A detailed history of Accredited Investors Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Accredited Investors Inc. holds 2,345 shares of CAT stock, worth $882,189. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,345
Previous 2,839 17.4%
Holding current value
$882,189
Previous $1.04 Million 24.9%
% of portfolio
0.05%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$321.47 - $379.3 $158,806 - $187,374
-494 Reduced 17.4%
2,345 $781,000
Q1 2024

May 14, 2024

SELL
$278.63 - $366.43 $14,210 - $18,687
-51 Reduced 1.76%
2,839 $1.04 Million
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $117,546 - $155,022
520 Added 21.94%
2,890 $854,000
Q3 2023

Nov 07, 2023

BUY
$240.58 - $288.65 $38,733 - $46,472
161 Added 7.29%
2,370 $647,000
Q2 2023

Aug 03, 2023

BUY
$205.75 - $247.67 $617 - $743
3 Added 0.14%
2,209 $543,000
Q1 2023

Apr 24, 2023

SELL
$215.01 - $264.54 $26,661 - $32,802
-124 Reduced 5.32%
2,206 $504,000
Q4 2022

Feb 07, 2023

BUY
$171.23 - $243.14 $11,129 - $15,804
65 Added 2.87%
2,330 $558,000
Q3 2022

Nov 08, 2022

BUY
$162.44 - $198.25 $19,167 - $23,393
118 Added 5.5%
2,265 $372,000
Q2 2022

Jul 21, 2022

SELL
$178.67 - $235.08 $1,250 - $1,645
-7 Reduced 0.32%
2,147 $384,000
Q1 2022

May 06, 2022

BUY
$182.83 - $229.87 $50,095 - $62,984
274 Added 14.57%
2,154 $480,000
Q4 2021

Jan 31, 2022

BUY
$188.94 - $214.25 $377 - $428
2 Added 0.11%
1,880 $389,000
Q3 2021

Nov 12, 2021

BUY
$189.84 - $221.66 $101,564 - $118,588
535 Added 39.84%
1,878 $360,000
Q2 2021

Jul 30, 2021

BUY
$208.86 - $244.79 $20,050 - $23,499
96 Added 7.7%
1,343 $292,000
Q1 2021

Apr 16, 2021

SELL
$180.63 - $233.63 $119,938 - $155,130
-664 Reduced 34.75%
1,247 $289,000
Q4 2020

Feb 11, 2021

BUY
$146.71 - $182.21 $280,362 - $348,203
1,911 New
1,911 $348,000
Q1 2020

May 15, 2020

SELL
$91.85 - $150.53 $140,622 - $230,461
-1,531 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$117.97 - $148.5 $180,612 - $227,353
1,531 New
1,531 $226,000

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 $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
Track This Portfolio

Track Accredited Investors Inc. Portfolio

Follow Accredited Investors 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 Accredited Investors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Accredited Investors Inc. with notifications on news.