A detailed history of Zega Financial, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Zega Financial, LLC holds 2,317 shares of CAT stock, worth $761,088. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,317
Previous 3,902 40.62%
Holding current value
$761,088
Previous $1.15 Billion 26.4%
% of portfolio
0.29%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$278.63 - $366.43 $441,628 - $580,791
-1,585 Reduced 40.62%
2,317 $849 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $882,047 - $1.16 Million
3,902 New
3,902 $1.15 Billion

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 $173B
  • 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 Zega Financial, LLC Portfolio

Follow Zega Financial, LLC 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 Zega Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zega Financial, LLC with notifications on news.