A detailed history of Secure Asset Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Secure Asset Management, LLC holds 1,338 shares of CAT stock, worth $521,271. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,338
Previous 1,439 7.02%
Holding current value
$521,271
Previous $479,000 9.19%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 16, 2024

SELL
$316.8 - $391.12 $31,996 - $39,503
-101 Reduced 7.02%
1,338 $523,000
Q2 2024

Jul 24, 2024

BUY
$321.47 - $379.3 $35,683 - $42,102
111 Added 8.36%
1,439 $479,000
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $42,073 - $55,330
151 Added 12.83%
1,328 $486,000
Q4 2023

Jan 22, 2024

BUY
$226.05 - $298.12 $678 - $894
3 Added 0.26%
1,177 $348,000
Q3 2023

Oct 18, 2023

BUY
$240.58 - $288.65 $282,440 - $338,875
1,174 New
1,174 $320,000
Q4 2022

Jan 20, 2023

BUY
$171.23 - $243.14 $161,298 - $229,037
942 New
942 $0
Q2 2022

Jul 20, 2022

SELL
$178.67 - $235.08 $5,002 - $6,582
-28 Reduced 2.41%
1,133 $202,000
Q1 2022

Apr 19, 2022

SELL
$182.83 - $229.87 $2,193 - $2,758
-12 Reduced 1.02%
1,161 $259,000
Q4 2021

Jan 24, 2022

BUY
$188.94 - $214.25 $755 - $857
4 Added 0.34%
1,173 $242,000
Q3 2021

Oct 28, 2021

BUY
$189.84 - $221.66 $569 - $664
3 Added 0.26%
1,169 $225,000
Q2 2021

Jul 16, 2021

BUY
$208.86 - $244.79 $35,715 - $41,859
171 Added 17.19%
1,166 $254,000
Q1 2021

Apr 14, 2021

BUY
$180.63 - $233.63 $179,726 - $232,461
995 New
995 $231,000

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 $206B
  • 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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