Stokes Family Office, LLC Caterpillar Inc Transaction History

Stokes Family Office, LLC

  • $883 Million
  • Q3 2024

A detailed history of Stokes Family Office, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Stokes Family Office, LLC holds 1,715 shares of CAT stock, worth $668,146. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,715
Previous 1,845 7.05%
Holding current value
$668,146
Previous $614,000 9.12%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 12, 2024
SELL
$316.8 - $391.12 $41,184 - $50,845
-130 Reduced 7.05%
1,715 $670,000
Q2 2024

Jul 05, 2024
BUY
$321.47 - $379.3 $22,502 - $26,551
70 Added 3.94%
1,845 $614,000
Q1 2024

May 06, 2024
BUY
$278.63 - $366.43 $76,623 - $100,768
275 Added 18.33%
1,775 $650,000
Q4 2023

Feb 06, 2024
SELL
$226.05 - $298.12 $118,224 - $155,916
-523 Reduced 25.85%
1,500 $443,000
Q3 2023

Nov 13, 2023
BUY
$240.58 - $288.65 $97,675 - $117,191
406 Added 25.11%
2,023 $552,000
Q2 2023

Aug 14, 2023
BUY
$205.75 - $247.67 $11,522 - $13,869
56 Added 3.59%
1,617 $397,000
Q1 2023

May 08, 2023
SELL
$215.01 - $264.54 $13,760 - $16,930
-64 Reduced 3.94%
1,561 $357,000
Q4 2022

Feb 14, 2023
BUY
$171.23 - $243.14 $2,739 - $3,890
16 Added 0.99%
1,625 $389,000
Q3 2022

Nov 10, 2022
SELL
$162.44 - $198.25 $45,158 - $55,113
-278 Reduced 14.73%
1,609 $264,000
Q2 2022

Aug 05, 2022
BUY
$178.67 - $235.08 $25,907 - $34,086
145 Added 8.32%
1,887 $337,000
Q1 2022

May 16, 2022
SELL
$182.83 - $229.87 $31,446 - $39,537
-172 Reduced 8.99%
1,742 $388,000
Q4 2021

Feb 15, 2022
BUY
$188.94 - $214.25 $33,631 - $38,136
178 Added 10.25%
1,914 $396,000
Q3 2021

Nov 15, 2021
SELL
$189.84 - $221.66 $189 - $221
-1 Reduced 0.06%
1,736 $333,000
Q2 2021

Aug 12, 2021
BUY
$208.86 - $244.79 $17,335 - $20,317
83 Added 5.02%
1,737 $378,000
Q1 2021

May 13, 2021
SELL
$180.63 - $233.63 $83,812 - $108,404
-464 Reduced 21.91%
1,654 $384,000
Q4 2020

Feb 10, 2021
BUY
$146.71 - $182.21 $6,015 - $7,470
41 Added 1.97%
2,118 $386,000
Q3 2020

Nov 12, 2020
SELL
$125.73 - $153.87 $12,321 - $15,079
-98 Reduced 4.51%
2,077 $310,000
Q2 2020

Aug 11, 2020
SELL
$104.48 - $137.72 $268,095 - $353,389
-2,566 Reduced 54.12%
2,175 $275,000
Q1 2020

May 12, 2020
SELL
$91.85 - $150.53 $174,331 - $285,705
-1,898 Reduced 28.59%
4,741 $550,000
Q4 2019

Feb 10, 2020
BUY
$117.97 - $148.5 $783,202 - $985,891
6,639 New
6,639 $1.01 Million

Others Institutions Holding CAT

# of Institutions
3,121
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
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 $206B
  • 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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