A detailed history of Trinity Financial Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 1,700 shares of CAT stock, worth $638,860. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,700
Previous 1,700 -0.0%
Holding current value
$638,860
Previous $566,000 17.31%
% of portfolio
0.27%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 24, 2022

BUY
$162.44 - $198.25 $276,148 - $337,025
1,700 New
1,700 $279,000
Q2 2022

Jul 22, 2022

SELL
$178.67 - $235.08 $303,739 - $399,636
-1,700 Closed
0 $0
Q4 2020

Oct 20, 2021

BUY
$146.71 - $182.21 $249,407 - $309,757
1,700 New
1,700 $309,000

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 $198B
  • 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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