Mark Sheptoff Financial Planning, LLC Caterpillar Inc Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 142 shares of CAT stock, worth $49,742. This represents 0.03% of its overall portfolio holdings.

Number of Shares
142
Previous 132 7.58%
Holding current value
$49,742
Previous $51,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$360.37 - $416.88 $3,603 - $4,168
10 Added 7.58%
142 $51,000
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $15,115 - $17,140
80 Added 153.85%
132 $27,000
Q3 2021

Nov 10, 2021
SELL
$189.84 - $221.66 $40,815 - $47,656
-215 Reduced 80.52%
52 $10,000
Q2 2021

Aug 12, 2021
SELL
$208.86 - $244.79 $163,955 - $192,160
-785 Reduced 74.62%
267 $58,000
Q1 2021

May 11, 2021
BUY
$180.63 - $233.63 $158,051 - $204,426
875 Added 494.35%
1,052 $244,000
Q4 2020

Feb 11, 2021
BUY
$146.71 - $182.21 $18,632 - $23,140
127 Added 254.0%
177 $32,000
Q2 2020

Aug 10, 2020
BUY
$104.48 - $137.72 $5,224 - $6,886
50 New
50 $6,000
Q3 2019

Nov 12, 2019
SELL
$113.38 - $139.64 $22,676 - $27,927
-200 Closed
0 $0
Q2 2019

Aug 12, 2019
SELL
$119.81 - $143.36 $1,198 - $1,433
-10 Reduced 4.76%
200 $27,000
Q4 2018

Feb 11, 2019
SELL
$112.34 - $158.22 $70,212 - $98,887
-625 Reduced 74.85%
210 $27,000
Q3 2018

Nov 13, 2018
BUY
$132.02 - $156.38 $23,895 - $28,304
181 Added 27.68%
835 $127,000
Q2 2018

Aug 09, 2018
BUY
$134.61 - $158.92 $134 - $158
1 Added 0.15%
654 $89,000
Q1 2018

May 08, 2018
SELL
$144.29 - $170.89 $7,214 - $8,544
-50 Reduced 7.11%
653 $96,000
Q4 2017

Feb 09, 2018
SELL
$124.72 - $158.42 $24,819 - $31,525
-199 Reduced 22.06%
703 $111,000
Q3 2017

Nov 09, 2017
BUY
$112.85 - $125.23 $101,790 - $112,957
902
902 $113,000

Others Institutions Holding CAT

# of Institutions
3,295
Shares Held
339M
Call Options Held
5.53M
Put Options Held
6.88M
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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