A detailed history of Level Four Advisory Services, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 16,303 shares of CAT stock, worth $5.92 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,303
Previous 16,553 1.51%
Holding current value
$5.92 Million
Previous $5.51 Million 15.65%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Nov 14, 2024

SELL
$316.8 - $391.12 $79,200 - $97,780
-250 Reduced 1.51%
16,303 $6.38 Million
Q2 2024

Aug 09, 2024

BUY
$321.47 - $379.3 $2.47 Million - $2.91 Million
7,679 Added 86.53%
16,553 $5.51 Million
Q4 2023

Feb 08, 2024

BUY
$226.05 - $298.12 $206,383 - $272,183
913 Added 11.47%
8,874 $2.62 Million
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $771,299 - $925,411
-3,206 Reduced 28.71%
7,961 $2.17 Million
Q2 2023

Jul 10, 2023

BUY
$205.75 - $247.67 $823 - $990
4 Added 0.04%
11,167 $2.75 Million
Q1 2023

Jun 05, 2023

SELL
$215.01 - $264.54 $263,602 - $324,326
-1,226 Reduced 9.9%
11,163 $2.55 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $766,596 - $1.09 Million
4,477 Added 56.58%
12,389 $2.97 Million
Q3 2022

Nov 07, 2022

SELL
$162.44 - $198.25 $27,777 - $33,900
-171 Reduced 2.12%
7,912 $1.3 Million
Q2 2022

Aug 08, 2022

BUY
$178.67 - $235.08 $3,037 - $3,996
17 Added 0.21%
8,083 $1.45 Million
Q1 2022

May 10, 2022

SELL
$182.83 - $229.87 $330,190 - $415,145
-1,806 Reduced 18.29%
8,066 $1.8 Million
Q4 2021

Feb 11, 2022

BUY
$188.94 - $214.25 $515,806 - $584,902
2,730 Added 38.22%
9,872 $2.04 Million
Q3 2021

Oct 12, 2021

SELL
$189.84 - $221.66 $2.36 Million - $2.75 Million
-12,422 Reduced 63.49%
7,142 $1.37 Million
Q2 2021

Aug 09, 2021

BUY
$208.86 - $244.79 $67,461 - $79,067
323 Added 1.68%
19,564 $4.26 Million
Q1 2021

May 10, 2021

SELL
$180.63 - $233.63 $287,743 - $372,172
-1,593 Reduced 7.65%
19,241 $4.46 Million
Q4 2020

Feb 10, 2021

BUY
$146.71 - $182.21 $1.1 Million - $1.37 Million
7,506 Added 56.32%
20,834 $3.79 Million
Q3 2020

Nov 02, 2020

SELL
$125.73 - $153.87 $37,593 - $46,007
-299 Reduced 2.19%
13,328 $1.99 Million
Q2 2020

Aug 17, 2020

BUY
$104.48 - $137.72 $1.42 Million - $1.88 Million
13,627 New
13,627 $1.72 Million
Q2 2020

Jul 27, 2020

SELL
$104.48 - $137.72 $1.2 Million - $1.58 Million
-11,504 Closed
0 $0
Q1 2020

May 13, 2020

SELL
$91.85 - $150.53 $161,564 - $264,782
-1,759 Reduced 13.26%
11,504 $1.34 Million
Q4 2019

Feb 13, 2020

BUY
$117.97 - $148.5 $44,120 - $55,539
374 Added 2.9%
13,263 $1.96 Million
Q3 2019

Nov 12, 2019

BUY
$113.38 - $139.64 $5,782 - $7,121
51 Added 0.4%
12,889 $1.63 Million
Q2 2019

Aug 14, 2019

SELL
$119.81 - $143.36 $73,922 - $88,453
-617 Reduced 4.59%
12,838 $1.75 Million
Q1 2019

May 15, 2019

BUY
$121.51 - $141.41 $78,495 - $91,350
646 Added 5.04%
13,455 $1.82 Million
Q4 2018

Feb 08, 2019

SELL
$112.34 - $158.22 $185,248 - $260,904
-1,649 Reduced 11.41%
12,809 $1.63 Million
Q3 2018

Nov 14, 2018

SELL
$132.02 - $156.38 $686,504 - $813,176
-5,200 Reduced 26.45%
14,458 $2.21 Million
Q2 2018

Aug 14, 2018

BUY
$134.61 - $158.92 $128,283 - $151,450
953 Added 5.09%
19,658 $2.67 Million
Q1 2018

May 14, 2018

BUY
$144.29 - $170.89 $182,815 - $216,517
1,267 Added 7.27%
18,705 $2.76 Million
Q4 2017

Feb 13, 2018

BUY
$124.72 - $158.42 $351,959 - $447,061
2,822 Added 19.31%
17,438 $2.75 Million
Q3 2017

Apr 03, 2018

BUY
$112.85 - $125.23 $4,739 - $5,259
42 Added 0.29%
14,616 $1.82 Million
Q3 2017

Nov 15, 2017

BUY
$112.85 - $125.23 $522,721 - $580,065
4,632 Added 46.59%
14,574 $1.84 Million
Q2 2017

Sep 20, 2017

SELL
N/A
-86 Reduced 0.86%
9,942 $937,000
Q1 2017

Sep 20, 2017

BUY
N/A
10,028
10,028 $945,000

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 $192B
  • 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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