Richard C. Young & Co., Ltd. Caterpillar Inc Transaction History

Richard C. Young & Co., Ltd.

$860 Million
Q3 2024

A detailed history of Richard C. Young & Co., Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Richard C. Young & Co., Ltd. holds 56,791 shares of CAT stock, worth $21.3 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

56,791

Previous 56,559 0.41%

Holding current value

$21.3 Million

Previous $18.8 Million 17.9%

% of portfolio

2.58%

Previous 2.43%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$316.8 - $391.12 $73,497 - $90,739	232 Added 0.41%	56,791 $22.2 Million
Q2 2024 Aug 08, 2024	BUY	$321.47 - $379.3 $62,686 - $73,963	195 Added 0.35%	56,559 $18.8 Million
Q1 2024 May 08, 2024	SELL	$278.63 - $366.43 $193,369 - $254,302	-694 Reduced 1.22%	56,364 $20.7 Million
Q4 2023 Feb 12, 2024	BUY	$226.05 - $298.12 $347,438 - $458,210	1,537 Added 2.77%	57,058 $16.9 Million
Q3 2023 Nov 13, 2023	BUY	$240.58 - $288.65 $89,736 - $107,666	373 Added 0.68%	55,521 $15.2 Million
Q2 2023 Aug 08, 2023	BUY	$205.75 - $247.67 $269,326 - $324,200	1,309 Added 2.43%	55,148 $13.6 Million
Q1 2023 May 12, 2023	BUY	$215.01 - $264.54 $62,782 - $77,245	292 Added 0.55%	53,839 $12.3 Million
Q4 2022 Feb 10, 2023	BUY	$171.23 - $243.14 $78,252 - $111,114	457 Added 0.86%	53,547 $12.8 Million
Q3 2022 Nov 10, 2022	BUY	$162.44 - $198.25 $142,459 - $173,865	877 Added 1.68%	53,090 $8.71 Million
Q2 2022 Aug 03, 2022	BUY	$178.67 - $235.08 $361,806 - $476,037	2,025 Added 4.03%	52,213 $9.33 Million
Q1 2022 May 06, 2022	BUY	$182.83 - $229.87 $295,270 - $371,240	1,615 Added 3.32%	50,188 $11.2 Million
Q4 2021 Feb 11, 2022	BUY	$188.94 - $214.25 $44,778 - $50,777	237 Added 0.49%	48,573 $10 Million
Q3 2021 Nov 10, 2021	BUY	$189.84 - $221.66 $56,382 - $65,833	297 Added 0.62%	48,336 $9.28 Million
Q2 2021 Aug 11, 2021	BUY	$208.86 - $244.79 $416,466 - $488,111	1,994 Added 4.33%	48,039 $10.5 Million
Q1 2021 May 13, 2021	BUY	$180.63 - $233.63 $484,269 - $626,362	2,681 Added 6.18%	46,045 $10.7 Million
Q4 2020 Feb 12, 2021	BUY	$146.71 - $182.21 $307,357 - $381,729	2,095 Added 5.08%	43,364 $7.89 Million
Q3 2020 Nov 12, 2020	BUY	$125.73 - $153.87 $295,716 - $361,902	2,352 Added 6.04%	41,269 $6.16 Million
Q2 2020 Aug 13, 2020	BUY	$104.48 - $137.72 $3.56 Million - $4.69 Million	34,048 Added 699.28%	38,917 $4.92 Million
Q1 2020 May 11, 2020	BUY	$91.85 - $150.53 $447,217 - $732,930	4,869 New	4,869 $565,000

Others Institutions Holding CAT

# of Institutions

3,127

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $198B
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...

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Richard C. Young & Co., Ltd. Caterpillar Inc Transaction History