Univest Financial Corp Caterpillar Inc Transaction History

Univest Financial Corp

  • $1.51 Billion
  • Q3 2024

A detailed history of Univest Financial Corp transactions in Caterpillar Inc stock. As of the latest transaction made, Univest Financial Corp holds 4,535 shares of CAT stock, worth $1.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,535
Previous 1,005 351.24%
Holding current value
$1.8 Million
Previous $334,000 430.84%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 14, 2024
BUY
$316.8 - $391.12 $1.12 Million - $1.38 Million
3,530 Added 351.24%
4,535 $1.77 Million
Q2 2024

Aug 05, 2024
SELL
$321.47 - $379.3 $642 - $758
-2 Reduced 0.2%
1,005 $334,000
Q1 2024

May 08, 2024
SELL
$278.63 - $366.43 $5,851 - $7,695
-21 Reduced 2.04%
1,007 $368,000
Q3 2023

Nov 07, 2023
SELL
$240.58 - $288.65 $50,521 - $60,616
-210 Reduced 16.96%
1,028 $280,000
Q2 2023

Aug 07, 2023
SELL
$205.75 - $247.67 $617 - $743
-3 Reduced 0.24%
1,238 $304,000
Q1 2023

May 08, 2023
BUY
$215.01 - $264.54 $44,507 - $54,759
207 Added 20.02%
1,241 $283,000
Q4 2022

Feb 09, 2023
BUY
$171.23 - $243.14 $177,051 - $251,406
1,034 New
1,034 $247,000
Q1 2020

May 05, 2020
SELL
$91.85 - $150.53 $419,938 - $688,223
-4,572 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$117.97 - $148.5 $217,536 - $273,834
1,844 Added 67.6%
4,572 $424,000
Q3 2019

Nov 06, 2019
SELL
$113.38 - $139.64 $82,313 - $101,378
-726 Reduced 21.02%
2,728 $345,000
Q2 2019

Jul 12, 2019
SELL
$119.81 - $143.36 $7,308 - $8,744
-61 Reduced 1.74%
3,454 $471,000
Q1 2019

Apr 09, 2019
BUY
$121.51 - $141.41 $40,948 - $47,655
337 Added 10.6%
3,515 $476,000
Q4 2018

Jan 28, 2019
SELL
$112.34 - $158.22 $7,976 - $11,233
-71 Reduced 2.19%
3,178 $404,000
Q3 2018

Oct 10, 2018
SELL
$132.02 - $156.38 $17,822 - $21,111
-135 Reduced 3.99%
3,249 $495,000
Q2 2018

Jul 17, 2018
SELL
$134.61 - $158.92 $80,362 - $94,875
-597 Reduced 15.0%
3,384 $459,000
Q1 2018

Apr 19, 2018
SELL
$144.29 - $170.89 $86,574 - $102,533
-600 Reduced 13.1%
3,981 $587,000
Q4 2017

Jan 22, 2018
SELL
$124.72 - $158.42 $3,616 - $4,594
-29 Reduced 0.63%
4,581 $722,000
Q3 2017

Oct 13, 2017
BUY
$112.85 - $125.23 $520,238 - $577,310
4,610
4,610 $575,000

Others Institutions Holding CAT

# of Institutions
3,121
Shares Held
336M
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 $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
Track This Portfolio

Track Univest Financial Corp Portfolio

Follow Univest Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Univest Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Univest Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email