A detailed history of Trek Financial, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Trek Financial, LLC holds 2,349 shares of CAT stock, worth $859,827. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,349
Previous 2,112 11.22%
Holding current value
$859,827
Previous $703,000 30.58%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $75,081 - $92,695
237 Added 11.22%
2,349 $918,000
Q2 2024

Aug 12, 2024

BUY
$321.47 - $379.3 $78,438 - $92,549
244 Added 13.06%
2,112 $703,000
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $520,480 - $684,491
1,868 New
1,868 $684,000
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $2.79 Million - $3.35 Million
11,597 New
11,597 $3.17 Million

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 $193B
  • 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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