A detailed history of Sowell Financial Services LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sowell Financial Services LLC holds 13,424 shares of CAT stock, worth $5.34 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,424
Previous 13,450 0.19%
Holding current value
$5.34 Million
Previous $4.48 Million 17.19%
% of portfolio
0.25%
Previous 0.22%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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