A detailed history of Ofi Invest Asset Management transactions in Caterpillar Inc stock. As of the latest transaction made, Ofi Invest Asset Management holds 145,526 shares of CAT stock, worth $54.7 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
145,526
Previous 208,919 30.34%
Holding current value
$54.7 Million
Previous $70.9 Billion 36.19%
% of portfolio
1.2%
Previous 1.92%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$321.47 - $379.3 $20.4 Million - $24 Million
-63,393 Reduced 30.34%
145,526 $45.2 Billion
Q1 2024

Apr 29, 2024

SELL
$278.63 - $366.43 $7.07 Million - $9.3 Million
-25,380 Reduced 10.83%
208,919 $70.9 Billion
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $12.4 Million - $16.3 Million
54,750 Added 30.49%
234,299 $62.7 Billion
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $14.6 Million - $17.5 Million
60,558 Added 50.89%
179,549 $46.3 Billion
Q2 2023

Jul 31, 2023

SELL
$205.75 - $247.67 $5.8 Billion - $6.98 Billion
-28,167,921 Reduced 99.58%
118,991 $29.3 Billion
Q1 2023

May 15, 2023

BUY
$215.01 - $264.54 $6.08 Billion - $7.48 Billion
28,286,912 New
28,286,912 $6.47 Billion

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 $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 Ofi Invest Asset Management Portfolio

Follow Ofi Invest Asset Management 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 Ofi Invest Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Ofi Invest Asset Management with notifications on news.