A detailed history of Financial Partners Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Financial Partners Group, LLC holds 26,455 shares of CAT stock, worth $10.3 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares
26,455
Previous 26,329 0.48%
Holding current value
$10.3 Million
Previous $8.77 Billion 17.98%
% of portfolio
3.88%
Previous 3.4%

Shares

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

Oct 23, 2024

BUY
$316.8 - $391.12 $39,916 - $49,281
126 Added 0.48%
26,455 $10.3 Billion
Q2 2024

Jul 15, 2024

SELL
$321.47 - $379.3 $136,624 - $161,202
-425 Reduced 1.59%
26,329 $8.77 Billion
Q1 2024

Apr 17, 2024

SELL
$278.63 - $366.43 $147,673 - $194,207
-530 Reduced 1.94%
26,754 $9.8 Billion
Q4 2023

Feb 12, 2024

BUY
$226.05 - $298.12 $516,524 - $681,204
2,285 Added 9.14%
27,284 $8.07 Billion
Q3 2023

Nov 13, 2023

SELL
$240.58 - $288.65 $488,858 - $586,536
-2,032 Reduced 7.52%
24,999 $6.82 Billion
Q2 2023

Aug 10, 2023

BUY
$205.75 - $247.67 $164,600 - $198,136
800 Added 3.05%
27,031 $6.65 Billion
Q1 2023

May 12, 2023

SELL
$215.01 - $264.54 $13,975 - $17,195
-65 Reduced 0.25%
26,231 $6 Billion
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $4.5 Million - $6.39 Million
26,296 New
26,296 $6.3 Billion

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 $205B
  • 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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