A detailed history of Schear Investment Advisers, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Schear Investment Advisers, LLC holds 5,981 shares of CAT stock, worth $2.25 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
5,981
Previous 5,516 8.43%
Holding current value
$2.25 Million
Previous $2.02 Million 1.43%
% of portfolio
1.48%
Previous 1.68%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$321.47 - $379.3 $149,483 - $176,374
465 Added 8.43%
5,981 $1.99 Million
Q1 2024

May 01, 2024

BUY
$278.63 - $366.43 $174,701 - $229,751
627 Added 12.82%
5,516 $2.02 Million
Q4 2023

Jan 31, 2024

BUY
$226.05 - $298.12 $4,973 - $6,558
22 Added 0.45%
4,889 $1.45 Million
Q3 2023

Oct 25, 2023

SELL
$240.58 - $288.65 $69,287 - $83,131
-288 Reduced 5.59%
4,867 $1.33 Million
Q2 2023

Jul 17, 2023

BUY
$205.75 - $247.67 $30,862 - $37,150
150 Added 3.0%
5,155 $1.27 Million
Q1 2023

Apr 25, 2023

BUY
$215.01 - $264.54 $47,087 - $57,934
219 Added 4.58%
5,005 $1.15 Billion
Q4 2022

Jan 24, 2023

BUY
$171.23 - $243.14 $819,506 - $1.16 Million
4,786 New
4,786 $1.15 Billion

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 $199B
  • 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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