A detailed history of Marotta Asset Management transactions in Caterpillar Inc stock. As of the latest transaction made, Marotta Asset Management holds 697 shares of CAT stock, worth $282,738. This represents 0.05% of its overall portfolio holdings.

Number of Shares
697
Previous 697 -0.0%
Holding current value
$282,738
Previous $232,000 17.24%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 17, 2024

BUY
$321.47 - $379.3 $224,064 - $264,372
697 New
697 $232,000
Q4 2022

Jan 03, 2023

SELL
$171.23 - $243.14 $19,006 - $26,988
-111 Reduced 8.52%
1,192 $0
Q3 2022

Oct 11, 2022

SELL
$162.44 - $198.25 $5,522 - $6,740
-34 Reduced 2.54%
1,303 $213,000
Q2 2022

Jul 21, 2022

SELL
$178.67 - $235.08 $16,973 - $22,332
-95 Reduced 6.63%
1,337 $239,000
Q1 2022

Apr 08, 2022

BUY
$182.83 - $229.87 $9,324 - $11,723
51 Added 3.69%
1,432 $319,000
Q4 2021

Jan 13, 2022

BUY
$188.94 - $214.25 $260,926 - $295,879
1,381 New
1,381 $285,000

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 $214B
  • 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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