A detailed history of Operose Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Operose Advisors LLC holds 1,907 shares of CAT stock, worth $716,650. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,907
Previous 1,902 0.26%
Holding current value
$716,650
Previous $633,000 17.69%
% of portfolio
0.24%
Previous 0.22%

Shares

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

Nov 13, 2024

BUY
$316.8 - $391.12 $1,584 - $1,955
5 Added 0.26%
1,907 $745,000
Q2 2024

Aug 08, 2024

BUY
$321.47 - $379.3 $87,439 - $103,169
272 Added 16.69%
1,902 $633,000
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $1,393 - $1,832
5 Added 0.31%
1,630 $597,000
Q4 2023

Feb 12, 2024

SELL
$226.05 - $298.12 $99,688 - $131,470
-441 Reduced 21.35%
1,625 $480,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $113,794 - $136,531
473 Added 29.69%
2,066 $564,000
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $3,497 - $4,210
17 Added 1.08%
1,593 $391,000
Q1 2023

May 09, 2023

BUY
$215.01 - $264.54 $1,290 - $1,587
6 Added 0.38%
1,576 $360,000
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $1,027 - $1,458
6 Added 0.38%
1,570 $376,000
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $1,137 - $1,387
7 Added 0.45%
1,564 $257,000
Q2 2022

Aug 11, 2022

BUY
$178.67 - $235.08 $1,072 - $1,410
6 Added 0.39%
1,557 $278,000
Q1 2022

May 12, 2022

BUY
$182.83 - $229.87 $1,279 - $1,609
7 Added 0.45%
1,551 $346,000
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $291,723 - $330,802
1,544 New
1,544 $319,000

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 $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
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