Sowell Financial Services LLC Caterpillar Inc Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sowell Financial Services LLC holds 12,424 shares of CAT stock, worth $4.52 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,424
Previous 13,424 7.45%
Holding current value
$4.52 Million
Previous $5.25 Million 14.17%
% of portfolio
0.24%
Previous 0.25%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$360.37 - $416.88 $360,370 - $416,880
-1,000 Reduced 7.45%
12,424 $4.51 Million
Q3 2024

Oct 04, 2024
SELL
$316.8 - $391.12 $8,236 - $10,169
-26 Reduced 0.19%
13,424 $5.25 Million
Q2 2024

Aug 13, 2024
SELL
$321.47 - $379.3 $191,917 - $226,442
-597 Reduced 4.25%
13,450 $4.48 Million
Q1 2024

May 03, 2024
BUY
$278.63 - $366.43 $145,723 - $191,642
523 Added 3.87%
14,047 $5.15 Million
Q4 2023

Jan 24, 2024
BUY
$226.05 - $298.12 $47,018 - $62,008
208 Added 1.56%
13,524 $4 Million
Q3 2023

Nov 08, 2023
BUY
$240.58 - $288.65 $90,698 - $108,821
377 Added 2.91%
13,316 $3.64 Million
Q2 2023

Aug 14, 2023
BUY
$205.75 - $247.67 $763,949 - $919,598
3,713 Added 40.24%
12,939 $3.18 Million
Q1 2023

May 12, 2023
SELL
$215.01 - $264.54 $1.14 Million - $1.4 Million
-5,287 Reduced 36.43%
9,226 $2.11 Million
Q4 2022

Feb 09, 2023
BUY
$171.23 - $243.14 $2.49 Million - $3.53 Million
14,513 New
14,513 $3.48 Million
Q2 2022

Aug 15, 2022
BUY
$178.67 - $235.08 $2.1 Million - $2.76 Million
11,748 New
11,748 $2.1 Million
Q4 2021

Feb 09, 2022
SELL
$188.94 - $214.25 $2.06 Million - $2.34 Million
-10,905 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$189.84 - $221.66 $2.07 Million - $2.42 Million
10,905 New
10,905 $2.09 Million
Q2 2021

Aug 05, 2021
SELL
$208.86 - $244.79 $3.21 Million - $3.76 Million
-15,349 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$180.63 - $233.63 $50,395 - $65,182
279 Added 1.85%
15,349 $3.64 Million
Q4 2020

Jan 13, 2021
SELL
$146.71 - $182.21 $181,626 - $225,575
-1,238 Reduced 7.59%
15,070 $2.74 Million
Q3 2020

Nov 12, 2020
SELL
$125.73 - $153.87 $60,350 - $73,857
-480 Reduced 2.86%
16,308 $2.43 Million
Q2 2020

Aug 13, 2020
SELL
$104.48 - $137.72 $123,181 - $162,371
-1,179 Reduced 6.56%
16,788 $2.12 Million
Q1 2020

May 12, 2020
BUY
$91.85 - $150.53 $31,963 - $52,384
348 Added 1.98%
17,967 $2.09 Million
Q4 2019

Feb 07, 2020
SELL
$117.97 - $148.5 $587,608 - $739,678
-4,981 Reduced 22.04%
17,619 $2.6 Million
Q3 2019

Nov 14, 2019
BUY
$113.38 - $139.64 $1.27 Million - $1.57 Million
11,229 Added 98.75%
22,600 $2.86 Million
Q1 2019

May 15, 2019
SELL
$121.51 - $141.41 $278,622 - $324,253
-2,293 Reduced 16.78%
11,371 $0
Q4 2018

Mar 05, 2019
BUY
$112.34 - $158.22 $79,536 - $112,019
708 Added 5.46%
13,664 $1.74 Million
Q3 2018

Nov 13, 2018
BUY
$132.02 - $156.38 $62,049 - $73,498
470 Added 3.76%
12,956 $1.98 Million
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $572,900 - $676,363
4,256 Added 51.71%
12,486 $1.69 Million
Q1 2018

May 10, 2018
SELL
$144.29 - $170.89 $662,579 - $784,726
-4,592 Reduced 35.81%
8,230 $1.18 Million
Q4 2017

Jan 29, 2018
SELL
$124.72 - $158.42 $283,239 - $359,771
-2,271 Reduced 15.05%
12,822 $2.17 Million
Q3 2017

Nov 07, 2017
BUY
$112.85 - $125.23 $1.7 Million - $1.89 Million
15,093
15,093 $2.06 Million

Others Institutions Holding CAT

# of Institutions
3,167
Shares Held
336M
Call Options Held
6.56M
Put Options Held
7.55M
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 $192B
  • 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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