A detailed history of Canopy Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Canopy Partners, LLC holds 2,296 shares of CAT stock, worth $864,489. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,296
Previous 2,231 2.91%
Holding current value
$864,489
Previous $818 Million 6.45%
% of portfolio
0.36%
Previous 0.4%

Shares

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

Aug 09, 2024

BUY
$321.47 - $379.3 $20,895 - $24,654
65 Added 2.91%
2,296 $765 Million
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $39,844 - $52,399
143 Added 6.85%
2,231 $818 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $471,992 - $622,474
2,088 New
2,088 $617 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 $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 Canopy Partners, LLC Portfolio

Follow Canopy Partners, 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 Canopy Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canopy Partners, LLC with notifications on news.