Financial & Tax Architects, LLC Caterpillar Inc Transaction History

Financial & Tax Architects, LLC

  • $389 Billion
  • Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 17,814 shares of CAT stock, worth $6.5 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
17,814
Previous 18,074 1.44%
Holding current value
$6.5 Million
Previous $6.02 Billion 15.73%
% of portfolio
1.79%
Previous 1.61%

Shares

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

Nov 13, 2024
SELL
$316.8 - $391.12 $82,368 - $101,691
-260 Reduced 1.44%
17,814 $6.97 Billion
Q2 2024

Aug 09, 2024
BUY
$321.47 - $379.3 $73,616 - $86,859
229 Added 1.28%
18,074 $6.02 Billion
Q1 2024

May 08, 2024
SELL
$278.63 - $366.43 $762,053 - $1 Million
-2,735 Reduced 13.29%
17,845 $6.54 Billion
Q4 2023

Jan 25, 2024
SELL
$226.05 - $298.12 $55,608 - $73,337
-246 Reduced 1.18%
20,580 $6.08 Billion
Q3 2023

Oct 19, 2023
SELL
$240.58 - $288.65 $249,962 - $299,907
-1,039 Reduced 4.75%
20,826 $5.69 Billion
Q2 2023

Jul 25, 2023
BUY
$205.75 - $247.67 $270,355 - $325,438
1,314 Added 6.39%
21,865 $5.38 Billion
Q1 2023

Apr 26, 2023
BUY
$215.01 - $264.54 $168,997 - $207,928
786 Added 3.98%
20,551 $4.7 Billion
Q4 2022

Feb 09, 2023
BUY
$171.23 - $243.14 $3.38 Million - $4.81 Million
19,765 New
19,765 $4.94 Billion
Q3 2022

Aug 25, 2023
BUY
$162.44 - $198.25 $430,628 - $525,560
2,651 Added 12.12%
24,516 $4.02 Billion
Q2 2022

Aug 25, 2023
BUY
$178.67 - $235.08 $368,596 - $484,970
2,063 Added 10.42%
21,868 $3.91 Billion
Q1 2022

Aug 25, 2023
SELL
$182.83 - $229.87 $376,629 - $473,532
-2,060 Reduced 9.42%
19,805 $4.41 Billion
Q4 2021

Aug 25, 2023
BUY
$188.94 - $214.25 $308,161 - $349,441
1,631 Added 10.16%
17,689 $3.66 Billion
Q3 2021

Aug 25, 2023
BUY
$189.84 - $221.66 $306,022 - $357,315
1,612 Added 11.16%
16,058 $3.08 Billion
Q2 2021

Aug 25, 2023
BUY
$208.86 - $244.79 $156,645 - $183,592
750 Added 5.48%
14,446 $3.14 Billion
Q1 2021

Aug 25, 2023
SELL
$180.63 - $233.63 $1.48 Million - $1.91 Million
-8,169 Reduced 37.36%
13,696 $3.18 Billion

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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
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