Legacy Advisors, LLC Caterpillar Inc Transaction History

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024

A detailed history of Legacy Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Legacy Advisors, LLC holds 3,115 shares of CAT stock, worth $1.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,115
Previous 2,708 15.03%
Holding current value
$1.2 Million
Previous $902,000 35.03%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Nov 13, 2024
BUY
$316.8 - $391.12 $128,937 - $159,185
407 Added 15.03%
3,115 $1.22 Million
Q2 2024

Jul 30, 2024
SELL
$321.47 - $379.3 $552,285 - $651,637
-1,718 Reduced 38.82%
2,708 $902,000
Q1 2024

Apr 30, 2024
SELL
$278.63 - $366.43 $337,420 - $443,746
-1,211 Reduced 21.48%
4,426 $1.62 Million
Q4 2023

Feb 12, 2024
BUY
$226.05 - $298.12 $184,230 - $242,967
815 Added 16.9%
5,637 $1.67 Million
Q3 2023

Nov 14, 2023
BUY
$240.58 - $288.65 $710,673 - $852,672
2,954 Added 158.14%
4,822 $1.32 Million
Q2 2023

Jul 20, 2023
BUY
$205.75 - $247.67 $12,962 - $15,603
63 Added 3.49%
1,868 $459,000
Q1 2023

May 01, 2023
BUY
$215.01 - $264.54 $14,835 - $18,253
69 Added 3.97%
1,805 $413,000
Q4 2022

Feb 01, 2023
BUY
$171.23 - $243.14 $49,143 - $69,781
287 Added 19.81%
1,736 $415,000
Q3 2022

Nov 09, 2022
BUY
$162.44 - $198.25 $235,375 - $287,264
1,449 New
1,449 $238,000
Q1 2020

Apr 15, 2020
SELL
$91.85 - $150.53 $238,534 - $390,926
-2,597 Closed
0 $0
Q4 2019

Jan 21, 2020
BUY
$117.97 - $148.5 $306,368 - $385,654
2,597 New
2,597 $384,000
Q3 2019

Oct 10, 2019
SELL
$113.38 - $139.64 $39,116 - $48,175
-345 Closed
0 $0
Q1 2019

Apr 08, 2019
BUY
$121.51 - $141.41 $41,920 - $48,786
345 New
345 $47,000
Q4 2018

Jan 14, 2019
SELL
$112.34 - $158.22 $38,757 - $54,585
-345 Closed
0 $0
Q4 2016

Nov 03, 2017
BUY
N/A
345
345 $31,000

Others Institutions Holding CAT

# of Institutions
3,120
Shares Held
336M
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 $203B
  • 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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