A detailed history of Montag A & Associates Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Montag A & Associates Inc holds 16,394 shares of CAT stock, worth $6.35 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
16,394
Previous 16,860 2.76%
Holding current value
$6.35 Million
Previous $5.62 Million 14.17%
% of portfolio
0.31%
Previous 0.29%

Shares

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

Nov 05, 2024

SELL
$316.8 - $391.12 $147,628 - $182,261
-466 Reduced 2.76%
16,394 $6.41 Million
Q2 2024

Jul 31, 2024

SELL
$321.47 - $379.3 $216,349 - $255,268
-673 Reduced 3.84%
16,860 $5.62 Million
Q1 2024

May 07, 2024

BUY
$278.63 - $366.43 $1.47 Million - $1.93 Million
5,258 Added 42.84%
17,533 $6.42 Million
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $212,260 - $279,934
939 Added 8.28%
12,275 $3.63 Million
Q3 2023

Nov 09, 2023

BUY
$240.58 - $288.65 $2.16 Million - $2.6 Million
8,991 Added 383.41%
11,336 $3.09 Million
Q2 2023

Aug 09, 2023

BUY
$205.75 - $247.67 $37,035 - $44,580
180 Added 8.31%
2,345 $576,000
Q4 2022

Feb 02, 2023

SELL
$171.23 - $243.14 $220,886 - $313,650
-1,290 Reduced 37.34%
2,165 $518,000
Q3 2022

Nov 09, 2022

BUY
$162.44 - $198.25 $185,181 - $226,005
1,140 Added 49.24%
3,455 $567,000
Q3 2021

Nov 08, 2021

SELL
$189.84 - $221.66 $56,952 - $66,498
-300 Reduced 11.47%
2,315 $444,000
Q2 2021

Aug 03, 2021

BUY
$208.86 - $244.79 $3,132 - $3,671
15 Added 0.58%
2,615 $569,000
Q4 2020

Feb 12, 2021

SELL
$146.71 - $182.21 $14,671 - $18,221
-100 Reduced 3.7%
2,600 $473,000
Q3 2020

Nov 12, 2020

BUY
$125.73 - $153.87 $100,584 - $123,096
800 Added 42.11%
2,700 $403,000
Q2 2019

Aug 06, 2019

BUY
$119.81 - $143.36 $11,981 - $14,336
100 Added 5.56%
1,900 $259,000
Q4 2018

Feb 06, 2019

SELL
$112.34 - $158.22 $930,175 - $1.31 Million
-8,280 Reduced 82.14%
1,800 $229,000
Q3 2018

Nov 07, 2018

BUY
$132.02 - $156.38 $1.33 Million - $1.58 Million
10,080 New
10,080 $1.54 Million
Q2 2018

Aug 01, 2018

SELL
$134.61 - $158.92 $640,878 - $756,618
-4,761 Closed
0 $0
Q1 2018

May 07, 2018

SELL
$144.29 - $170.89 $636,318 - $753,624
-4,410 Reduced 48.09%
4,761 $702,000
Q4 2017

Feb 09, 2018

BUY
$124.72 - $158.42 $1.14 Million - $1.45 Million
9,171
9,171 $1.45 Million

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 $204B
  • 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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