A detailed history of Seven Bridge Financial Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 5,272 shares of CAT stock, worth $2.05 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,272
Previous 4,964 6.2%
Holding current value
$2.05 Million
Previous $1.65 Million 24.68%
% of portfolio
0.37%
Previous 0.36%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $97,574 - $120,464
308 Added 6.2%
5,272 $2.06 Million
Q1 2024

May 10, 2024

SELL
$278.63 - $366.43 $220,396 - $289,846
-791 Reduced 13.74%
4,964 $1.82 Million
Q4 2023

Jan 22, 2024

BUY
$226.05 - $298.12 $22,378 - $29,513
99 Added 1.75%
5,755 $1.7 Million
Q3 2023

Oct 25, 2023

BUY
$240.58 - $288.65 $108,020 - $129,603
449 Added 8.62%
5,656 $1.54 Million
Q2 2023

Jul 26, 2023

BUY
$205.75 - $247.67 $6,789 - $8,173
33 Added 0.64%
5,207 $1.28 Million
Q1 2023

Apr 20, 2023

SELL
$215.01 - $264.54 $32,251 - $39,681
-150 Reduced 2.82%
5,174 $1.18 Million
Q4 2022

Jan 26, 2023

SELL
$171.23 - $243.14 $3,253 - $4,619
-19 Reduced 0.36%
5,324 $0
Q3 2022

Oct 17, 2022

BUY
$162.44 - $198.25 $72,935 - $89,014
449 Added 9.17%
5,343 $877,000
Q2 2022

Jul 12, 2022

BUY
$178.67 - $235.08 $37,342 - $49,131
209 Added 4.46%
4,894 $875,000
Q1 2022

Apr 15, 2022

SELL
$182.83 - $229.87 $169,666 - $213,319
-928 Reduced 16.53%
4,685 $1.04 Million
Q4 2021

Jan 20, 2022

BUY
$188.94 - $214.25 $1.06 Million - $1.2 Million
5,613 New
5,613 $1.16 Million
Q4 2021

Jan 20, 2022

SELL
$188.94 - $214.25 $973,418 - $1.1 Million
-5,152 Closed
0 $0
Q3 2021

Oct 14, 2021

SELL
$189.84 - $221.66 $24,679 - $28,815
-130 Reduced 2.46%
5,152 $989,000
Q2 2021

Jul 26, 2021

SELL
$208.86 - $244.79 $19,841 - $23,255
-95 Reduced 1.77%
5,282 $1.15 Million
Q3 2020

Oct 22, 2020

SELL
$125.73 - $153.87 $55,698 - $68,164
-443 Reduced 7.61%
5,377 $802,000
Q2 2020

Jul 24, 2020

SELL
$104.48 - $137.72 $67,912 - $89,518
-650 Reduced 10.05%
5,820 $736,000
Q1 2020

Apr 16, 2020

BUY
$91.85 - $150.53 $156,236 - $256,051
1,701 Added 35.67%
6,470 $751,000
Q4 2019

Jan 17, 2020

BUY
$117.97 - $148.5 $3,539 - $4,455
30 Added 0.63%
4,769 $704,000
Q3 2019

Oct 09, 2019

BUY
$113.38 - $139.64 $204,084 - $251,351
1,800 Added 61.25%
4,739 $599,000
Q2 2019

Jul 15, 2019

BUY
$119.81 - $143.36 $194,691 - $232,960
1,625 Added 123.67%
2,939 $401,000
Q4 2018

Feb 14, 2019

SELL
$112.34 - $158.22 $61,787 - $87,021
-550 Reduced 29.51%
1,314 $167,000
Q3 2018

Nov 14, 2018

SELL
$132.02 - $156.38 $18,350 - $21,736
-139 Reduced 6.94%
1,864 $284,000
Q2 2018

Aug 14, 2018

SELL
$134.61 - $158.92 $20,191 - $23,837
-150 Reduced 6.97%
2,003 $272,000
Q1 2018

May 11, 2018

SELL
$144.29 - $170.89 $163,480 - $193,618
-1,133 Reduced 34.48%
2,153 $317,000
Q4 2017

Feb 20, 2018

SELL
$124.72 - $158.42 $12,472 - $15,841
-100 Reduced 2.95%
3,286 $518,000
Q3 2017

Nov 13, 2017

SELL
$112.85 - $125.23 $3,385 - $3,756
-30 Reduced 0.88%
3,386 $422,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,416
3,416 $367,000

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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