A detailed history of Sage View Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 1,429 shares of CAT stock, worth $514,968. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,429
Previous 1,433 0.28%
Holding current value
$514,968
Previous $477 Million 17.13%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$316.8 - $391.12 $1,267 - $1,564
-4 Reduced 0.28%
1,429 $559 Million
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $55,292 - $65,239
172 Added 13.64%
1,433 $477 Million
Q1 2024

May 08, 2024

SELL
$278.63 - $366.43 $50,989 - $67,056
-183 Reduced 12.67%
1,261 $462 Million
Q4 2023

Feb 09, 2024

SELL
$226.05 - $298.12 $440,119 - $580,439
-1,947 Reduced 57.42%
1,444 $440 Million
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $9,623 - $11,546
40 Added 1.19%
3,391 $926 Million
Q2 2023

Aug 11, 2023

BUY
$205.75 - $247.67 $39,504 - $47,552
192 Added 6.08%
3,351 $825 Million
Q1 2023

May 01, 2023

SELL
$215.01 - $264.54 $198,669 - $244,434
-924 Reduced 22.63%
3,159 $723 Million
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $699,132 - $992,740
4,083 New
4,083 $978 Million

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 $190B
  • 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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