Latitude Advisors, LLC Caterpillar Inc Transaction History

Latitude Advisors, LLC

  • $144 Million
  • Q1 2025

A detailed history of Latitude Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Latitude Advisors, LLC holds 2,036 shares of CAT stock, worth $730,048. This represents 0.47% of its overall portfolio holdings.

Number of Shares
2,036
Previous 2,181 6.65%
Holding current value
$730,048
Previous $791,000 15.17%
% of portfolio
0.47%
Previous 0.51%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$326.75 - $407.63 $47,378 - $59,106
-145 Reduced 6.65%
2,036 $671,000
Q4 2024

Jan 29, 2025
SELL
$360.37 - $416.88 $9,369 - $10,838
-26 Reduced 1.18%
2,181 $791,000
Q3 2024

Oct 29, 2024
BUY
$316.8 - $391.12 $22,492 - $27,769
71 Added 3.32%
2,207 $863,000
Q2 2024

Jul 25, 2024
BUY
$321.47 - $379.3 $28,289 - $33,378
88 Added 4.3%
2,136 $711,000
Q1 2024

Apr 25, 2024
BUY
$278.63 - $366.43 $34,828 - $45,803
125 Added 6.5%
2,048 $750,000
Q4 2023

Jan 30, 2024
BUY
$226.05 - $298.12 $1,356 - $1,788
6 Added 0.31%
1,923 $568,000
Q3 2023

Nov 03, 2023
BUY
$240.58 - $288.65 $24,298 - $29,153
101 Added 5.56%
1,917 $523,000
Q2 2023

Jul 26, 2023
BUY
$205.75 - $247.67 $18,723 - $22,537
91 Added 5.28%
1,816 $446,000
Q1 2023

Apr 27, 2023
SELL
$215.01 - $264.54 $2,365 - $2,909
-11 Reduced 0.63%
1,725 $394,000
Q4 2022

Jan 27, 2023
SELL
$171.23 - $243.14 $38,013 - $53,977
-222 Reduced 11.34%
1,736 $0
Q3 2022

Nov 01, 2022
BUY
$162.44 - $198.25 $19,005 - $23,195
117 Added 6.36%
1,958 $321,000
Q2 2022

Jul 28, 2022
SELL
$178.67 - $235.08 $644,105 - $847,463
-3,605 Reduced 66.2%
1,841 $329,000
Q1 2022

Apr 29, 2022
BUY
$182.83 - $229.87 $492,726 - $619,499
2,695 Added 97.96%
5,446 $1.21 Million
Q4 2021

Jan 18, 2022
BUY
$188.94 - $214.25 $10,013 - $11,355
53 Added 1.96%
2,751 $569,000
Q3 2021

Oct 14, 2021
BUY
$189.84 - $221.66 $236,160 - $275,745
1,244 Added 85.56%
2,698 $518,000
Q2 2021

Jul 20, 2021
BUY
$208.86 - $244.79 $29,240 - $34,270
140 Added 10.65%
1,454 $316,000
Q1 2021

Apr 14, 2021
SELL
$180.63 - $233.63 $35,042 - $45,324
-194 Reduced 12.86%
1,314 $305,000
Q4 2020

Feb 04, 2021
BUY
$146.71 - $182.21 $221,238 - $274,772
1,508 New
1,508 $275,000

Others Institutions Holding CAT

# of Institutions
3,268
Shares Held
332M
Call Options Held
6.85M
Put Options Held
6.13M
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 $189B
  • 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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