A detailed history of Zhang Financial LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Zhang Financial LLC holds 8,422 shares of CAT stock, worth $3.35 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,422
Previous 8,195 2.77%
Holding current value
$3.35 Million
Previous $2.73 Million 20.7%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Oct 15, 2024

BUY
$316.8 - $391.12 $71,913 - $88,784
227 Added 2.77%
8,422 $3.29 Million
Q2 2024

Jul 19, 2024

BUY
$321.47 - $379.3 $56,578 - $66,756
176 Added 2.19%
8,195 $2.73 Million
Q1 2024

Apr 24, 2024

BUY
$278.63 - $366.43 $397,326 - $522,529
1,426 Added 21.63%
8,019 $2.94 Million
Q4 2023

Jan 31, 2024

BUY
$226.05 - $298.12 $103,078 - $135,942
456 Added 7.43%
6,593 $1.95 Million
Q3 2023

Oct 11, 2023

BUY
$240.58 - $288.65 $96,713 - $116,037
402 Added 7.01%
6,137 $1.68 Million
Q2 2023

Jul 18, 2023

BUY
$205.75 - $247.67 $169,332 - $203,832
823 Added 16.75%
5,735 $1.41 Million
Q1 2023

May 10, 2023

BUY
$215.01 - $264.54 $58,267 - $71,690
271 Added 5.84%
4,912 $1.12 Million
Q4 2022

May 17, 2023

SELL
$171.23 - $243.14 $46,403 - $65,890
-271 Reduced 5.52%
4,641 $1.11 Million
Q4 2022

Jan 17, 2023

BUY
$171.23 - $243.14 $239,208 - $339,666
1,397 Added 43.06%
4,641 $1.11 Million
Q3 2022

Oct 18, 2022

SELL
$162.44 - $198.25 $1,624 - $1,982
-10 Reduced 0.31%
3,244 $532,000
Q2 2022

Jul 14, 2022

BUY
$178.67 - $235.08 $107,916 - $141,988
604 Added 22.79%
3,254 $582,000
Q1 2022

Apr 21, 2022

BUY
$182.83 - $229.87 $24,499 - $30,802
134 Added 5.33%
2,650 $590,000
Q4 2021

Feb 10, 2022

BUY
$188.94 - $214.25 $40,433 - $45,849
214 Added 9.3%
2,516 $520,000
Q3 2021

Oct 20, 2021

BUY
$189.84 - $221.66 $23,160 - $27,042
122 Added 5.6%
2,302 $442,000
Q2 2021

Jul 26, 2021

SELL
$208.86 - $244.79 $58,689 - $68,785
-281 Reduced 11.42%
2,180 $474,000
Q4 2020

Jan 20, 2021

BUY
$146.71 - $182.21 $42,692 - $53,023
291 Added 13.41%
2,461 $448,000
Q2 2020

Jul 23, 2020

SELL
$104.48 - $137.72 $20,896 - $27,544
-200 Reduced 8.44%
2,170 $275,000
Q2 2019

Jul 24, 2019

SELL
$119.81 - $143.36 $32,348 - $38,707
-270 Reduced 10.23%
2,370 $323,000
Q4 2018

May 16, 2019

BUY
$112.34 - $158.22 $50,777 - $71,515
452 Added 20.66%
2,640 $335,000
Q1 2018

May 24, 2019

SELL
$144.29 - $170.89 $30,445 - $36,057
-211 Reduced 8.8%
2,188 $315,000
Q3 2017

May 24, 2019

SELL
$112.85 - $125.23 $22,570 - $25,046
-200 Reduced 7.7%
2,399 $304,000
Q2 2017

May 23, 2019

BUY
N/A
200 Added 8.34%
2,599 $280,000
Q1 2017

May 23, 2019

SELL
N/A
-683 Reduced 22.16%
2,399 $398,000
Q4 2016

May 28, 2019

SELL
N/A
-2,199 Reduced 41.64%
3,082 $291,000
Q3 2016

May 28, 2019

BUY
N/A
300 Added 6.02%
5,281 $469,000
Q1 2016

May 28, 2019

BUY
N/A
1,200 Added 31.74%
4,981 $381,000
Q4 2015

May 28, 2019

SELL
N/A
-627 Reduced 14.22%
3,781 $257,000
Q3 2015

May 24, 2019

BUY
N/A
627 Added 16.58%
4,408 $288,000
Q4 2014

May 31, 2019

SELL
N/A
-9,815 Reduced 72.19%
3,781 $346,000
Q3 2014

May 31, 2019

BUY
N/A
13,596
13,596 $1.35 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 $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
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