A detailed history of Quantum Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 1,550 shares of CAT stock, worth $625,735. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,572 1.4%
Holding current value
$625,735
Previous $523,000 15.87%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Oct 04, 2024

SELL
$316.8 - $391.12 $6,969 - $8,604
-22 Reduced 1.4%
1,550 $606,000
Q2 2024

Jul 15, 2024

BUY
$321.47 - $379.3 $6,429 - $7,586
20 Added 1.29%
1,572 $523,000
Q4 2022

Jan 17, 2023

BUY
$171.23 - $243.14 $1,541 - $2,188
9 Added 0.58%
1,552 $0
Q3 2022

Oct 24, 2022

BUY
$162.44 - $198.25 $974 - $1,189
6 Added 0.39%
1,543 $253,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $274,615 - $361,317
1,537 New
1,537 $293,000

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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