509,000

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 $175B
  • 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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