A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 7,238 shares of CAT stock, worth $2.78 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,238
Previous 7,204 0.47%
Holding current value
$2.78 Million
Previous $2.4 Million 17.97%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Nov 06, 2024

BUY
$316.8 - $391.12 $10,771 - $13,298
34 Added 0.47%
7,238 $2.83 Million
Q2 2024

Jul 30, 2024

SELL
$321.47 - $379.3 $315,683 - $372,472
-982 Reduced 12.0%
7,204 $2.4 Million
Q1 2024

May 14, 2024

SELL
$278.63 - $366.43 $4.13 Million - $5.43 Million
-14,816 Reduced 64.41%
8,186 $3 Million
Q4 2023

Feb 08, 2024

SELL
$226.05 - $298.12 $64,876 - $85,560
-287 Reduced 1.23%
23,002 $6.8 Million
Q3 2023

Nov 08, 2023

SELL
$240.58 - $288.65 $177,066 - $212,446
-736 Reduced 3.06%
23,289 $6.36 Million
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $3.25 Million - $3.91 Million
15,794 Added 191.88%
24,025 $5.91 Million
Q1 2023

May 01, 2023

SELL
$215.01 - $264.54 $12,470 - $15,343
-58 Reduced 0.7%
8,231 $1.88 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $7,191 - $10,211
42 Added 0.51%
8,289 $1.99 Million
Q3 2022

Nov 03, 2022

BUY
$162.44 - $198.25 $34,762 - $42,425
214 Added 2.66%
8,247 $1.35 Million
Q2 2022

Aug 02, 2022

SELL
$178.67 - $235.08 $1,072 - $1,410
-6 Reduced 0.07%
8,033 $1.44 Million
Q1 2022

May 06, 2022

SELL
$182.83 - $229.87 $20,476 - $25,745
-112 Reduced 1.37%
8,039 $1.79 Million
Q4 2021

Feb 03, 2022

SELL
$188.94 - $214.25 $11,903 - $13,497
-63 Reduced 0.77%
8,151 $1.69 Million
Q3 2021

Nov 03, 2021

BUY
$189.84 - $221.66 $105,171 - $122,799
554 Added 7.23%
8,214 $1.58 Million
Q2 2021

Aug 16, 2021

BUY
$208.86 - $244.79 $72,265 - $84,697
346 Added 4.73%
7,660 $1.67 Million
Q1 2021

May 11, 2021

SELL
$180.63 - $233.63 $86,883 - $112,376
-481 Reduced 6.17%
7,314 $1.7 Million
Q4 2020

Feb 01, 2021

SELL
$146.71 - $182.21 $3.49 Million - $4.34 Million
-23,797 Reduced 75.33%
7,795 $1.42 Million
Q3 2020

Oct 30, 2020

SELL
$125.73 - $153.87 $8,046 - $9,847
-64 Reduced 0.2%
31,592 $4.71 Million
Q2 2020

Aug 07, 2020

BUY
$104.48 - $137.72 $2.17 Million - $2.86 Million
20,766 Added 190.69%
31,656 $4 Million
Q1 2020

Apr 30, 2020

SELL
$91.85 - $150.53 $2.39 Million - $3.92 Million
-26,011 Reduced 70.49%
10,890 $1.26 Million
Q4 2019

Jan 29, 2020

BUY
$117.97 - $148.5 $31,144 - $39,204
264 Added 0.72%
36,901 $5.45 Million
Q3 2019

Oct 28, 2019

BUY
$113.38 - $139.64 $169,956 - $209,320
1,499 Added 4.27%
36,637 $4.63 Million
Q2 2019

Jul 31, 2019

SELL
$119.81 - $143.36 $38,099 - $45,588
-318 Reduced 0.9%
35,138 $4.79 Million
Q1 2019

Apr 29, 2019

BUY
$121.51 - $141.41 $325,282 - $378,554
2,677 Added 8.17%
35,456 $4.8 Million
Q4 2018

Jan 28, 2019

BUY
$112.34 - $158.22 $149,075 - $209,957
1,327 Added 4.22%
32,779 $4.17 Million
Q3 2018

Nov 09, 2018

BUY
$132.02 - $156.38 $1.81 Million - $2.14 Million
13,674 Added 76.92%
31,452 $4.8 Million
Q2 2018

Jul 31, 2018

BUY
$134.61 - $158.92 $336,659 - $397,458
2,501 Added 16.37%
17,778 $2.41 Million
Q1 2018

May 03, 2018

SELL
$144.29 - $170.89 $1.41 Million - $1.66 Million
-9,739 Reduced 38.93%
15,277 $2.25 Million
Q4 2017

Feb 12, 2018

SELL
$124.72 - $158.42 $552,010 - $701,166
-4,426 Reduced 15.03%
25,016 $3.94 Million
Q3 2017

Nov 13, 2017

BUY
$112.85 - $125.23 $1.39 Million - $1.55 Million
12,344 Added 72.2%
29,442 $3.67 Million
Q2 2017

Aug 09, 2017

BUY
N/A
17,098
17,098 $1.84 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 $203B
  • 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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