A detailed history of Zullo Investment Group, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 1,765 shares of CAT stock, worth $677,883. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,765
Previous 1,753 0.68%
Holding current value
$677,883
Previous $583,000 18.35%
% of portfolio
0.29%
Previous 0.26%

Shares

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

Oct 15, 2024

BUY
$316.8 - $391.12 $3,801 - $4,693
12 Added 0.68%
1,765 $690,000
Q2 2024

Aug 13, 2024

SELL
$321.47 - $379.3 $46,613 - $54,998
-145 Reduced 7.64%
1,753 $583,000
Q1 2024

Apr 24, 2024

BUY
$278.63 - $366.43 $16,160 - $21,252
58 Added 3.15%
1,898 $695,000
Q4 2023

Jan 19, 2024

BUY
$226.05 - $298.12 $26,673 - $35,178
118 Added 6.85%
1,840 $544,000
Q3 2023

Oct 19, 2023

BUY
$240.58 - $288.65 $40,658 - $48,781
169 Added 10.88%
1,722 $470,000
Q2 2023

Jul 19, 2023

BUY
$205.75 - $247.67 $7,201 - $8,668
35 Added 2.31%
1,553 $382,000
Q1 2023

Apr 25, 2023

BUY
$215.01 - $264.54 $15,695 - $19,311
73 Added 5.05%
1,518 $347,000
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $2,568 - $3,647
15 Added 1.05%
1,445 $346,000
Q3 2022

Nov 08, 2022

BUY
$162.44 - $198.25 $16,244 - $19,825
100 Added 7.52%
1,430 $235,000
Q2 2022

Aug 11, 2022

SELL
$178.67 - $235.08 $18,045 - $23,743
-101 Reduced 7.06%
1,330 $238,000
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $17,003 - $21,377
93 Added 6.95%
1,431 $319,000
Q4 2021

Feb 16, 2022

BUY
$188.94 - $214.25 $252,801 - $286,666
1,338 New
1,338 $277,000

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 $203B
  • 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 Zullo Investment Group, Inc. Portfolio

Follow Zullo Investment Group, Inc. 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 Zullo Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Zullo Investment Group, Inc. with notifications on news.