A detailed history of Pinnacle Financial Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 1,312 shares of CAT stock, worth $433,760. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,312
Previous 1,332 1.5%
Holding current value
$433,760
Previous $393,000 22.14%
% of portfolio
0.21%
Previous 0.2%

Shares

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

May 15, 2024

SELL
$278.63 - $366.43 $5,572 - $7,328
-20 Reduced 1.5%
1,312 $480,000
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $15,823 - $20,868
-70 Reduced 4.99%
1,332 $393,000
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $26,944 - $32,328
-112 Reduced 7.4%
1,402 $382,000
Q2 2023

Jul 18, 2023

SELL
$205.75 - $247.67 $31,274 - $37,645
-152 Reduced 9.12%
1,514 $372,000
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $9,760 - $13,858
57 Added 3.54%
1,666 $399,000
Q2 2022

Jul 19, 2022

SELL
$178.67 - $235.08 $37,342 - $49,131
-209 Reduced 11.5%
1,609 $288,000
Q1 2022

May 12, 2022

BUY
$182.83 - $229.87 $18,648 - $23,446
102 Added 5.94%
1,818 $405,000
Q4 2021

Feb 11, 2022

BUY
$188.94 - $214.25 $324,221 - $367,653
1,716 New
1,716 $355,000

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 $175B
  • 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 Pinnacle Financial Group, LLC Portfolio

Follow Pinnacle Financial Group, 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 Pinnacle Financial Group, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Financial Group, LLC with notifications on news.