A detailed history of Live Oak Investment Partners transactions in Caterpillar Inc stock. As of the latest transaction made, Live Oak Investment Partners holds 2,537 shares of CAT stock, worth $1.01 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
2,537
Previous 2,633 3.65%
Holding current value
$1.01 Million
Previous $877,000 13.11%
% of portfolio
0.8%
Previous 0.76%

Shares

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

Nov 05, 2024

SELL
$316.8 - $391.12 $30,412 - $37,547
-96 Reduced 3.65%
2,537 $992,000
Q2 2024

Jul 16, 2024

SELL
$321.47 - $379.3 $14,787 - $17,447
-46 Reduced 1.72%
2,633 $877,000
Q4 2023

Feb 14, 2024

SELL
$226.05 - $298.12 $13,110 - $17,290
-58 Reduced 2.12%
2,679 $792,000
Q3 2023

Oct 31, 2023

BUY
$240.58 - $288.65 $5,052 - $6,061
21 Added 0.77%
2,737 $747,000
Q2 2023

Jul 13, 2023

SELL
$205.75 - $247.67 $10,699 - $12,878
-52 Reduced 1.88%
2,716 $668,000
Q1 2023

May 03, 2023

BUY
$215.01 - $264.54 $17,415 - $21,427
81 Added 3.01%
2,768 $633,000
Q4 2022

Feb 15, 2023

BUY
$171.23 - $243.14 $460,095 - $653,317
2,687 New
2,687 $643,000

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 $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
Track This Portfolio

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.