A detailed history of Mc Elhenny Sheffield Capital Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Mc Elhenny Sheffield Capital Management, LLC holds 2,049 shares of CAT stock, worth $750,015. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,049
Previous 2,037 0.59%
Holding current value
$750,015
Previous $678,000 18.14%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Oct 18, 2024

BUY
$316.8 - $391.12 $3,801 - $4,693
12 Added 0.59%
2,049 $801,000
Q2 2024

Jul 10, 2024

SELL
$321.47 - $379.3 $4,179 - $4,930
-13 Reduced 0.63%
2,037 $678,000
Q2 2023

Jul 14, 2023

SELL
$205.75 - $247.67 $2,469 - $2,972
-12 Reduced 0.58%
2,050 $504,000
Q1 2023

Apr 13, 2023

BUY
$215.01 - $264.54 $10,105 - $12,433
47 Added 2.33%
2,062 $471,000
Q1 2022

Apr 20, 2022

SELL
$182.83 - $229.87 $182 - $229
-1 Reduced 0.05%
2,015 $449,000
Q4 2021

Jan 12, 2022

SELL
$188.94 - $214.25 $2,078 - $2,356
-11 Reduced 0.54%
2,016 $417,000
Q3 2021

Oct 12, 2021

BUY
$189.84 - $221.66 $384,805 - $449,304
2,027 New
2,027 $389,000

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 $193B
  • 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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