A detailed history of Magnolia Capital Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 830 shares of CAT stock, worth $329,916. This represents 0.17% of its overall portfolio holdings.

Number of Shares
830
Previous 745 11.41%
Holding current value
$329,916
Previous $248,000 30.65%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Oct 30, 2024

BUY
$316.8 - $391.12 $26,928 - $33,245
85 Added 11.41%
830 $324,000
Q2 2024

Oct 30, 2024

SELL
$321.47 - $379.3 $476,740 - $562,501
-1,483 Reduced 66.56%
745 $248,000
Q2 2024

Aug 15, 2024

BUY
$321.47 - $379.3 $716,235 - $845,080
2,228 New
2,228 $742,000

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 Magnolia Capital Advisors LLC Portfolio

Follow Magnolia Capital Advisors LLC 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 Magnolia Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnolia Capital Advisors LLC with notifications on news.