A detailed history of Occidental Asset Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Occidental Asset Management, LLC holds 10,920 shares of CAT stock, worth $4.19 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
10,920
Previous 10,331 5.7%
Holding current value
$4.19 Million
Previous $3.44 Million 24.12%
% of portfolio
0.69%
Previous 0.61%

Shares

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

Oct 11, 2024

BUY
$316.8 - $391.12 $186,595 - $230,369
589 Added 5.7%
10,920 $4.27 Million
Q2 2024

Jul 15, 2024

BUY
$321.47 - $379.3 $148,519 - $175,236
462 Added 4.68%
10,331 $3.44 Million
Q1 2024

Apr 16, 2024

BUY
$278.63 - $366.43 $277,236 - $364,597
995 Added 11.21%
9,869 $3.62 Million
Q4 2023

Jan 18, 2024

BUY
$226.05 - $298.12 $265,608 - $350,291
1,175 Added 15.26%
8,874 $2.62 Million
Q3 2023

Oct 18, 2023

BUY
$240.58 - $288.65 $496,797 - $596,062
2,065 Added 36.65%
7,699 $2.1 Million
Q2 2023

Jul 11, 2023

BUY
$205.75 - $247.67 $867,030 - $1.04 Million
4,214 Added 296.76%
5,634 $1.39 Million
Q1 2023

May 10, 2023

SELL
$215.01 - $264.54 $10,750 - $13,227
-50 Reduced 3.4%
1,420 $324,000
Q4 2022

Jan 23, 2023

BUY
$171.23 - $243.14 $251,708 - $357,415
1,470 New
1,470 $0
Q2 2022

Jul 18, 2022

SELL
$178.67 - $235.08 $166,877 - $219,564
-934 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$182.83 - $229.87 $170,763 - $214,698
934 New
934 $208,000

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 $203B
  • 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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