United Capital Financial Advisers, LLC Caterpillar Inc Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 52,169 shares of CAT stock, worth $19.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
52,169
Previous 53,091 1.74%
Holding current value
$19.1 Million
Previous $17.7 Million 15.38%
% of portfolio
0.1%
Previous 0.15%

Shares

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

Nov 12, 2024
SELL
$316.8 - $391.12 $292,089 - $360,612
-922 Reduced 1.74%
52,169 $20.4 Million
Q2 2024

Aug 14, 2024
SELL
$321.47 - $379.3 $1.62 Million - $1.91 Million
-5,026 Reduced 8.65%
53,091 $17.7 Million
Q1 2024

May 15, 2024
SELL
$278.63 - $366.43 $3.39 Million - $4.46 Million
-12,172 Reduced 17.32%
58,117 $21.3 Million
Q4 2023

Feb 14, 2024
SELL
$226.05 - $298.12 $18.5 Million - $24.3 Million
-81,626 Reduced 53.73%
70,289 $20.8 Million
Q3 2023

Nov 14, 2023
SELL
$240.58 - $288.65 $2.16 Million - $2.59 Million
-8,964 Reduced 5.57%
151,915 $41.5 Million
Q2 2023

Aug 14, 2023
SELL
$205.75 - $247.67 $325,496 - $391,813
-1,582 Reduced 0.97%
160,879 $39.6 Million
Q1 2023

Aug 14, 2023
BUY
$215.01 - $264.54 $249,841 - $307,395
1,162 Added 0.72%
162,041 $37.1 Million
Q1 2023

May 15, 2023
SELL
$215.01 - $264.54 $1.85 Million - $2.27 Million
-8,599 Reduced 5.03%
162,461 $37.2 Million
Q4 2022

Feb 14, 2023
BUY
$171.23 - $243.14 $500,847 - $711,184
2,925 Added 1.74%
171,060 $41 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $20,467 - $24,979
126 Added 0.07%
168,135 $27.6 Million
Q2 2022

Aug 11, 2022
BUY
$178.67 - $235.08 $519,215 - $683,142
2,906 Added 1.76%
168,009 $30 Million
Q1 2022

May 16, 2022
BUY
$182.83 - $229.87 $924,388 - $1.16 Million
5,056 Added 3.16%
165,103 $36.8 Million
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $156,442 - $177,399
828 Added 0.52%
160,047 $33.1 Million
Q3 2021

Nov 15, 2021
BUY
$189.84 - $221.66 $762,397 - $890,186
4,016 Added 2.59%
159,219 $30.6 Million
Q2 2021

Aug 13, 2021
SELL
$208.86 - $244.79 $308,486 - $361,554
-1,477 Reduced 0.94%
155,203 $33.8 Million
Q1 2021

May 14, 2021
SELL
$180.63 - $233.63 $173,585 - $224,518
-961 Reduced 0.61%
156,680 $36.3 Million
Q4 2020

Feb 17, 2021
SELL
$146.71 - $182.21 $312,198 - $387,742
-2,128 Reduced 1.33%
157,641 $28.7 Million
Q3 2020

Nov 13, 2020
BUY
$125.73 - $153.87 $10.6 Million - $13 Million
84,693 Added 112.81%
159,769 $23.8 Million
Q2 2020

Aug 13, 2020
SELL
$104.48 - $137.72 $506,623 - $667,804
-4,849 Reduced 6.07%
75,076 $9.5 Million
Q1 2020

May 15, 2020
SELL
$91.85 - $150.53 $424,347 - $695,448
-4,620 Reduced 5.46%
79,925 $9.28 Million
Q4 2019

Feb 14, 2020
BUY
$117.97 - $148.5 $779,899 - $981,733
6,611 Added 8.48%
84,545 $12.5 Million
Q3 2019

Nov 14, 2019
SELL
$113.38 - $139.64 $16.8 Million - $20.7 Million
-148,187 Reduced 65.53%
77,934 $9.84 Million
Q2 2019

Aug 13, 2019
SELL
$119.81 - $143.36 $13.9 Million - $16.7 Million
-116,233 Reduced 33.95%
226,121 $30.8 Million
Q1 2019

May 14, 2019
BUY
$121.51 - $141.41 $33.7 Million - $39.3 Million
277,692 Added 429.45%
342,354 $46.4 Million
Q4 2018

Feb 14, 2019
BUY
$112.34 - $158.22 $2.73 Million - $3.85 Million
24,309 Added 60.24%
64,662 $8.22 Million
Q3 2018

Nov 14, 2018
SELL
$132.02 - $156.38 $117,761 - $139,490
-892 Reduced 2.16%
40,353 $6.15 Million
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $126,129 - $148,908
937 Added 2.32%
41,245 $5.6 Million
Q1 2018

May 15, 2018
SELL
$144.29 - $170.89 $16.7 Million - $19.8 Million
-115,811 Reduced 74.18%
40,308 $5.94 Million
Q4 2017

Feb 13, 2018
BUY
$124.72 - $158.42 $18,708 - $23,762
150 Added 0.1%
156,119 $24.7 Million
Q3 2017

Nov 14, 2017
SELL
$112.85 - $125.23 $76,286 - $84,655
-676 Reduced 0.43%
155,969 $19.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
156,645
156,645 $16.8 Million

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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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