A detailed history of Morris Retirement Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 1,503 shares of CAT stock, worth $550,158. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,503
Previous 1,464 2.66%
Holding current value
$550,158
Previous $487,000 20.53%
% of portfolio
0.33%
Previous 0.28%

Shares

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

Oct 03, 2024

BUY
$316.8 - $391.12 $12,355 - $15,253
39 Added 2.66%
1,503 $587,000
Q2 2024

Aug 06, 2024

SELL
$321.47 - $379.3 $25,396 - $29,964
-79 Reduced 5.12%
1,464 $487,000
Q1 2024

May 03, 2024

BUY
$278.63 - $366.43 $67,428 - $88,676
242 Added 18.6%
1,543 $565,000
Q4 2023

Feb 12, 2024

BUY
$226.05 - $298.12 $226 - $298
1 Added 0.08%
1,301 $384,000
Q3 2023

Nov 08, 2023

BUY
$240.58 - $288.65 $240 - $288
1 Added 0.08%
1,300 $354,000
Q2 2023

Jul 17, 2023

SELL
$205.75 - $247.67 $244,842 - $294,727
-1,190 Reduced 47.81%
1,299 $319,000
Q1 2023

Apr 13, 2023

SELL
$215.01 - $264.54 $186,198 - $229,091
-866 Reduced 25.81%
2,489 $569,000
Q4 2022

Feb 02, 2023

SELL
$171.23 - $243.14 $52,910 - $75,130
-309 Reduced 8.43%
3,355 $803,000
Q3 2022

Oct 14, 2022

BUY
$162.44 - $198.25 $53,442 - $65,224
329 Added 9.87%
3,664 $655,000
Q2 2022

Aug 08, 2022

SELL
$178.67 - $235.08 $40,200 - $52,893
-225 Reduced 6.32%
3,335 $596,000
Q1 2022

May 10, 2022

SELL
$182.83 - $229.87 $27,790 - $34,940
-152 Reduced 4.09%
3,560 $793,000
Q4 2021

Feb 02, 2022

BUY
$188.94 - $214.25 $481,041 - $545,480
2,546 Added 218.35%
3,712 $767,000
Q2 2021

Jul 29, 2021

BUY
$208.86 - $244.79 $9,189 - $10,770
44 Added 3.92%
1,166 $254,000
Q4 2020

Feb 01, 2021

BUY
$146.71 - $182.21 $164,608 - $204,439
1,122 New
1,122 $204,000

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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