A detailed history of Lakewood Asset Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lakewood Asset Management LLC holds 3,335 shares of CAT stock, worth $1.3 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
3,335
Previous 3,331 0.12%
Holding current value
$1.3 Million
Previous $1.11 Billion 17.55%
% of portfolio
0.89%
Previous 0.77%

Shares

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

Oct 07, 2024

BUY
$316.8 - $391.12 $1,267 - $1,564
4 Added 0.12%
3,335 $1.3 Billion
Q2 2024

Jul 18, 2024

SELL
$321.47 - $379.3 $47,256 - $55,757
-147 Reduced 4.23%
3,331 $1.11 Billion
Q1 2024

Apr 22, 2024

BUY
$278.63 - $366.43 $213,430 - $280,685
766 Added 28.24%
3,478 $1.27 Billion
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $1,808 - $2,384
8 Added 0.3%
2,712 $802 Million
Q3 2023

Oct 11, 2023

BUY
$240.58 - $288.65 $1,684 - $2,020
7 Added 0.26%
2,704 $738 Million
Q2 2023

Jul 13, 2023

BUY
$205.75 - $247.67 $1,851 - $2,229
9 Added 0.33%
2,697 $663 Million
Q1 2023

Apr 13, 2023

SELL
$215.01 - $264.54 $3,655 - $4,497
-17 Reduced 0.63%
2,688 $615 Million
Q4 2022

Mar 01, 2023

BUY
$171.23 - $243.14 $463,177 - $657,693
2,705 New
2,705 $648 Million

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 $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...
More about CAT
Track This Portfolio

Track Lakewood Asset Management LLC Portfolio

Follow Lakewood Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakewood Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakewood Asset Management LLC with notifications on news.