Lantz Financial LLC Caterpillar Inc Transaction History

Lantz Financial LLC

  • $351 Million
  • Q3 2024

A detailed history of Lantz Financial LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lantz Financial LLC holds 4,214 shares of CAT stock, worth $1.52 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,214
Previous 4,181 0.79%
Holding current value
$1.52 Million
Previous $1.39 Million 18.39%
% of portfolio
0.47%
Previous 0.45%

Shares

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

Oct 15, 2024
BUY
$316.8 - $391.12 $10,454 - $12,906
33 Added 0.79%
4,214 $1.65 Million
Q2 2024

Jul 10, 2024
BUY
$321.47 - $379.3 $37,290 - $43,998
116 Added 2.85%
4,181 $1.39 Million
Q1 2024

Apr 10, 2024
SELL
$278.63 - $366.43 $3,343 - $4,397
-12 Reduced 0.29%
4,065 $1.49 Million
Q4 2023

Jan 12, 2024
SELL
$226.05 - $298.12 $29,838 - $39,351
-132 Reduced 3.14%
4,077 $1.21 Million
Q3 2023

Oct 20, 2023
BUY
$240.58 - $288.65 $35,605 - $42,720
148 Added 3.64%
4,209 $1.15 Million
Q2 2023

Jul 12, 2023
BUY
$205.75 - $247.67 $10,699 - $12,878
52 Added 1.3%
4,061 $999,000
Q4 2022

Jan 23, 2023
BUY
$171.23 - $243.14 $22,259 - $31,608
130 Added 3.35%
4,009 $0
Q3 2022

Oct 17, 2022
BUY
$162.44 - $198.25 $162 - $198
1 Added 0.03%
3,879 $636,000
Q2 2022

Jul 29, 2022
SELL
$178.67 - $235.08 $53,422 - $70,288
-299 Reduced 7.16%
3,878 $693,000
Q1 2022

May 05, 2022
BUY
$182.83 - $229.87 $182 - $229
1 Added 0.02%
4,177 $931,000
Q3 2021

Oct 14, 2021
BUY
$189.84 - $221.66 $189 - $221
1 Added 0.02%
4,176 $802,000
Q2 2021

Jul 16, 2021
BUY
$208.86 - $244.79 $10,443 - $12,239
50 Added 1.21%
4,175 $909,000
Q1 2021

Apr 19, 2021
SELL
$180.63 - $233.63 $29,623 - $38,315
-164 Reduced 3.82%
4,125 $956,000
Q4 2020

Jan 19, 2021
SELL
$146.71 - $182.21 $2,053 - $2,550
-14 Reduced 0.33%
4,289 $781,000
Q3 2020

Oct 09, 2020
BUY
$125.73 - $153.87 $125 - $153
1 Added 0.02%
4,303 $642,000
Q2 2020

Jul 22, 2020
SELL
$104.48 - $137.72 $3,761 - $4,957
-36 Reduced 0.83%
4,302 $544,000
Q1 2020

Apr 10, 2020
SELL
$91.85 - $150.53 $10,011 - $16,407
-109 Reduced 2.45%
4,338 $503,000
Q4 2019

Jan 17, 2020
BUY
$117.97 - $148.5 $7,668 - $9,652
65 Added 1.48%
4,447 $657,000
Q3 2019

Oct 18, 2019
BUY
$113.38 - $139.64 $113 - $139
1 Added 0.02%
4,382 $526,000
Q2 2019

Jul 15, 2019
SELL
$119.81 - $143.36 $15,215 - $18,206
-127 Reduced 2.82%
4,381 $595,000
Q1 2019

Apr 22, 2019
BUY
$121.51 - $141.41 $547,767 - $637,476
4,508 New
4,508 $611,000

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $190B
  • 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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