A detailed history of Plante Moran Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 978 shares of CAT stock, worth $381,019. This represents 0.03% of its overall portfolio holdings.

Number of Shares
978
Previous 1,060 7.74%
Holding current value
$381,019
Previous $353,000 8.22%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 30, 2024

SELL
$316.8 - $391.12 $25,977 - $32,071
-82 Reduced 7.74%
978 $382,000
Q2 2024

Aug 12, 2024

BUY
$321.47 - $379.3 $32,147 - $37,930
100 Added 10.42%
1,060 $353,000
Q1 2024

May 09, 2024

SELL
$278.63 - $366.43 $55,168 - $72,553
-198 Reduced 17.1%
960 $351,000
Q4 2023

Feb 05, 2024

BUY
$226.05 - $298.12 $52,217 - $68,865
231 Added 24.92%
1,158 $342,000
Q3 2023

Nov 07, 2023

SELL
$240.58 - $288.65 $12,991 - $15,587
-54 Reduced 5.5%
927 $253,000
Q2 2023

Aug 07, 2023

BUY
$205.75 - $247.67 $11,110 - $13,374
54 Added 5.83%
981 $241,000
Q1 2023

May 08, 2023

BUY
$215.01 - $264.54 $10,750 - $13,227
50 Added 5.7%
927 $212,000
Q4 2022

Feb 09, 2023

SELL
$171.23 - $243.14 $17,294 - $24,557
-101 Reduced 10.33%
877 $210,000
Q3 2022

Nov 02, 2022

BUY
$162.44 - $198.25 $144,734 - $176,640
891 Added 1024.14%
978 $160,000
Q2 2022

Aug 02, 2022

BUY
$178.67 - $235.08 $1,429 - $1,880
8 Added 10.13%
87 $16,000
Q1 2022

May 06, 2022

SELL
$182.83 - $229.87 $19,014 - $23,906
-104 Reduced 56.83%
79 $18,000
Q4 2021

Feb 09, 2022

SELL
$188.94 - $214.25 $148,317 - $168,186
-785 Reduced 81.1%
183 $38,000
Q3 2021

Nov 08, 2021

BUY
$189.84 - $221.66 $129,281 - $150,950
681 Added 237.28%
968 $186,000
Q2 2021

Aug 10, 2021

BUY
$208.86 - $244.79 $48,455 - $56,791
232 Added 421.82%
287 $62,000
Q1 2021

May 13, 2021

SELL
$180.63 - $233.63 $105,849 - $136,907
-586 Reduced 91.42%
55 $13,000
Q4 2020

Feb 09, 2021

BUY
$146.71 - $182.21 $85,091 - $105,681
580 Added 950.82%
641 $117,000
Q3 2020

Nov 12, 2020

SELL
$125.73 - $153.87 $14,710 - $18,002
-117 Reduced 65.73%
61 $9,000
Q2 2020

Aug 10, 2020

SELL
$104.48 - $137.72 $128,719 - $169,671
-1,232 Reduced 87.38%
178 $23,000
Q1 2020

May 07, 2020

BUY
$91.85 - $150.53 $32,331 - $52,986
352 Added 33.27%
1,410 $164,000
Q4 2019

Feb 14, 2020

SELL
$117.97 - $148.5 $26,661 - $33,561
-226 Reduced 17.6%
1,058 $156,000
Q3 2019

Nov 13, 2019

SELL
$113.38 - $139.64 $21,542 - $26,531
-190 Reduced 12.89%
1,284 $162,000
Q2 2019

Aug 13, 2019

SELL
$119.81 - $143.36 $25,878 - $30,965
-216 Reduced 12.78%
1,474 $201,000
Q1 2019

May 13, 2019

SELL
$121.51 - $141.41 $121 - $141
-1 Reduced 0.06%
1,690 $229,000
Q4 2018

Jan 29, 2019

BUY
$112.34 - $158.22 $61,787 - $87,021
550 Added 48.2%
1,691 $215,000
Q3 2018

Nov 09, 2018

SELL
$132.02 - $156.38 $19,935 - $23,613
-151 Reduced 11.69%
1,141 $174,000
Q2 2018

Jul 26, 2018

SELL
$134.61 - $158.92 $82,650 - $97,576
-614 Reduced 32.21%
1,292 $175,000
Q1 2018

May 01, 2018

BUY
$144.29 - $170.89 $96,530 - $114,325
669 Added 54.08%
1,906 $281,000
Q4 2017

Feb 01, 2018

BUY
$124.72 - $158.42 $23,946 - $30,416
192 Added 18.37%
1,237 $195,000
Q3 2017

Nov 08, 2017

BUY
$112.85 - $125.23 $117,928 - $130,865
1,045
1,045 $130,000

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 $206B
  • 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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