A detailed history of Personal Cfo Solutions, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 1,415 shares of CAT stock, worth $562,448. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,415
Previous 1,356 4.35%
Holding current value
$562,448
Previous $451,000 22.62%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $18,691 - $23,076
59 Added 4.35%
1,415 $553,000
Q2 2024

Aug 09, 2024

BUY
$321.47 - $379.3 $3,857 - $4,551
12 Added 0.89%
1,356 $451,000
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $20,897 - $27,482
-75 Reduced 5.29%
1,344 $492,000
Q4 2023

Feb 13, 2024

BUY
$226.05 - $298.12 $37,072 - $48,891
164 Added 13.07%
1,419 $419,000
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $44,266 - $53,111
-184 Reduced 12.79%
1,255 $342,000
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $3,292 - $3,962
16 Added 1.12%
1,439 $354,000
Q1 2023

May 09, 2023

SELL
$215.01 - $264.54 $32,896 - $40,474
-153 Reduced 9.71%
1,423 $325,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $269,858 - $383,188
1,576 New
1,576 $377,000

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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