A detailed history of Lex Aurum Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 3,235 shares of CAT stock, worth $1.18 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,235
Previous 3,313 2.35%
Holding current value
$1.18 Million
Previous $1.1 Million 14.69%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Oct 16, 2024

SELL
$316.8 - $391.12 $24,710 - $30,507
-78 Reduced 2.35%
3,235 $1.27 Million
Q2 2024

Jul 15, 2024

BUY
$321.47 - $379.3 $9,322 - $10,999
29 Added 0.88%
3,313 $1.1 Million
Q1 2024

Apr 10, 2024

SELL
$278.63 - $366.43 $223,461 - $293,876
-802 Reduced 19.63%
3,284 $1.2 Million
Q4 2023

Jan 10, 2024

SELL
$226.05 - $298.12 $156,652 - $206,597
-693 Reduced 14.5%
4,086 $1.21 Million
Q3 2023

Oct 16, 2023

BUY
$240.58 - $288.65 $57,979 - $69,564
241 Added 5.31%
4,779 $1.3 Million
Q2 2023

Jul 25, 2023

BUY
$205.75 - $247.67 $148,757 - $179,065
723 Added 18.95%
4,538 $1.12 Million
Q1 2023

Apr 11, 2023

SELL
$215.01 - $264.54 $9,675 - $11,904
-45 Reduced 1.17%
3,815 $873,000
Q4 2022

Jan 23, 2023

SELL
$171.23 - $243.14 $33,047 - $46,926
-193 Reduced 4.76%
3,860 $0
Q3 2022

Oct 17, 2022

SELL
$162.44 - $198.25 $61,402 - $74,938
-378 Reduced 8.53%
4,053 $665,000
Q2 2022

Aug 05, 2022

BUY
$178.67 - $235.08 $1,786 - $2,350
10 Added 0.23%
4,431 $792,000
Q1 2022

May 04, 2022

BUY
$182.83 - $229.87 $268,028 - $336,989
1,466 Added 49.61%
4,421 $985,000
Q4 2021

Jan 24, 2022

SELL
$188.94 - $214.25 $30,986 - $35,137
-164 Reduced 5.26%
2,955 $611,000
Q3 2021

Nov 03, 2021

BUY
$189.84 - $221.66 $569 - $664
3 Added 0.1%
3,119 $599,000
Q2 2021

Jul 19, 2021

BUY
$208.86 - $244.79 $31,120 - $36,473
149 Added 5.02%
3,116 $678,000
Q1 2021

Apr 22, 2021

BUY
$180.63 - $233.63 $16,617 - $21,493
92 Added 3.2%
2,967 $688,000
Q4 2020

Jan 20, 2021

BUY
$146.71 - $182.21 $61,471 - $76,345
419 Added 17.06%
2,875 $523,000
Q3 2020

Oct 22, 2020

BUY
$125.73 - $153.87 $8,423 - $10,309
67 Added 2.8%
2,456 $366,000
Q2 2020

Jul 22, 2020

BUY
$104.48 - $137.72 $35,209 - $46,411
337 Added 16.42%
2,389 $302,000
Q1 2020

Apr 22, 2020

BUY
$91.85 - $150.53 $10,470 - $17,160
114 Added 5.88%
2,052 $238,000
Q4 2019

Jan 27, 2020

BUY
$117.97 - $148.5 $20,762 - $26,136
176 Added 9.99%
1,938 $286,000
Q3 2019

Oct 17, 2019

BUY
$113.38 - $139.64 $7,029 - $8,657
62 Added 3.65%
1,762 $223,000
Q2 2019

Jul 19, 2019

BUY
$119.81 - $143.36 $9,225 - $11,038
77 Added 4.74%
1,700 $232,000
Q1 2019

May 03, 2019

BUY
$121.51 - $141.41 $121 - $141
1 Added 0.06%
1,623 $220,000
Q4 2018

Feb 07, 2019

BUY
$112.34 - $158.22 $8,537 - $12,024
76 Added 4.92%
1,622 $206,000
Q3 2018

Nov 09, 2018

BUY
$132.02 - $156.38 $204,102 - $241,763
1,546 New
1,546 $236,000
Q2 2018

Aug 07, 2018

SELL
$134.61 - $158.92 $185,627 - $219,150
-1,379 Closed
0 $0
Q1 2018

May 09, 2018

SELL
$144.29 - $170.89 $21,354 - $25,291
-148 Reduced 9.69%
1,379 $203,000
Q4 2017

Feb 09, 2018

BUY
$124.72 - $158.42 $190,447 - $241,907
1,527
1,527 $260,000

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 $193B
  • 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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