A detailed history of Stonebridge Financial Planning Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 912 shares of CAT stock, worth $370,372. This represents 0.18% of its overall portfolio holdings.

Number of Shares
912
Previous 912 -0.0%
Holding current value
$370,372
Previous $303,000 17.49%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Aug 07, 2024

BUY
$321.47 - $379.3 $44,041 - $51,964
137 Added 17.68%
912 $303,000
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $13,931 - $18,321
-50 Reduced 6.06%
775 $283,000
Q4 2023

Feb 05, 2024

SELL
$226.05 - $298.12 $9,042 - $11,924
-40 Reduced 4.62%
825 $243,000
Q3 2023

Nov 07, 2023

BUY
$240.58 - $288.65 $9,623 - $11,546
40 Added 4.85%
865 $236,000
Q2 2023

Aug 11, 2023

BUY
$205.75 - $247.67 $169,743 - $204,327
825 New
825 $202,000

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 $214B
  • 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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