Legacy Financial Advisors, Inc. Caterpillar Inc Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,033 shares of CAT stock, worth $824,686. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,033

Previous 1,983 2.52%

Holding current value

$824,686

Previous $660,000 20.45%

% of portfolio

0.15%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$316.8 - $391.12 $15,840 - $19,556	50 Added 2.52%	2,033 $795,000
Q2 2024 Aug 13, 2024	SELL	$321.47 - $379.3 $3,857 - $4,551	-12 Reduced 0.6%	1,983 $660,000
Q1 2024 May 14, 2024	BUY	$278.63 - $366.43 $39,565 - $52,033	142 Added 7.66%	1,995 $731,000
Q4 2023 Feb 06, 2024	BUY	$226.05 - $298.12 $32,551 - $42,929	144 Added 8.43%	1,853 $547,000
Q3 2023 Nov 13, 2023	BUY	$240.58 - $288.65 $58,701 - $70,430	244 Added 16.66%	1,709 $466,000
Q2 2023 Aug 08, 2023	BUY	$205.75 - $247.67 $42,796 - $51,515	208 Added 16.55%	1,465 $360,000
Q1 2023 May 03, 2023	SELL	$215.01 - $264.54 $1,075 - $1,322	-5 Reduced 0.4%	1,257 $287,000
Q4 2022 Feb 06, 2023	BUY	$171.23 - $243.14 $216,092 - $306,842	1,262 New	1,262 $302,000
Q2 2022 Aug 08, 2022	SELL	$178.67 - $235.08 $175,989 - $231,553	-985 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$182.83 - $229.87 $2,011 - $2,528	11 Added 1.13%	985 $219,000
Q4 2021 Feb 04, 2022	BUY	$188.94 - $214.25 $184,027 - $208,679	974 New	974 $201,000
Q2 2019 Aug 07, 2019	SELL	$119.81 - $143.36 $83,627 - $100,065	-698 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$121.51 - $141.41 $26,367 - $30,685	217 Added 45.11%	698 $95,000
Q4 2018 Jan 16, 2019	BUY	$112.34 - $158.22 $32,016 - $45,092	285 Added 145.41%	481 $61,000
Q2 2018 Jul 17, 2018	BUY	$134.61 - $158.92 $4,172 - $4,926	31 Added 18.79%	196 $28,000
Q1 2018 Apr 12, 2018	SELL	$144.29 - $170.89 $245,437 - $290,683	-1,701 Reduced 91.16%	165 $24,000
Q4 2017 Feb 09, 2018	BUY	$124.72 - $158.42 $232,727 - $295,611	1,866	1,866 $294,000

Others Institutions Holding CAT

# of Institutions

3,122

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $214B
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...

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Legacy Financial Advisors, Inc. Caterpillar Inc Transaction History