A detailed history of Monte Financial Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Monte Financial Group, LLC holds 1,564 shares of CAT stock, worth $513,539. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,564
Previous 15,714 90.05%
Holding current value
$513,539
Previous $4.65 Million 87.67%
% of portfolio
0.25%
Previous 2.18%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$278.63 - $366.43 $3.94 Million - $5.18 Million
-14,150 Reduced 90.05%
1,564 $573,000
Q4 2023

Jan 22, 2024

SELL
$226.05 - $298.12 $523,531 - $690,445
-2,316 Reduced 12.85%
15,714 $4.65 Million
Q3 2023

Oct 24, 2023

SELL
$240.58 - $288.65 $942,351 - $1.13 Million
-3,917 Reduced 17.85%
18,030 $4.92 Million
Q2 2023

Jul 25, 2023

BUY
$205.75 - $247.67 $70,983 - $85,446
345 Added 1.6%
21,947 $5.4 Million
Q1 2023

Apr 26, 2023

SELL
$215.01 - $264.54 $278,222 - $342,314
-1,294 Reduced 5.65%
21,602 $4.94 Million
Q4 2022

Jan 23, 2023

SELL
$171.23 - $243.14 $502,388 - $713,372
-2,934 Reduced 11.36%
22,896 $0
Q3 2022

Oct 24, 2022

BUY
$162.44 - $198.25 $96,326 - $117,562
593 Added 2.35%
25,830 $4.24 Million
Q2 2022

Jul 20, 2022

BUY
$178.67 - $235.08 $55,566 - $73,109
311 Added 1.25%
25,237 $4.51 Million
Q1 2022

Apr 22, 2022

BUY
$182.83 - $229.87 $48,084 - $60,455
263 Added 1.07%
24,926 $5.55 Million
Q4 2021

Jan 26, 2022

BUY
$188.94 - $214.25 $502,202 - $569,476
2,658 Added 12.08%
24,663 $5.1 Million
Q3 2021

Oct 25, 2021

BUY
$189.84 - $221.66 $40,435 - $47,213
213 Added 0.98%
22,005 $4.22 Million
Q2 2021

Jul 26, 2021

BUY
$208.86 - $244.79 $616,345 - $722,375
2,951 Added 15.66%
21,792 $4.74 Million
Q1 2021

Apr 30, 2021

SELL
$180.63 - $233.63 $7,947 - $10,279
-44 Reduced 0.23%
18,841 $4.37 Million
Q4 2020

Feb 03, 2021

BUY
$146.71 - $182.21 $3,814 - $4,737
26 Added 0.14%
18,885 $3.44 Million
Q3 2020

Nov 03, 2020

SELL
$125.73 - $153.87 $240,647 - $294,507
-1,914 Reduced 9.21%
18,859 $2.81 Million
Q2 2020

Aug 03, 2020

SELL
$104.48 - $137.72 $712,553 - $939,250
-6,820 Reduced 24.72%
20,773 $2.63 Million
Q1 2020

Apr 28, 2020

SELL
$91.85 - $150.53 $31,963 - $52,384
-348 Reduced 1.25%
27,593 $3.2 Million
Q4 2019

Feb 04, 2020

SELL
$117.97 - $148.5 $6,488 - $8,167
-55 Reduced 0.2%
27,941 $4.13 Million
Q3 2019

Nov 06, 2019

BUY
$113.38 - $139.64 $612,932 - $754,893
5,406 Added 23.93%
27,996 $3.54 Million
Q2 2019

Aug 07, 2019

BUY
$119.81 - $143.36 $283,350 - $339,046
2,365 Added 11.69%
22,590 $3.08 Million
Q1 2019

Apr 23, 2019

BUY
$121.51 - $141.41 $181,292 - $210,983
1,492 Added 7.96%
20,225 $2.74 Million
Q4 2018

Jan 31, 2019

SELL
$112.34 - $158.22 $83,468 - $117,557
-743 Reduced 3.81%
18,733 $2.38 Million
Q3 2018

Oct 16, 2018

BUY
$132.02 - $156.38 $63,105 - $74,749
478 Added 2.52%
19,476 $2.97 Million
Q2 2018

Oct 16, 2018

BUY
$134.61 - $158.92 $183,742 - $216,925
1,365 Added 7.74%
18,998 $2.58 Million
Q1 2018

Oct 16, 2018

SELL
$144.29 - $170.89 $197,388 - $233,777
-1,368 Reduced 7.2%
17,633 $2.6 Million
Q4 2017

Oct 16, 2018

BUY
$124.72 - $158.42 $2.37 Million - $3.01 Million
19,001
19,001 $2.99 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 $173B
  • 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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