A detailed history of Triad Financial Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 9,298 shares of CAT stock, worth $3.7 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
9,298
Previous 9,244 0.58%
Holding current value
$3.7 Million
Previous $2.27 Million 11.61%
% of portfolio
0.95%
Previous 0.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $12,991 - $15,587
54 Added 0.58%
9,298 $2.54 Million
Q2 2023

Jul 31, 2023

SELL
$205.75 - $247.67 $411 - $495
-2 Reduced 0.02%
9,244 $2.27 Million
Q1 2023

May 05, 2023

BUY
$215.01 - $264.54 $1,075 - $1,322
5 Added 0.05%
9,246 $2.12 Million
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $1,541 - $2,188
9 Added 0.1%
9,241 $2.21 Million
Q3 2022

Nov 04, 2022

SELL
$162.44 - $198.25 $3,248 - $3,965
-20 Reduced 0.22%
9,232 $1.52 Million
Q2 2022

Aug 11, 2022

BUY
$178.67 - $235.08 $11,613 - $15,280
65 Added 0.71%
9,252 $1.65 Million
Q1 2022

May 09, 2022

SELL
$182.83 - $229.87 $108,235 - $136,083
-592 Reduced 6.05%
9,187 $2.05 Million
Q4 2021

May 09, 2022

BUY
$188.94 - $214.25 $1.85 Million - $2.1 Million
9,779 New
9,779 $2.02 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 $210B
  • 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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