A detailed history of Perennial Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 1,053 shares of CAT stock, worth $425,096. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,053
Previous 1,054 0.09%
Holding current value
$425,096
Previous $351,000 17.09%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$316.8 - $391.12 $316 - $391
-1 Reduced 0.09%
1,053 $411,000
Q2 2024

Aug 09, 2024

BUY
$321.47 - $379.3 $7,715 - $9,103
24 Added 2.33%
1,054 $351,000
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 $213B
  • 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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