A detailed history of Disciplined Equity Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 2,540 shares of CAT stock, worth $926,744. This represents 0.63% of its overall portfolio holdings.

Number of Shares
2,540
Previous 2,750 7.64%
Holding current value
$926,744
Previous $916,000 8.41%
% of portfolio
0.63%
Previous 0.6%

Shares

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

Oct 11, 2024

SELL
$316.8 - $391.12 $66,528 - $82,135
-210 Reduced 7.64%
2,540 $993,000
Q1 2024

May 03, 2024

SELL
$278.63 - $366.43 $16,717 - $21,985
-60 Reduced 2.14%
2,750 $1.01 Million
Q2 2023

Aug 14, 2023

SELL
$205.75 - $247.67 $7,818 - $9,411
-38 Reduced 1.33%
2,810 $691,000
Q1 2023

Apr 28, 2023

BUY
$215.01 - $264.54 $612,348 - $753,409
2,848 New
2,848 $651,000

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 $193B
  • 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 Disciplined Equity Management, Inc. Portfolio

Follow Disciplined Equity Management, 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 Disciplined Equity Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Equity Management, Inc. with notifications on news.