A detailed history of Oxford Financial Group LTD transactions in Caterpillar Inc stock. As of the latest transaction made, Oxford Financial Group LTD holds 1,657 shares of CAT stock, worth $544,075. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,657
Previous 1,060 56.32%
Holding current value
$544,075
Previous $313,000 93.93%
% of portfolio
0.04%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $166,342 - $218,758
597 Added 56.32%
1,657 $607,000
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $27,352 - $36,072
121 Added 12.89%
1,060 $313,000
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $127,988 - $153,561
-532 Reduced 36.17%
939 $256,000
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $67,486 - $81,235
328 Added 28.7%
1,471 $361,000
Q1 2023

May 12, 2023

BUY
$215.01 - $264.54 $245,756 - $302,369
1,143 New
1,143 $261,000
Q2 2021

Aug 03, 2021

SELL
$208.86 - $244.79 $180,455 - $211,498
-864 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$180.63 - $233.63 $156,064 - $201,856
864 New
864 $200,000

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 $173B
  • 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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