A detailed history of Morningstar Investment Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Morningstar Investment Management LLC holds 1,348 shares of CAT stock, worth $520,354. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,348
Previous 2,124 36.53%
Holding current value
$520,354
Previous $708,000 25.0%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$316.8 - $391.12 $245,836 - $303,509
-776 Reduced 36.53%
1,348 $531,000
Q4 2023

Feb 13, 2024

BUY
$226.05 - $298.12 $3,842 - $5,068
17 Added 0.81%
2,124 $628,000
Q2 2023

Apr 09, 2024

SELL
$205.75 - $247.67 $3,497 - $4,210
-17 Reduced 0.8%
2,107 $518,000
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $433,515 - $521,840
2,107 New
2,107 $518,000

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 $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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