A detailed history of Life Steps Financial, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Life Steps Financial, Inc. holds 1,779 shares of CAT stock, worth $683,954. This represents 0.54% of its overall portfolio holdings.

Number of Shares
1,779
Previous 1,779 -0.0%
Holding current value
$683,954
Previous $592,000 17.4%
% of portfolio
0.54%
Previous 0.49%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$278.63 - $366.43 $5,572 - $7,328
20 Added 1.14%
1,779 $651,000
Q2 2023

Jul 14, 2023

BUY
$205.75 - $247.67 $15,431 - $18,575
75 Added 4.45%
1,759 $432,000
Q1 2023

Apr 12, 2023

SELL
$215.01 - $264.54 $19,350 - $23,808
-90 Reduced 5.07%
1,684 $385,000
Q4 2022

Jan 18, 2023

BUY
$171.23 - $243.14 $17,123 - $24,314
100 Added 5.97%
1,774 $0
Q1 2022

Apr 12, 2022

BUY
$182.83 - $229.87 $16,454 - $20,688
90 Added 5.68%
1,674 $373,000
Q4 2021

Jan 26, 2022

BUY
$188.94 - $214.25 $13,603 - $15,426
72 Added 4.76%
1,584 $327,000
Q2 2021

Jul 09, 2021

BUY
$208.86 - $244.79 $5,848 - $6,854
28 Added 1.89%
1,512 $329,000
Q1 2021

Apr 20, 2021

SELL
$180.63 - $233.63 $10,657 - $13,784
-59 Reduced 3.82%
1,484 $344,000
Q4 2020

Jan 25, 2021

BUY
$146.71 - $182.21 $8,655 - $10,750
59 Added 3.98%
1,543 $281,000
Q3 2020

Oct 21, 2020

BUY
$125.73 - $153.87 $186,583 - $228,343
1,484 New
1,484 $221,000
Q1 2020

May 21, 2020

SELL
$91.85 - $150.53 $136,305 - $223,386
-1,484 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$117.97 - $148.5 $175,067 - $220,374
1,484 New
1,484 $219,000

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 $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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