A detailed history of N.E.W. Advisory Services LLC transactions in Caterpillar Inc stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 1,442 shares of CAT stock, worth $473,480. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,442
Previous 1,483 2.76%
Holding current value
$473,480
Previous $438,000 20.55%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 24, 2024

SELL
$278.63 - $366.43 $11,423 - $15,023
-41 Reduced 2.76%
1,442 $528,000
Q4 2023

Feb 06, 2024

SELL
$226.05 - $298.12 $12,432 - $16,396
-55 Reduced 3.58%
1,483 $438,000
Q3 2023

Nov 03, 2023

SELL
$240.58 - $288.65 $52,205 - $62,637
-217 Reduced 12.36%
1,538 $419,000
Q2 2023

Aug 04, 2023

SELL
$205.75 - $247.67 $91,764 - $110,460
-446 Reduced 20.26%
1,755 $431,000
Q1 2023

May 10, 2023

SELL
$215.01 - $264.54 $11,610 - $14,285
-54 Reduced 2.39%
2,201 $503,000
Q4 2022

Feb 13, 2023

SELL
$171.23 - $243.14 $5,650 - $8,023
-33 Reduced 1.44%
2,255 $540,000
Q3 2022

Nov 10, 2022

BUY
$162.44 - $198.25 $105,910 - $129,259
652 Added 39.85%
2,288 $375,000
Q2 2022

Aug 01, 2022

BUY
$178.67 - $235.08 $45,918 - $60,415
257 Added 18.64%
1,636 $292,000
Q1 2022

Apr 11, 2022

SELL
$182.83 - $229.87 $148,275 - $186,424
-811 Reduced 37.03%
1,379 $320,000
Q4 2021

Jan 18, 2022

BUY
$188.94 - $214.25 $11,525 - $13,069
61 Added 2.87%
2,190 $453,000
Q3 2021

Oct 13, 2021

BUY
$189.84 - $221.66 $29,045 - $33,913
153 Added 7.74%
2,129 $409,000
Q2 2021

Jul 15, 2021

BUY
$208.86 - $244.79 $127,613 - $149,566
611 Added 44.76%
1,976 $430,000
Q1 2021

Apr 14, 2021

BUY
$180.63 - $233.63 $246,559 - $318,904
1,365 New
1,365 $317,000

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
Track This Portfolio

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.