A detailed history of Perennial Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 1,030 shares of CAT stock, worth $358,058. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,030
Previous 1,167 11.74%
Holding current value
$358,058
Previous $345,000 9.28%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 14, 2024

SELL
$278.63 - $366.43 $38,172 - $50,200
-137 Reduced 11.74%
1,030 $377,000
Q4 2023

Feb 14, 2024

SELL
$226.05 - $298.12 $30,064 - $39,649
-133 Reduced 10.23%
1,167 $345,000
Q3 2023

Nov 14, 2023

SELL
$240.58 - $288.65 $4,089 - $4,907
-17 Reduced 1.29%
1,300 $354,000
Q2 2023

Aug 14, 2023

SELL
$205.75 - $247.67 $3,703 - $4,458
-18 Reduced 1.35%
1,317 $324,000
Q1 2023

May 11, 2023

BUY
$215.01 - $264.54 $31,176 - $38,358
145 Added 12.18%
1,335 $305,000
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $203,763 - $289,336
1,190 New
1,190 $285,000

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 $184B
  • 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 Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, 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 Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.