Yhb Investment Advisors, Inc. Caterpillar Inc Transaction History

Yhb Investment Advisors, Inc.

  • $1.19 Billion
  • Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 1,716 shares of CAT stock, worth $668,536. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,716
Previous 1,766 2.83%
Holding current value
$668,536
Previous $588,000 14.12%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 22, 2024
SELL
$316.8 - $391.12 $15,840 - $19,556
-50 Reduced 2.83%
1,716 $671,000
Q2 2024

Aug 01, 2024
BUY
$321.47 - $379.3 $23,145 - $27,309
72 Added 4.25%
1,766 $588,000
Q1 2024

Aug 14, 2024
SELL
$278.63 - $366.43 $20,061 - $26,382
-72 Reduced 4.08%
1,694 $620,000
Q1 2024

Apr 26, 2024
BUY
$278.63 - $366.43 $557 - $732
2 Added 0.12%
1,694 $620,000
Q4 2023

Jan 29, 2024
BUY
$226.05 - $298.12 $226 - $298
1 Added 0.06%
1,692 $500,000
Q3 2023

Oct 23, 2023
BUY
$240.58 - $288.65 $481 - $577
2 Added 0.12%
1,691 $461,000
Q2 2023

Aug 10, 2023
SELL
$205.75 - $247.67 $9,876 - $11,888
-48 Reduced 2.76%
1,689 $415,000
Q1 2023

May 08, 2023
SELL
$215.01 - $264.54 $4,085 - $5,026
-19 Reduced 1.08%
1,737 $397,000
Q4 2022

Jan 12, 2023
BUY
$171.23 - $243.14 $2,568 - $3,647
15 Added 0.86%
1,756 $0
Q3 2022

Nov 03, 2022
BUY
$162.44 - $198.25 $324 - $396
2 Added 0.12%
1,741 $286,000
Q2 2022

Jul 14, 2022
SELL
$178.67 - $235.08 $35,555 - $46,780
-199 Reduced 10.27%
1,739 $311,000
Q1 2022

Apr 14, 2022
BUY
$182.83 - $229.87 $36,931 - $46,433
202 Added 11.64%
1,938 $432,000
Q4 2021

Jan 18, 2022
BUY
$188.94 - $214.25 $22,861 - $25,924
121 Added 7.49%
1,736 $359,000
Q3 2021

Oct 28, 2021
SELL
$189.84 - $221.66 $22,401 - $26,155
-118 Reduced 6.81%
1,615 $310,000
Q2 2021

Jul 15, 2021
BUY
$208.86 - $244.79 $208 - $244
1 Added 0.06%
1,733 $377,000
Q1 2021

Apr 22, 2021
BUY
$180.63 - $233.63 $58,343 - $75,462
323 Added 22.92%
1,732 $404,000
Q4 2020

Jan 21, 2021
BUY
$146.71 - $182.21 $3,080 - $3,826
21 Added 1.51%
1,409 $256,000
Q3 2020

Nov 02, 2020
BUY
$125.73 - $153.87 $174,513 - $213,571
1,388 New
1,388 $207,000
Q4 2018

Jan 11, 2019
SELL
$112.34 - $158.22 $174,351 - $245,557
-1,552 Closed
0 $0
Q2 2018

Jul 09, 2018
SELL
$134.61 - $158.92 $11,441 - $13,508
-85 Reduced 5.19%
1,552 $211,000
Q1 2018

Apr 16, 2018
BUY
$144.29 - $170.89 $26,693 - $31,614
185 Added 12.74%
1,637 $241,000
Q4 2017

Jan 16, 2018
BUY
$124.72 - $158.42 $181,093 - $230,025
1,452
1,452 $229,000

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 $206B
  • 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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