A detailed history of Souders Financial Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Souders Financial Advisors holds 3,905 shares of CAT stock, worth $1.5 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,905
Previous 3,657 6.78%
Holding current value
$1.5 Million
Previous $1.22 Million 25.37%
% of portfolio
0.22%
Previous 0.19%

Shares

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

Nov 05, 2024

BUY
$316.8 - $391.12 $78,566 - $96,997
248 Added 6.78%
3,905 $1.53 Million
Q2 2024

Aug 28, 2024

BUY
$321.47 - $379.3 $9,322 - $10,999
29 Added 0.8%
3,657 $1.22 Million
Q1 2024

May 08, 2024

BUY
$278.63 - $366.43 $27,584 - $36,276
99 Added 2.81%
3,628 $1.33 Million
Q4 2023

Jan 24, 2024

BUY
$226.05 - $298.12 $797,730 - $1.05 Million
3,529 New
3,529 $1.04 Million
Q1 2022

May 04, 2022

SELL
$182.83 - $229.87 $699,507 - $879,482
-3,826 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$188.94 - $214.25 $85,211 - $96,626
451 Added 13.36%
3,826 $791,000
Q3 2021

Nov 03, 2021

BUY
$189.84 - $221.66 $640,710 - $748,102
3,375 New
3,375 $648,000
Q1 2021

May 13, 2021

SELL
$180.63 - $233.63 $624,979 - $808,359
-3,460 Closed
0 $0
Q4 2020

Feb 09, 2021

SELL
$146.71 - $182.21 $1,467 - $1,822
-10 Reduced 0.29%
3,460 $630,000
Q3 2020

Nov 12, 2020

SELL
$125.73 - $153.87 $7,418 - $9,078
-59 Reduced 1.67%
3,470 $598,000
Q2 2020

Aug 11, 2020

BUY
$104.48 - $137.72 $368,709 - $486,013
3,529 New
3,529 $446,000

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 $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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