A detailed history of Lion Street Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lion Street Advisors, LLC holds 2,995 shares of CAT stock, worth $1.09 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,995
Previous 3,040 1.48%
Holding current value
$1.09 Million
Previous $1.01 Million 15.71%
% of portfolio
0.41%
Previous 0.38%

Shares

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

Oct 10, 2024

SELL
$316.8 - $391.12 $14,256 - $17,600
-45 Reduced 1.48%
2,995 $1.17 Million
Q2 2024

Jul 12, 2024

SELL
$321.47 - $379.3 $17,037 - $20,102
-53 Reduced 1.71%
3,040 $1.01 Million
Q4 2023

Jan 09, 2024

SELL
$226.05 - $298.12 $6,329 - $8,347
-28 Reduced 0.9%
3,093 $914,000
Q3 2023

Oct 19, 2023

SELL
$240.58 - $288.65 $109,704 - $131,624
-456 Reduced 12.75%
3,121 $852,000
Q2 2023

Jul 28, 2023

BUY
$205.75 - $247.67 $122,627 - $147,611
596 Added 19.99%
3,577 $880,000
Q1 2023

Apr 12, 2023

BUY
$215.01 - $264.54 $11,180 - $13,756
52 Added 1.78%
2,981 $682,000
Q4 2022

Jan 19, 2023

BUY
$171.23 - $243.14 $856 - $1,215
5 Added 0.17%
2,929 $0
Q3 2022

Oct 18, 2022

SELL
$162.44 - $198.25 $812 - $991
-5 Reduced 0.17%
2,924 $475,000
Q2 2022

Jul 19, 2022

BUY
$178.67 - $235.08 $536 - $705
3 Added 0.1%
2,929 $599,000
Q4 2021

Jan 20, 2022

SELL
$188.94 - $214.25 $566 - $642
-3 Reduced 0.1%
2,926 $605,000
Q3 2021

Nov 15, 2021

BUY
$189.84 - $221.66 $518,073 - $604,910
2,729 Added 1364.5%
2,929 $561,000
Q2 2021

Aug 16, 2021

BUY
$208.86 - $244.79 $41,772 - $48,958
200 New
200 $43,000
Q2 2020

Jul 20, 2020

SELL
$104.48 - $137.72 $7,836 - $10,329
-75 Closed
0 $0
Q1 2020

May 06, 2020

BUY
$91.85 - $150.53 $6,888 - $11,289
75 New
75 $9,000

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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