Soltis Investment Advisors LLC Caterpillar Inc Transaction History

Soltis Investment Advisors LLC

  • $941 Million
  • Q2 2024

A detailed history of Soltis Investment Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 1,513 shares of CAT stock, worth $591,340. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,513
Previous 1,311 15.41%
Holding current value
$591,340
Previous $480,000 4.79%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 12, 2024
BUY
$321.47 - $379.3 $64,936 - $76,618
202 Added 15.41%
1,513 $503,000
Q1 2024

Apr 29, 2024
SELL
$278.63 - $366.43 $61,019 - $80,248
-219 Reduced 14.31%
1,311 $480,000
Q4 2023

Jan 26, 2024
BUY
$226.05 - $298.12 $48,374 - $63,797
214 Added 16.26%
1,530 $452,000
Q3 2023

Nov 08, 2023
SELL
$240.58 - $288.65 $215,559 - $258,630
-896 Reduced 40.51%
1,316 $359,000
Q2 2023

Aug 08, 2023
SELL
$205.75 - $247.67 $823 - $990
-4 Reduced 0.18%
2,212 $544,000
Q4 2022

Feb 09, 2023
BUY
$171.23 - $243.14 $64,553 - $91,663
377 Added 20.5%
2,216 $530,000
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $46,132 - $56,303
284 Added 18.26%
1,839 $302,000
Q2 2022

Aug 11, 2022
BUY
$178.67 - $235.08 $4,466 - $5,877
25 Added 1.63%
1,555 $278,000
Q1 2022

May 06, 2022
SELL
$182.83 - $229.87 $44,062 - $55,398
-241 Reduced 13.61%
1,530 $341,000
Q4 2021

Feb 09, 2022
BUY
$188.94 - $214.25 $4,156 - $4,713
22 Added 1.26%
1,771 $366,000
Q3 2021

Nov 09, 2021
BUY
$189.84 - $221.66 $5,695 - $6,649
30 Added 1.75%
1,749 $336,000
Q2 2021

Aug 04, 2021
BUY
$208.86 - $244.79 $359,030 - $420,794
1,719 New
1,719 $374,000

Others Institutions Holding CAT

# of Institutions
2,972
Shares Held
340M
Call Options Held
8.28M
Put Options Held
8.72M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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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