Means Investment Co., Inc. Caterpillar Inc Transaction History

Means Investment Co., Inc.

$882 Million
Q3 2024

A detailed history of Means Investment Co., Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Means Investment Co., Inc. holds 3,080 shares of CAT stock, worth $1.25 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,080

Previous 2,999 2.7%

Holding current value

$1.25 Million

Previous $998,000 20.64%

% of portfolio

0.14%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$316.8 - $391.12 $25,660 - $31,680	81 Added 2.7%	3,080 $1.2 Million
Q2 2024 Jul 19, 2024	SELL	$321.47 - $379.3 $31,182 - $36,792	-97 Reduced 3.13%	2,999 $998,000
Q1 2024 Apr 17, 2024	BUY	$278.63 - $366.43 $11,423 - $15,023	41 Added 1.34%	3,096 $1.13 Million
Q4 2023 Jan 25, 2024	BUY	$226.05 - $298.12 $24,639 - $32,495	109 Added 3.7%	3,055 $903,000
Q3 2023 Oct 25, 2023	BUY	$240.58 - $288.65 $57,258 - $68,698	238 Added 8.79%	2,946 $804,000
Q2 2023 Jul 31, 2023	BUY	$205.75 - $247.67 $189,084 - $227,608	919 Added 51.37%	2,708 $666,000
Q1 2023 May 08, 2023	BUY	$215.01 - $264.54 $18,705 - $23,014	87 Added 5.11%	1,789 $409,000
Q4 2022 Jan 27, 2023	BUY	$171.23 - $243.14 $68,149 - $96,769	398 Added 30.52%	1,702 $0
Q3 2022 Oct 17, 2022	BUY	$162.44 - $198.25 $2,761 - $3,370	17 Added 1.32%	1,304 $214,000
Q2 2022 Jul 21, 2022	BUY	$178.67 - $235.08 $357 - $470	2 Added 0.16%	1,287 $230,000
Q1 2022 Apr 26, 2022	SELL	$182.83 - $229.87 $1,462 - $1,838	-8 Reduced 0.62%	1,285 $286,000
Q4 2021 Feb 14, 2022	SELL	$188.94 - $214.25 $17,382 - $19,711	-92 Reduced 6.64%	1,293 $267,000
Q3 2021 Nov 12, 2021	BUY	$189.84 - $221.66 $759 - $886	4 Added 0.29%	1,385 $266,000
Q2 2021 Aug 10, 2021	BUY	$208.86 - $244.79 $417 - $489	2 Added 0.15%	1,381 $301,000
Q1 2021 Apr 05, 2021	BUY	$180.63 - $233.63 $18,604 - $24,063	103 Added 8.07%	1,379 $320,000
Q4 2020 Feb 12, 2021	BUY	$146.71 - $182.21 $187,201 - $232,499	1,276 New	1,276 $253,000
Q1 2020 Apr 23, 2020	SELL	$91.85 - $150.53 $1.21 Million - $1.99 Million	-13,210 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$117.97 - $148.5 $122,806 - $154,588	1,041 Added 8.55%	13,210 $1.95 Million
Q3 2019 Nov 05, 2019	BUY	$113.38 - $139.64 $65,987 - $81,270	582 Added 5.02%	12,169 $1.79 Million
Q2 2019 Aug 07, 2019	BUY	$119.81 - $143.36 $59,305 - $70,963	495 Added 4.46%	11,587 $1.56 Million
Q1 2019 Apr 16, 2019	BUY	$121.51 - $141.41 $406,207 - $472,733	3,343 Added 43.14%	11,092 $1.5 Million
Q4 2018 Apr 16, 2019	BUY	$112.34 - $158.22 $870,522 - $1.23 Million	7,749 New	7,749 $985,000

Others Institutions Holding CAT

# of Institutions

3,122

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

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...

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Means Investment Co., Inc. Caterpillar Inc Transaction History