A detailed history of Pax Financial Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Pax Financial Group, LLC holds 998 shares of CAT stock, worth $396,695. This represents 0.07% of its overall portfolio holdings.

Number of Shares
998
Previous 960 3.96%
Holding current value
$396,695
Previous $319,000 22.26%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 13, 2024

BUY
$316.8 - $391.12 $12,038 - $14,862
38 Added 3.96%
998 $390,000
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $44,684 - $52,722
139 Added 16.93%
960 $319,000
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $15,046 - $19,787
-54 Reduced 6.17%
821 $300,000
Q4 2023

Feb 12, 2024

BUY
$226.05 - $298.12 $2,712 - $3,577
12 Added 1.39%
875 $258,000
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $11,547 - $13,855
-48 Reduced 5.27%
863 $235,000
Q2 2023

Jul 18, 2023

SELL
$205.75 - $247.67 $3,909 - $4,705
-19 Reduced 2.04%
911 $224,000
Q1 2023

May 11, 2023

BUY
$215.01 - $264.54 $2,365 - $2,909
11 Added 1.2%
930 $212,000
Q4 2022

Feb 10, 2023

BUY
$171.23 - $243.14 $157,360 - $223,445
919 New
919 $220,000

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 $210B
  • 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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