A detailed history of Regal Investment Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Regal Investment Advisors LLC holds 3,141 shares of CAT stock, worth $1.27 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,141
Previous 3,576 12.16%
Holding current value
$1.27 Million
Previous $1.19 Million 3.11%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$316.8 - $391.12 $137,808 - $170,137
-435 Reduced 12.16%
3,141 $1.23 Million
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $51,756 - $61,067
-161 Reduced 4.31%
3,576 $1.19 Million
Q1 2024

May 15, 2024

SELL
$278.63 - $366.43 $24,240 - $31,879
-87 Reduced 2.28%
3,737 $1.37 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $40,462 - $53,363
179 Added 4.91%
3,824 $1.13 Million
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $48,837 - $58,595
-203 Reduced 5.28%
3,645 $995,000
Q2 2023

Aug 11, 2023

BUY
$205.75 - $247.67 $39,915 - $48,047
194 Added 5.31%
3,848 $946,000
Q1 2023

May 11, 2023

BUY
$215.01 - $264.54 $22,791 - $28,041
106 Added 2.99%
3,654 $836,000
Q4 2022

Mar 01, 2023

BUY
$171.23 - $243.14 $17,979 - $25,529
105 Added 3.05%
3,548 $849,000
Q3 2022

Nov 15, 2022

SELL
$162.44 - $198.25 $985,036 - $1.2 Million
-6,064 Reduced 63.78%
3,443 $565,000
Q2 2022

Aug 09, 2022

BUY
$178.67 - $235.08 $38,235 - $50,307
214 Added 2.3%
9,507 $1.7 Million
Q1 2022

May 09, 2022

SELL
$182.83 - $229.87 $2,193 - $2,758
-12 Reduced 0.13%
9,293 $2.07 Million
Q4 2021

Feb 10, 2022

SELL
$188.94 - $214.25 $17,760 - $20,139
-94 Reduced 1.0%
9,305 $1.92 Million
Q3 2021

Nov 05, 2021

BUY
$189.84 - $221.66 $341,901 - $399,209
1,801 Added 23.7%
9,399 $1.8 Million
Q2 2021

Aug 09, 2021

BUY
$208.86 - $244.79 $1.59 Million - $1.86 Million
7,598 New
7,598 $1.65 Million
Q1 2021

May 12, 2021

SELL
$180.63 - $233.63 $1.99 Million - $2.58 Million
-11,026 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$146.71 - $182.21 $1.62 Million - $2.01 Million
11,026 New
11,026 $2.01 Million
Q1 2020

May 12, 2020

SELL
$91.85 - $150.53 $1.44 Million - $2.36 Million
-15,704 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$117.97 - $148.5 $21,352 - $26,878
-181 Reduced 1.14%
15,704 $2.32 Million
Q3 2019

Nov 15, 2019

SELL
$113.38 - $139.64 $60,091 - $74,009
-530 Reduced 3.23%
15,885 $2.01 Million
Q2 2019

Jul 26, 2019

SELL
$119.81 - $143.36 $138,979 - $166,297
-1,160 Reduced 6.6%
16,415 $2.24 Million
Q1 2019

May 09, 2019

BUY
$121.51 - $141.41 $75,822 - $88,239
624 Added 3.68%
17,575 $2.38 Million
Q4 2018

Feb 04, 2019

BUY
$112.34 - $158.22 $1.9 Million - $2.68 Million
16,951 New
16,951 $2.15 Million
Q2 2018

Aug 10, 2018

SELL
$134.61 - $158.92 $219,145 - $258,721
-1,628 Closed
0 $0
Q1 2018

Apr 25, 2018

SELL
$144.29 - $170.89 $30,300 - $35,886
-210 Reduced 11.43%
1,628 $240,000
Q4 2017

Feb 06, 2018

BUY
$124.72 - $158.42 $4,115 - $5,227
33 Added 1.83%
1,838 $290,000
Q3 2017

Nov 08, 2017

BUY
$112.85 - $125.23 $203,694 - $226,040
1,805
1,805 $225,000

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 $214B
  • 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 Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors 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 Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.