Oak Harvest Investment Services Caterpillar Inc Transaction History

Oak Harvest Investment Services

  • $694 Million
  • Q3 2024

A detailed history of Oak Harvest Investment Services transactions in Caterpillar Inc stock. As of the latest transaction made, Oak Harvest Investment Services holds 4,240 shares of CAT stock, worth $1.59 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,240
Previous 4,049 4.72%
Holding current value
$1.59 Million
Previous $1.35 Million 23.0%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Oct 25, 2024
BUY
$316.8 - $391.12 $60,508 - $74,703
191 Added 4.72%
4,240 $1.66 Million
Q2 2024

Oct 24, 2024
BUY
$321.47 - $379.3 $94,190 - $111,134
293 Added 7.8%
4,049 $1.35 Million
Q2 2024

Jul 22, 2024
BUY
$321.47 - $379.3 $94,190 - $111,134
293 Added 7.8%
4,049 $1.35 Million
Q1 2024

Oct 24, 2024
SELL
$278.63 - $366.43 $81,638 - $107,363
-293 Reduced 7.24%
3,756 $1.38 Million
Q1 2024

Apr 19, 2024
SELL
$278.63 - $366.43 $16,996 - $22,352
-61 Reduced 1.6%
3,756 $1.38 Million
Q4 2023

Jan 12, 2024
SELL
$226.05 - $298.12 $5.73 Million - $7.55 Million
-25,342 Reduced 86.91%
3,817 $1.13 Million
Q3 2023

Oct 25, 2023
BUY
$240.58 - $288.65 $25,020 - $30,019
104 Added 0.36%
29,159 $7.96 Million
Q2 2023

Jul 17, 2023
BUY
$205.75 - $247.67 $576,100 - $693,476
2,800 Added 10.66%
29,055 $7.15 Million
Q1 2023

Apr 20, 2023
SELL
$215.01 - $264.54 $144,916 - $178,299
-674 Reduced 2.5%
26,255 $6.01 Million
Q4 2022

Jan 24, 2023
SELL
$171.23 - $243.14 $1.56 Million - $2.22 Million
-9,123 Reduced 25.31%
26,929 $0
Q3 2022

Oct 14, 2022
BUY
$162.44 - $198.25 $202,725 - $247,416
1,248 Added 3.59%
36,052 $5.92 Million
Q2 2022

Jul 18, 2022
BUY
$178.67 - $235.08 $321,069 - $422,438
1,797 Added 5.44%
34,804 $6.22 Million
Q1 2022

May 04, 2022
BUY
$182.83 - $229.87 $493,275 - $620,189
2,698 Added 8.9%
33,007 $7.36 Million
Q4 2021

Jan 21, 2022
BUY
$188.94 - $214.25 $544,902 - $617,897
2,884 Added 10.52%
30,309 $6.27 Million
Q3 2021

Oct 08, 2021
BUY
$189.84 - $221.66 $547,688 - $639,489
2,885 Added 11.76%
27,425 $5.27 Million
Q2 2021

Jul 13, 2021
BUY
$208.86 - $244.79 $171,891 - $201,462
823 Added 3.47%
24,540 $5.34 Million
Q1 2021

Apr 12, 2021
BUY
$180.63 - $233.63 $243,850 - $315,400
1,350 Added 6.04%
23,717 $5.5 Million
Q4 2020

Jan 15, 2021
BUY
$146.71 - $182.21 $3.28 Million - $4.08 Million
22,367 New
22,367 $4.07 Million

Others Institutions Holding CAT

# of Institutions
3,127
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $198B
  • 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 Oak Harvest Investment Services Portfolio

Follow Oak Harvest Investment Services 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 Oak Harvest Investment Services, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harvest Investment Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email