A detailed history of Compass Ion Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 2,989 shares of CAT stock, worth $1.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,989
Previous 2,839 5.28%
Holding current value
$1.1 Million
Previous $945,000 23.7%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Oct 18, 2024

BUY
$316.8 - $391.12 $47,520 - $58,668
150 Added 5.28%
2,989 $1.17 Million
Q1 2024

Apr 17, 2024

BUY
$278.63 - $366.43 $278 - $366
1 Added 0.04%
2,839 $1.04 Million
Q4 2023

Jan 23, 2024

SELL
$226.05 - $298.12 $25,317 - $33,389
-112 Reduced 3.8%
2,838 $839,000
Q3 2023

Nov 02, 2023

BUY
$240.58 - $288.65 $709,711 - $851,517
2,950 New
2,950 $805,000

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 $194B
  • 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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