Valley National Advisers Inc Caterpillar Inc Transaction History

Valley National Advisers Inc

  • $554 Million
  • Q3 2024

A detailed history of Valley National Advisers Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Valley National Advisers Inc holds 6,585 shares of CAT stock, worth $2.42 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
6,585
Previous 1,471 347.65%
Holding current value
$2.42 Million
Previous $489,000 426.38%
% of portfolio
0.46%
Previous 0.07%

Shares

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

Oct 24, 2024
BUY
$316.8 - $391.12 $1.62 Million - $2 Million
5,114 Added 347.65%
6,585 $2.57 Million
Q2 2024

Jul 18, 2024
SELL
$321.47 - $379.3 $8,036 - $9,482
-25 Reduced 1.67%
1,471 $489,000
Q1 2024

Apr 19, 2024
BUY
$278.63 - $366.43 $15,324 - $20,153
55 Added 3.82%
1,496 $548,000
Q4 2023

Jan 25, 2024
BUY
$226.05 - $298.12 $13,789 - $18,185
61 Added 4.42%
1,441 $426,000
Q3 2023

Nov 13, 2023
BUY
$240.58 - $288.65 $18,765 - $22,514
78 Added 5.99%
1,380 $377,000
Q2 2023

Jul 31, 2023
BUY
$205.75 - $247.67 $2,057 - $2,476
10 Added 0.77%
1,302 $321,000
Q3 2022

Nov 08, 2022
SELL
$162.44 - $198.25 $14,132 - $17,247
-87 Reduced 6.31%
1,292 $237,000
Q4 2021

Feb 11, 2022
SELL
$188.94 - $214.25 $61,027 - $69,202
-323 Reduced 18.98%
1,379 $285,000
Q4 2020

Feb 11, 2021
SELL
$146.71 - $182.21 $121,769 - $151,234
-830 Reduced 32.78%
1,702 $310,000
Q3 2020

Nov 13, 2020
SELL
$125.73 - $153.87 $6,286 - $7,693
-50 Reduced 1.94%
2,532 $377,000
Q2 2020

Aug 10, 2020
SELL
$104.48 - $137.72 $22,567 - $29,747
-216 Reduced 7.72%
2,582 $327,000
Q1 2020

May 13, 2020
BUY
$91.85 - $150.53 $1,102 - $1,806
12 Added 0.43%
2,798 $325,000
Q4 2019

Feb 13, 2020
BUY
$117.97 - $148.5 $6,488 - $8,167
55 Added 2.01%
2,786 $411,000
Q3 2019

Nov 12, 2019
BUY
$113.38 - $139.64 $13,378 - $16,477
118 Added 4.52%
2,731 $345,000
Q2 2019

Aug 08, 2019
SELL
$119.81 - $143.36 $42,532 - $50,892
-355 Reduced 11.96%
2,613 $356,000
Q1 2019

Apr 26, 2019
BUY
$121.51 - $141.41 $121 - $141
1 Added 0.03%
2,968 $402,000
Q4 2018

Feb 25, 2019
BUY
$112.34 - $158.22 $21,456 - $30,220
191 Added 6.88%
2,967 $377,000
Q3 2018

Nov 08, 2018
BUY
$132.02 - $156.38 $52,675 - $62,395
399 Added 16.79%
2,776 $423,000
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $16,826 - $19,865
125 Added 5.55%
2,377 $322,000
Q1 2018

Apr 19, 2018
BUY
$144.29 - $170.89 $73,876 - $87,495
512 Added 29.43%
2,252 $332,000
Q3 2017

Nov 14, 2017
BUY
$112.85 - $125.23 $196,359 - $217,900
1,740
1,740 $217,000

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 $194B
  • 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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