Loring Wolcott & Coolidge Fiduciary Advisors LLP Caterpillar Inc Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.5 Billion
  • Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Caterpillar Inc stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 2,470 shares of CAT stock, worth $865,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,470
Previous 1,070 130.84%
Holding current value
$865,685
Previous $392,000 109.69%
% of portfolio
0.01%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$321.47 - $379.3 $450,058 - $531,020
1,400 Added 130.84%
2,470 $822,000
Q1 2024

Apr 23, 2024
BUY
$278.63 - $366.43 $1,950 - $2,565
7 Added 0.66%
1,070 $392,000
Q4 2023

Feb 01, 2024
BUY
$226.05 - $298.12 $19,892 - $26,234
88 Added 9.03%
1,063 $314,000
Q2 2023

Aug 01, 2023
BUY
$205.75 - $247.67 $49,997 - $60,183
243 Added 33.2%
975 $239,000
Q1 2023

May 02, 2023
SELL
$215.01 - $264.54 $27,521 - $33,861
-128 Reduced 14.88%
732 $167,000
Q3 2022

Oct 25, 2022
SELL
$162.44 - $198.25 $126,053 - $153,842
-776 Reduced 47.43%
860 $141,000
Q2 2022

Jul 26, 2022
BUY
$178.67 - $235.08 $20,189 - $26,564
113 Added 7.42%
1,636 $292,000
Q1 2022

Apr 13, 2022
BUY
$182.83 - $229.87 $107,321 - $134,933
587 Added 62.71%
1,523 $339,000
Q1 2021

Apr 14, 2021
SELL
$180.63 - $233.63 $148,839 - $192,511
-824 Reduced 46.82%
936 $217,000
Q4 2020

Jan 14, 2021
SELL
$146.71 - $182.21 $54,282 - $67,417
-370 Reduced 17.37%
1,760 $320,000
Q3 2020

Oct 15, 2020
SELL
$125.73 - $153.87 $123,844 - $151,561
-985 Reduced 31.62%
2,130 $318,000
Q2 2020

Jul 30, 2020
SELL
$104.48 - $137.72 $74,389 - $98,056
-712 Reduced 18.6%
3,115 $394,000
Q1 2020

Apr 15, 2020
BUY
$91.85 - $150.53 $1,102 - $1,806
12 Added 0.31%
3,827 $444,000
Q4 2019

Jan 22, 2020
SELL
$117.97 - $148.5 $159,849 - $201,217
-1,355 Reduced 26.21%
3,815 $563,000
Q3 2019

Nov 05, 2019
BUY
$113.38 - $139.64 $471,093 - $580,204
4,155 Added 409.36%
5,170 $653,000
Q2 2019

Aug 09, 2019
SELL
$119.81 - $143.36 $958 - $1,146
-8 Reduced 0.78%
1,015 $138,000
Q1 2019

Apr 08, 2019
BUY
$121.51 - $141.41 $5,467 - $6,363
45 Added 4.6%
1,023 $139,000
Q3 2017

Oct 27, 2017
SELL
$112.85 - $125.23 $3,611 - $4,007
-32 Reduced 3.17%
978 $122,000
Q2 2017

Aug 07, 2017
BUY
N/A
1,010
1,010 $0

Others Institutions Holding CAT

# of Institutions
2,956
Shares Held
337M
Call Options Held
10.3M
Put Options Held
10.3M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $185B
  • 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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