A detailed history of Beaumont Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,737 shares of CAT stock, worth $654,015. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,737
Previous 1,733 0.23%
Holding current value
$654,015
Previous $577,000 17.68%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 09, 2024

BUY
$316.8 - $391.12 $1,267 - $1,564
4 Added 0.23%
1,737 $679,000
Q2 2024

Jul 24, 2024

BUY
$321.47 - $379.3 $35,040 - $41,343
109 Added 6.71%
1,733 $577,000
Q1 2024

May 10, 2024

BUY
$278.63 - $366.43 $1,671 - $2,198
6 Added 0.37%
1,624 $595,000
Q4 2023

Jan 31, 2024

BUY
$226.05 - $298.12 $53,573 - $70,654
237 Added 17.16%
1,618 $478,000
Q3 2023

Nov 01, 2023

SELL
$240.58 - $288.65 $27,907 - $33,483
-116 Reduced 7.75%
1,381 $377,000
Q2 2023

Aug 02, 2023

BUY
$205.75 - $247.67 $7,612 - $9,163
37 Added 2.53%
1,497 $368,000
Q1 2023

May 08, 2023

BUY
$215.01 - $264.54 $28,166 - $34,654
131 Added 9.86%
1,460 $334,000
Q4 2022

Jan 25, 2023

BUY
$171.23 - $243.14 $227,564 - $323,133
1,329 New
1,329 $0

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 $199B
  • 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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