A detailed history of One Ascent Financial Services LLC transactions in Caterpillar Inc stock. As of the latest transaction made, One Ascent Financial Services LLC holds 11,171 shares of CAT stock, worth $4.29 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
11,171
Holding current value
$4.29 Million
% of portfolio
3.14%

Shares

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

Nov 07, 2024

BUY
$316.8 - $391.12 $3.54 Million - $4.37 Million
11,171 New
11,171 $4.37 Million
Q1 2024

Apr 16, 2024

BUY
$278.63 - $366.43 $313,737 - $412,600
1,126 Added 11.11%
11,265 $4.13 Million
Q4 2023

Jan 11, 2024

BUY
$226.05 - $298.12 $2.12 Million - $2.79 Million
9,370 Added 1218.47%
10,139 $3 Million
Q3 2023

Oct 13, 2023

BUY
$240.58 - $288.65 $185,006 - $221,971
769 New
769 $210,000
Q2 2020

Jul 21, 2020

SELL
$104.48 - $137.72 $298,812 - $393,879
-2,860 Closed
0 $0
Q1 2020

Apr 14, 2020

SELL
$91.85 - $150.53 $38,760 - $63,523
-422 Reduced 12.86%
2,860 $332,000
Q4 2019

Feb 11, 2020

BUY
$117.97 - $148.5 $387,177 - $487,377
3,282 New
3,282 $485,000
Q3 2019

Nov 15, 2019

SELL
$113.38 - $139.64 $397,510 - $489,577
-3,506 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
$119.81 - $143.36 $420,053 - $502,620
3,506 New
3,506 $478,000

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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