A detailed history of Pax Financial Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Pax Financial Group, LLC holds 821 shares of CAT stock, worth $269,090. This represents 0.06% of its overall portfolio holdings.

Number of Shares
821
Previous 875 6.17%
Holding current value
$269,090
Previous $258,000 16.28%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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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