A detailed history of West Oak Capital, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, West Oak Capital, LLC holds 5,267 shares of CAT stock, worth $2 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,267
Previous 5,227 0.77%
Holding current value
$2 Million
Previous $1.74 Million 1083.23%
% of portfolio
0.38%
Previous 0.97%

Shares

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

Oct 17, 2024

BUY
$316.8 - $391.12 $12,672 - $15,644
40 Added 0.77%
5,267 $20.6 Million
Q2 2024

Jul 24, 2024

SELL
$321.47 - $379.3 $19,288 - $22,758
-60 Reduced 1.13%
5,227 $1.74 Million
Q1 2024

Apr 18, 2024

BUY
$278.63 - $366.43 $213,151 - $280,318
765 Added 16.92%
5,287 $1.94 Million
Q4 2023

Jan 17, 2024

BUY
$226.05 - $298.12 $12,432 - $16,396
55 Added 1.23%
4,522 $1.31 Million
Q3 2023

Oct 05, 2023

SELL
$240.58 - $288.65 $12,029 - $14,432
-50 Reduced 1.11%
4,467 $1.22 Million
Q2 2023

Jul 19, 2023

SELL
$205.75 - $247.67 $72,012 - $86,684
-350 Reduced 7.19%
4,517 $1.11 Million
Q1 2023

Apr 21, 2023

BUY
$215.01 - $264.54 $32,681 - $40,210
152 Added 3.22%
4,867 $1.11 Million
Q4 2022

Jan 05, 2023

BUY
$171.23 - $243.14 $85,615 - $121,570
500 Added 11.86%
4,715 $1.13 Million
Q2 2022

Jul 11, 2022

SELL
$178.67 - $235.08 $38,414 - $50,542
-215 Reduced 4.85%
4,215 $753,000
Q1 2022

Apr 20, 2022

SELL
$182.83 - $229.87 $16,454 - $20,688
-90 Reduced 1.99%
4,430 $987,000
Q4 2021

Jan 12, 2022

BUY
$188.94 - $214.25 $11,336 - $12,855
60 Added 1.35%
4,520 $934,000
Q2 2021

Jul 20, 2021

SELL
$208.86 - $244.79 $38,639 - $45,286
-185 Reduced 3.98%
4,460 $971,000
Q1 2021

Apr 13, 2021

SELL
$180.63 - $233.63 $37,029 - $47,894
-205 Reduced 4.23%
4,645 $1.08 Million
Q4 2020

Jan 08, 2021

BUY
$146.71 - $182.21 $45,480 - $56,485
310 Added 6.83%
4,850 $883,000
Q3 2020

Oct 09, 2020

SELL
$125.73 - $153.87 $3,143 - $3,846
-25 Reduced 0.55%
4,540 $677,000
Q2 2020

Jul 06, 2020

SELL
$104.48 - $137.72 $16,716 - $22,035
-160 Reduced 3.39%
4,565 $577,000
Q1 2020

Apr 07, 2020

SELL
$91.85 - $150.53 $459 - $752
-5 Reduced 0.11%
4,725 $548,000
Q4 2019

Jan 09, 2020

SELL
$117.97 - $148.5 $51,316 - $64,597
-435 Reduced 8.42%
4,730 $699,000
Q3 2019

Oct 02, 2019

BUY
$113.38 - $139.64 $24,943 - $30,720
220 Added 4.45%
5,165 $652,000
Q2 2019

Jul 12, 2019

BUY
$119.81 - $143.36 $3,594 - $4,300
30 Added 0.61%
4,945 $674,000
Q1 2019

Apr 03, 2019

BUY
$121.51 - $141.41 $37,668 - $43,837
310 Added 6.73%
4,915 $666,000
Q4 2018

Jan 08, 2019

SELL
$112.34 - $158.22 $193,786 - $272,929
-1,725 Reduced 27.25%
4,605 $585 Million
Q3 2018

Oct 04, 2018

BUY
$132.02 - $156.38 $34,985 - $41,440
265 Added 4.37%
6,330 $965 Million
Q2 2018

Jul 06, 2018

SELL
$134.61 - $158.92 $15,480 - $18,275
-115 Reduced 1.86%
6,065 $823 Million
Q1 2018

Apr 05, 2018

BUY
$144.29 - $170.89 $233,028 - $275,987
1,615 Added 35.38%
6,180 $911 Million
Q4 2017

Jan 05, 2018

SELL
$124.72 - $158.42 $75,455 - $95,844
-605 Reduced 11.7%
4,565 $719 Million
Q3 2017

Oct 10, 2017

BUY
$112.85 - $125.23 $583,434 - $647,439
5,170
5,170 $645 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 $200B
  • 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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