A detailed history of Symphony Financial, Ltd. Co. transactions in Caterpillar Inc stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 6,787 shares of CAT stock, worth $2.47 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
6,787
Previous 6,329 7.24%
Holding current value
$2.47 Million
Previous $2.11 Million 25.9%
% of portfolio
0.44%
Previous 0.39%

Shares

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

Oct 21, 2024

BUY
$316.8 - $391.12 $145,094 - $179,132
458 Added 7.24%
6,787 $2.65 Million
Q2 2024

Jul 17, 2024

BUY
$321.47 - $379.3 $1.34 Million - $1.58 Million
4,159 Added 191.66%
6,329 $2.11 Million
Q1 2024

Apr 17, 2024

SELL
$278.63 - $366.43 $1 Million - $1.32 Million
-3,606 Reduced 62.43%
2,170 $795,000
Q4 2023

Jan 18, 2024

BUY
$226.05 - $298.12 $402,369 - $530,653
1,780 Added 44.54%
5,776 $1.71 Million
Q3 2023

Nov 07, 2023

BUY
$240.58 - $288.65 $203,049 - $243,620
844 Added 26.78%
3,996 $1.09 Million
Q2 2023

Jul 12, 2023

BUY
$205.75 - $247.67 $56,992 - $68,604
277 Added 9.63%
3,152 $775,000
Q1 2023

May 03, 2023

BUY
$215.01 - $264.54 $412,174 - $507,123
1,917 Added 200.1%
2,875 $657,000
Q4 2022

Jan 26, 2023

BUY
$171.23 - $243.14 $164,038 - $232,928
958 New
958 $0
Q2 2022

Jul 18, 2022

SELL
$178.67 - $235.08 $373,956 - $492,022
-2,093 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$182.83 - $229.87 $382,663 - $481,117
2,093 New
2,093 $250,000

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 $192B
  • 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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