A detailed history of Sweet Financial Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 1,629 shares of CAT stock, worth $625,650. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,629
Previous 1,628 0.06%
Holding current value
$625,650
Previous $542,000 17.53%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 16, 2024

BUY
$316.8 - $391.12 $316 - $391
1 Added 0.06%
1,629 $637,000
Q2 2024

Jul 18, 2024

BUY
$321.47 - $379.3 $642 - $758
2 Added 0.12%
1,628 $542,000
Q1 2024

Apr 23, 2024

BUY
$278.63 - $366.43 $557 - $732
2 Added 0.12%
1,626 $595,000
Q4 2023

Jan 12, 2024

BUY
$226.05 - $298.12 $226 - $298
1 Added 0.06%
1,624 $480,000
Q3 2023

Oct 23, 2023

SELL
$240.58 - $288.65 $113,072 - $135,665
-470 Reduced 22.46%
1,623 $443,000
Q2 2023

Jul 24, 2023

SELL
$205.75 - $247.67 $205,750 - $247,670
-1,000 Reduced 32.33%
2,093 $514,000
Q1 2023

Apr 14, 2023

SELL
$215.01 - $264.54 $8,170 - $10,052
-38 Reduced 1.21%
3,093 $707,000
Q2 2022

Aug 03, 2022

SELL
$178.67 - $235.08 $1,965 - $2,585
-11 Reduced 0.35%
3,131 $560,000
Q1 2022

Apr 22, 2022

BUY
$182.83 - $229.87 $22,122 - $27,814
121 Added 4.01%
3,142 $700,000
Q4 2021

Feb 07, 2022

BUY
$188.94 - $214.25 $570,787 - $647,249
3,021 New
3,021 $625,000

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 $203B
  • 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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