A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 393 shares of CAT stock, worth $159,420. This represents 0.01% of its overall portfolio holdings.

Number of Shares
393
Previous 666 40.99%
Holding current value
$159,420
Previous $79,000 16.46%
% of portfolio
0.01%
Previous 0.06%

Shares

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

Oct 18, 2024

SELL
$316.8 - $391.12 $86,486 - $106,775
-273 Reduced 40.99%
393 $92,000
Q2 2024

Jul 26, 2024

BUY
$321.47 - $379.3 $115,729 - $136,548
360 Added 117.65%
666 $79,000
Q1 2024

Jul 26, 2024

SELL
$278.63 - $366.43 $221,232 - $290,945
-794 Reduced 72.18%
306 $112,000
Q1 2024

May 03, 2024

BUY
$278.63 - $366.43 $221,510 - $291,311
795 Added 260.66%
1,100 $112,000
Q4 2023

Feb 02, 2024

BUY
$226.05 - $298.12 $226 - $298
1 Added 0.33%
305 $90,000
Q2 2023

Aug 04, 2023

BUY
$205.75 - $247.67 $205 - $247
1 Added 0.33%
304 $74,000
Q4 2022

Jan 30, 2023

BUY
$171.23 - $243.14 $342 - $486
2 Added 0.66%
303 $72,000
Q3 2022

Oct 31, 2022

BUY
$162.44 - $198.25 $48,894 - $59,673
301 New
301 $49,000
Q2 2022

Aug 11, 2022

SELL
$178.67 - $235.08 $65,929 - $86,744
-369 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$182.83 - $229.87 $914 - $1,149
5 Added 1.37%
369 $81,000
Q4 2021

Jan 19, 2022

BUY
$188.94 - $214.25 $188 - $214
1 Added 0.28%
364 $76,000
Q3 2021

Oct 15, 2021

BUY
$189.84 - $221.66 $189 - $221
1 Added 0.28%
363 $69,000
Q1 2021

Apr 21, 2021

BUY
$180.63 - $233.63 $180 - $233
1 Added 0.28%
362 $84,000
Q4 2020

Jan 29, 2021

BUY
$146.71 - $182.21 $52,962 - $65,777
361 New
361 $64,000

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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