A detailed history of Optivise Advisory Services LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Optivise Advisory Services LLC holds 651 shares of CAT stock, worth $252,171. This represents 0.13% of its overall portfolio holdings.

Number of Shares
651
Holding current value
$252,171
% of portfolio
0.13%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $206,236 - $254,619
651 New
651 $254 Million
Q2 2024

Nov 14, 2024

BUY
$321.47 - $379.3 $28,289 - $33,378
88 Added 13.52%
739 $246 Million

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 $204B
  • 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 Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC 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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.