A detailed history of Sterling Financial Planning, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 841 shares of CAT stock, worth $334,289. This represents 0.12% of its overall portfolio holdings.

Number of Shares
841
Previous 841 -0.0%
Holding current value
$334,289
Previous $280,000 17.14%
% of portfolio
0.12%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

SELL
$226.05 - $298.12 $24,639 - $32,495
-109 Reduced 11.47%
841 $248,000
Q4 2022

Feb 06, 2023

BUY
$171.23 - $243.14 $162,668 - $230,983
950 New
950 $227,000
Q2 2022

Jul 27, 2022

SELL
$178.67 - $235.08 $169,736 - $223,326
-950 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$182.83 - $229.87 $173,688 - $218,376
950 New
950 $212,000
Q4 2021

Feb 02, 2022

SELL
$188.94 - $214.25 $179,493 - $203,537
-950 Closed
0 $0
Q3 2021

Oct 28, 2021

SELL
$189.84 - $221.66 $13,668 - $15,959
-72 Reduced 7.05%
950 $182,000
Q1 2021

Apr 28, 2021

SELL
$180.63 - $233.63 $37,029 - $47,894
-205 Reduced 16.71%
1,022 $237,000
Q4 2020

Feb 10, 2021

BUY
$146.71 - $182.21 $180,013 - $223,571
1,227 New
1,227 $223,000

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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