Summit Financial Strategies, Inc. Caterpillar Inc Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,102 shares of CAT stock, worth $690,464. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,102
Previous 2,127 1.18%
Holding current value
$690,464
Previous $628,000 22.61%
% of portfolio
0.11%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$278.63 - $366.43 $6,965 - $9,160
-25 Reduced 1.18%
2,102 $770,000
Q4 2023

Feb 13, 2024
SELL
$226.05 - $298.12 $11,754 - $15,502
-52 Reduced 2.39%
2,127 $628,000
Q2 2023

Jul 21, 2023
BUY
$205.75 - $247.67 $411 - $495
2 Added 0.09%
2,179 $536,000
Q4 2022

Jan 20, 2023
SELL
$171.23 - $243.14 $18,321 - $26,015
-107 Reduced 4.68%
2,177 $0
Q1 2022

May 04, 2022
SELL
$182.83 - $229.87 $6,581 - $8,275
-36 Reduced 1.55%
2,284 $509,000
Q4 2021

Feb 03, 2022
SELL
$188.94 - $214.25 $205,755 - $233,318
-1,089 Reduced 31.94%
2,320 $480,000
Q3 2021

Nov 10, 2021
BUY
$189.84 - $221.66 $6,834 - $7,979
36 Added 1.07%
3,409 $654,000
Q2 2021

Aug 11, 2021
BUY
$208.86 - $244.79 $408,112 - $478,319
1,954 Added 137.7%
3,373 $734,000
Q1 2021

May 11, 2021
BUY
$180.63 - $233.63 $180 - $233
1 Added 0.07%
1,419 $329,000
Q4 2020

Feb 05, 2021
BUY
$146.71 - $182.21 $146 - $182
1 Added 0.07%
1,418 $258,000
Q3 2020

Nov 16, 2020
BUY
$125.73 - $153.87 $178,159 - $218,033
1,417 New
1,417 $211,000
Q1 2020

May 11, 2020
SELL
$91.85 - $150.53 $130,151 - $213,301
-1,417 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$117.97 - $148.5 $167,163 - $210,424
1,417 New
1,417 $209,000

Others Institutions Holding CAT

# of Institutions
2,956
Shares Held
337M
Call Options Held
10.3M
Put Options Held
10.3M
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 $173B
  • 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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