A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 1,853 shares of CAT stock, worth $711,681. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,853
Previous 1,918 3.39%
Holding current value
$711,681
Previous $638,000 13.48%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 24, 2024

SELL
$316.8 - $391.12 $20,592 - $25,422
-65 Reduced 3.39%
1,853 $724,000
Q2 2024

Jul 26, 2024

BUY
$321.47 - $379.3 $23,467 - $27,688
73 Added 3.96%
1,918 $638,000
Q1 2024

Apr 30, 2024

SELL
$278.63 - $366.43 $13,374 - $17,588
-48 Reduced 2.54%
1,845 $676,000
Q4 2023

Jan 19, 2024

BUY
$226.05 - $298.12 $8,363 - $11,030
37 Added 1.99%
1,893 $559,000
Q3 2023

Oct 19, 2023

BUY
$240.58 - $288.65 $24,779 - $29,730
103 Added 5.88%
1,856 $506,000
Q2 2023

Jul 17, 2023

BUY
$205.75 - $247.67 $5,143 - $6,191
25 Added 1.45%
1,753 $431,000
Q1 2023

Apr 20, 2023

BUY
$215.01 - $264.54 $88,154 - $108,461
410 Added 31.11%
1,728 $395,000
Q4 2022

Jan 17, 2023

SELL
$171.23 - $243.14 $36,643 - $52,031
-214 Reduced 13.97%
1,318 $0
Q3 2022

Oct 31, 2022

BUY
$162.44 - $198.25 $25,665 - $31,323
158 Added 11.5%
1,532 $251,000
Q2 2022

Jul 29, 2022

SELL
$178.67 - $235.08 $66,465 - $87,449
-372 Reduced 21.31%
1,374 $246,000
Q1 2022

May 11, 2022

SELL
$182.83 - $229.87 $119,936 - $150,794
-656 Reduced 27.31%
1,746 $389,000
Q4 2021

Jan 10, 2022

BUY
$188.94 - $214.25 $7,557 - $8,570
40 Added 1.69%
2,402 $497,000
Q3 2021

Nov 24, 2021

BUY
$189.84 - $221.66 $66,823 - $78,024
352 Added 17.51%
2,362 $453,000
Q2 2021

Jul 30, 2021

BUY
$208.86 - $244.79 $56,809 - $66,582
272 Added 15.65%
2,010 $437,000
Q1 2021

Apr 29, 2021

SELL
$180.63 - $233.63 $26,010 - $33,642
-144 Reduced 7.65%
1,738 $403,000
Q4 2020

Jan 15, 2021

BUY
$146.71 - $182.21 $131,305 - $163,077
895 Added 90.68%
1,882 $343,000
Q3 2020

Oct 21, 2020

BUY
$125.73 - $153.87 $6,663 - $8,155
53 Added 5.67%
987 $147,000
Q2 2020

Jul 10, 2020

SELL
$104.48 - $137.72 $16,507 - $21,759
-158 Reduced 14.47%
934 $118,000
Q1 2020

Apr 15, 2020

BUY
$91.85 - $150.53 $27,646 - $45,309
301 Added 38.05%
1,092 $127,000
Q4 2019

Jan 22, 2020

SELL
$117.97 - $148.5 $24,183 - $30,442
-205 Reduced 20.58%
791 $117,000
Q3 2019

Oct 25, 2019

SELL
$113.38 - $139.64 $77,438 - $95,374
-683 Reduced 40.68%
996 $126,000
Q2 2019

Aug 07, 2019

BUY
$119.81 - $143.36 $32,109 - $38,420
268 Added 18.99%
1,679 $228,000
Q1 2019

Apr 29, 2019

SELL
$121.51 - $141.41 $39,733 - $46,241
-327 Reduced 18.81%
1,411 $191,000
Q4 2018

Feb 04, 2019

BUY
$112.34 - $158.22 $17,637 - $24,840
157 Added 9.93%
1,738 $221,000
Q3 2018

Oct 30, 2018

BUY
$132.02 - $156.38 $16,766 - $19,860
127 Added 8.73%
1,581 $240,000
Q2 2018

Aug 14, 2018

SELL
$134.61 - $158.92 $51,555 - $60,866
-383 Reduced 20.85%
1,454 $197,000
Q1 2018

May 14, 2018

BUY
$144.29 - $170.89 $103,023 - $122,015
714 Added 63.58%
1,837 $264,000
Q4 2017

Feb 14, 2018

BUY
$124.72 - $158.42 $101,023 - $128,320
810 Added 258.79%
1,123 $185,000
Q3 2017

Oct 26, 2017

BUY
$112.85 - $125.23 $33,855 - $37,569
300 Added 2307.69%
313 $40,000
Q2 2017

Aug 08, 2017

BUY
N/A
13
13 $1,000

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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