A detailed history of Sovereign Financial Group, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 1,824 shares of CAT stock, worth $724,292. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,824
Previous 1,810 0.77%
Holding current value
$724,292
Previous $663,000 8.45%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Jul 15, 2024

BUY
$321.47 - $379.3 $4,500 - $5,310
14 Added 0.77%
1,824 $607,000
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $16,717 - $21,985
60 Added 3.43%
1,810 $663,000
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $21,248 - $28,023
94 Added 5.68%
1,750 $517,000
Q3 2023

Nov 03, 2023

SELL
$240.58 - $288.65 $43,063 - $51,668
-179 Reduced 9.75%
1,656 $452,000
Q2 2023

Jul 31, 2023

BUY
$205.75 - $247.67 $18,723 - $22,537
91 Added 5.22%
1,835 $451,000
Q1 2023

May 04, 2023

BUY
$215.01 - $264.54 $1,075 - $1,322
5 Added 0.29%
1,744 $399,000
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $16,438 - $23,341
96 Added 5.84%
1,739 $416,000
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $2,436 - $2,973
15 Added 0.92%
1,643 $270,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $2,680 - $3,526
15 Added 0.93%
1,628 $291,000
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $44,610 - $56,088
244 Added 17.82%
1,613 $359,000
Q4 2021

Feb 15, 2022

BUY
$188.94 - $214.25 $258,658 - $293,308
1,369 New
1,369 $283,000

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 $210B
  • 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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