Mayflower Financial Advisors, LLC Caterpillar Inc Transaction History

Mayflower Financial Advisors, LLC

  • $629 Million
  • Q3 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 3,964 shares of CAT stock, worth $1.43 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,964
Previous 3,950 0.35%
Holding current value
$1.43 Million
Previous $1.32 Million 17.87%
% of portfolio
0.25%
Previous 0.1%

Shares

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

Nov 04, 2024
BUY
$316.8 - $391.12 $4,435 - $5,475
14 Added 0.35%
3,964 $1.55 Million
Q2 2024

Aug 02, 2024
SELL
$321.47 - $379.3 $56,578 - $66,756
-176 Reduced 4.27%
3,950 $1.32 Million
Q1 2024

Apr 29, 2024
BUY
$278.63 - $366.43 $22,011 - $28,947
79 Added 1.95%
4,126 $1.51 Million
Q4 2023

Jan 22, 2024
BUY
$226.05 - $298.12 $30,290 - $39,948
134 Added 3.42%
4,047 $1.2 Million
Q3 2023

Oct 12, 2023
SELL
$240.58 - $288.65 $14,434 - $17,319
-60 Reduced 1.51%
3,913 $1.07 Million
Q2 2023

Jul 13, 2023
SELL
$205.75 - $247.67 $18,929 - $22,785
-92 Reduced 2.26%
3,973 $977,000
Q1 2023

Apr 12, 2023
SELL
$215.01 - $264.54 $4,730 - $5,819
-22 Reduced 0.54%
4,065 $930,000
Q4 2022

Jan 25, 2023
BUY
$171.23 - $243.14 $699,817 - $993,713
4,087 New
4,087 $0
Q3 2022

Oct 19, 2022
SELL
$162.44 - $198.25 $851,185 - $1.04 Million
-5,240 Reduced 56.42%
4,047 $664,000
Q3 2022

Oct 17, 2022
BUY
$162.44 - $198.25 $847,449 - $1.03 Million
5,217 Added 128.18%
9,287 $1.52 Million
Q2 2022

Jul 15, 2022
SELL
$178.67 - $235.08 $178 - $235
-1 Reduced 0.02%
4,070 $728,000
Q1 2022

Apr 21, 2022
SELL
$182.83 - $229.87 $15,723 - $19,768
-86 Reduced 2.07%
4,071 $907,000
Q4 2021

Jan 21, 2022
BUY
$188.94 - $214.25 $26,451 - $29,995
140 Added 3.49%
4,157 $859,000
Q3 2021

Oct 26, 2021
BUY
$189.84 - $221.66 $7,973 - $9,309
42 Added 1.06%
4,017 $808,000
Q2 2021

Jul 29, 2021
SELL
$208.86 - $244.79 $13,784 - $16,156
-66 Reduced 1.63%
3,975 $865,000
Q1 2021

Apr 23, 2021
BUY
$180.63 - $233.63 $85,799 - $110,974
475 Added 13.32%
4,041 $937,000
Q4 2020

Apr 12, 2021
BUY
$146.71 - $182.21 $523,167 - $649,760
3,566 New
3,566 $649,000

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
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 $190B
  • 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 Mayflower Financial Advisors, LLC Portfolio

Follow Mayflower Financial 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 Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email