A detailed history of Lake Street Financial LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lake Street Financial LLC holds 6,906 shares of CAT stock, worth $2.52 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,906
Previous 11,077 37.65%
Holding current value
$2.52 Million
Previous $3.69 Million 26.78%
% of portfolio
0.45%
Previous 0.49%

Shares

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

Oct 22, 2024

SELL
$316.8 - $391.12 $1.32 Million - $1.63 Million
-4,171 Reduced 37.65%
6,906 $2.7 Million
Q2 2024

Jul 12, 2024

BUY
$321.47 - $379.3 $2.09 Million - $2.46 Million
6,493 Added 141.64%
11,077 $3.69 Million
Q1 2024

Apr 19, 2024

BUY
$278.63 - $366.43 $158,819 - $208,865
570 Added 14.2%
4,584 $1.68 Million
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $654,640 - $863,355
2,896 Added 259.03%
4,014 $1.19 Million
Q3 2023

Oct 20, 2023

BUY
$240.58 - $288.65 $36,327 - $43,586
151 Added 15.62%
1,118 $305,000
Q2 2023

Jul 18, 2023

SELL
$205.75 - $247.67 $8,024 - $9,659
-39 Reduced 3.88%
967 $237,000
Q1 2023

Apr 17, 2023

SELL
$215.01 - $264.54 $21,285 - $26,189
-99 Reduced 8.96%
1,006 $230,000
Q4 2022

Jan 25, 2023

SELL
$171.23 - $243.14 $35,273 - $50,086
-206 Reduced 15.71%
1,105 $0
Q3 2022

Oct 21, 2022

SELL
$162.44 - $198.25 $64,976 - $79,300
-400 Reduced 23.38%
1,311 $215,000
Q2 2022

Jul 12, 2022

BUY
$178.67 - $235.08 $11,434 - $15,045
64 Added 3.89%
1,711 $306,000
Q1 2022

May 09, 2022

BUY
$182.83 - $229.87 $28,704 - $36,089
157 Added 10.54%
1,647 $367,000
Q1 2022

Apr 29, 2022

SELL
$182.83 - $229.87 $65,818 - $82,753
-360 Reduced 19.46%
1,490 $332,000
Q4 2021

Jan 24, 2022

BUY
$188.94 - $214.25 $349,539 - $396,362
1,850 New
1,850 $382,000

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 $193B
  • 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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