A detailed history of Legacy Financial Strategies, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 10,514 shares of CAT stock, worth $4.18 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
10,514
Previous 9,686 8.55%
Holding current value
$4.18 Million
Previous $3.55 Million 1.32%
% of portfolio
0.86%
Previous 0.92%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$321.47 - $379.3 $266,177 - $314,060
828 Added 8.55%
10,514 $3.5 Million
Q1 2024

Apr 10, 2024

SELL
$278.63 - $366.43 $21,733 - $28,581
-78 Reduced 0.8%
9,686 $3.55 Million
Q4 2023

Feb 01, 2024

BUY
$226.05 - $298.12 $6,329 - $8,347
28 Added 0.29%
9,764 $2.89 Million
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $75,301 - $90,347
313 Added 3.32%
9,736 $2.66 Million
Q2 2023

Jul 28, 2023

BUY
$205.75 - $247.67 $1.94 Million - $2.33 Million
9,423 New
9,423 $2.32 Million
Q1 2021

May 07, 2021

SELL
$180.63 - $233.63 $1.47 Million - $1.9 Million
-8,125 Closed
0 $0
Q4 2020

Feb 04, 2021

SELL
$146.71 - $182.21 $586 - $728
-4 Reduced 0.05%
8,125 $1.48 Million
Q3 2020

Nov 03, 2020

BUY
$125.73 - $153.87 $1.02 Million - $1.25 Million
8,129 New
8,129 $1.21 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 $210B
  • 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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