A detailed history of Mutual Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Mutual Advisors, LLC holds 20,528 shares of CAT stock, worth $6.74 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
20,528
Previous 20,039 2.44%
Holding current value
$6.74 Million
Previous $5.92 Million 26.98%
% of portfolio
0.25%
Previous 0.21%

Shares

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

May 02, 2024

BUY
$278.63 - $366.43 $136,250 - $179,184
489 Added 2.44%
20,528 $7.52 Million
Q4 2023

Jan 12, 2024

BUY
$226.05 - $298.12 $1.19 Million - $1.57 Million
5,274 Added 35.72%
20,039 $5.92 Million
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $71,211 - $85,440
296 Added 2.05%
14,765 $4.03 Million
Q2 2023

Jul 31, 2023

SELL
$205.75 - $247.67 $41,973 - $50,524
-204 Reduced 1.39%
14,469 $3.56 Million
Q1 2023

Apr 11, 2023

SELL
$215.01 - $264.54 $102,989 - $126,714
-479 Reduced 3.16%
14,673 $3.36 Million
Q4 2022

Jan 12, 2023

SELL
$171.23 - $243.14 $279,618 - $397,047
-1,633 Reduced 9.73%
15,152 $0
Q3 2022

Nov 03, 2022

BUY
$162.44 - $198.25 $20,305 - $24,781
125 Added 0.75%
16,785 $2.75 Million
Q2 2022

Aug 15, 2022

SELL
$178.67 - $235.08 $75,577 - $99,438
-423 Reduced 2.48%
16,660 $2.98 Million
Q1 2022

May 09, 2022

SELL
$182.83 - $229.87 $92,877 - $116,773
-508 Reduced 2.89%
17,083 $3.81 Million
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $67,829 - $76,915
359 Added 2.08%
17,591 $3.64 Million
Q3 2021

Nov 15, 2021

BUY
$189.84 - $221.66 $450,490 - $525,999
2,373 Added 15.97%
17,232 $3.31 Million
Q2 2021

Aug 12, 2021

BUY
$208.86 - $244.79 $401,428 - $470,486
1,922 Added 14.86%
14,859 $3.23 Million
Q1 2021

May 13, 2021

SELL
$180.63 - $233.63 $48,589 - $62,846
-269 Reduced 2.04%
12,937 $3 Million
Q4 2020

Feb 11, 2021

BUY
$146.71 - $182.21 $286,231 - $355,491
1,951 Added 17.33%
13,206 $2.4 Million
Q3 2020

Nov 13, 2020

SELL
$125.73 - $153.87 $96,937 - $118,633
-771 Reduced 6.41%
11,255 $1.68 Million
Q2 2020

Aug 05, 2020

BUY
$104.48 - $137.72 $196,840 - $259,464
1,884 Added 18.58%
12,026 $1.52 Million
Q1 2020

May 13, 2020

BUY
$91.85 - $150.53 $259,016 - $424,494
2,820 Added 38.51%
10,142 $1.18 Million
Q4 2019

Feb 11, 2020

BUY
$117.97 - $148.5 $184,387 - $232,105
1,563 Added 27.14%
7,322 $1.08 Million
Q3 2019

Nov 01, 2019

SELL
$113.38 - $139.64 $117,234 - $144,387
-1,034 Reduced 15.22%
5,759 $727,000
Q2 2019

Aug 15, 2019

BUY
$119.81 - $143.36 $26,118 - $31,252
218 Added 3.32%
6,793 $926,000
Q1 2019

May 15, 2019

BUY
$121.51 - $141.41 $33,901 - $39,453
279 Added 4.43%
6,575 $891,000
Q4 2018

Feb 15, 2019

BUY
$112.34 - $158.22 $149,412 - $210,432
1,330 Added 26.78%
6,296 $800,000
Q3 2018

Nov 15, 2018

BUY
$132.02 - $156.38 $924 - $1,094
7 Added 0.14%
4,966 $757,000
Q2 2018

Aug 15, 2018

SELL
$134.61 - $158.92 $34,998 - $41,319
-260 Reduced 4.98%
4,959 $673,000
Q1 2018

May 11, 2018

BUY
$144.29 - $170.89 $9,956 - $11,791
69 Added 1.34%
5,219 $769,000
Q4 2017

Feb 12, 2018

BUY
$124.72 - $158.42 $642,308 - $815,862
5,150
5,150 $812,000

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 $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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