First Personal Financial Services Caterpillar Inc Transaction History

First Personal Financial Services

  • $472 Million
  • Q3 2024

A detailed history of First Personal Financial Services transactions in Caterpillar Inc stock. As of the latest transaction made, First Personal Financial Services holds 329 shares of CAT stock, worth $120,930. This represents 0.03% of its overall portfolio holdings.

Number of Shares
329
Previous 508 35.24%
Holding current value
$120,930
Previous $169,000 24.26%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 01, 2024
SELL
$316.8 - $391.12 $56,707 - $70,010
-179 Reduced 35.24%
329 $128,000
Q2 2024

Jul 29, 2024
SELL
$321.47 - $379.3 $8,036 - $9,482
-25 Reduced 4.69%
508 $169,000
Q1 2023

Apr 24, 2023
BUY
$215.01 - $264.54 $38,701 - $47,617
180 Added 50.99%
533 $121,000
Q4 2021

Feb 04, 2022
SELL
$188.94 - $214.25 $132,258 - $149,975
-700 Reduced 66.48%
353 $73,000
Q2 2021

Aug 02, 2021
SELL
$208.86 - $244.79 $22,974 - $26,926
-110 Reduced 9.46%
1,053 $229,000
Q4 2020

Feb 01, 2021
BUY
$146.71 - $182.21 $14,084 - $17,492
96 Added 9.0%
1,163 $212,000
Q3 2020

Nov 02, 2020
SELL
$125.73 - $153.87 $1,760 - $2,154
-14 Reduced 1.3%
1,067 $159,000
Q1 2020

Apr 22, 2020
SELL
$91.85 - $150.53 $2,571 - $4,214
-28 Reduced 2.52%
1,081 $125,000
Q4 2019

Jan 24, 2020
SELL
$117.97 - $148.5 $353 - $445
-3 Reduced 0.27%
1,109 $164,000
Q3 2019

Oct 15, 2019
SELL
$113.38 - $139.64 $113 - $139
-1 Reduced 0.09%
1,112 $140,000
Q2 2019

Jul 29, 2019
BUY
$119.81 - $143.36 $3,474 - $4,157
29 Added 2.68%
1,113 $152,000
Q1 2019

Apr 22, 2019
SELL
$121.51 - $141.41 $1,701 - $1,979
-14 Reduced 1.28%
1,084 $147,000
Q4 2018

Jan 30, 2019
BUY
$112.34 - $158.22 $11,458 - $16,138
102 Added 10.24%
1,098 $140,000
Q3 2018

Nov 01, 2018
BUY
$132.02 - $156.38 $8,317 - $9,851
63 Added 6.75%
996 $152,000
Q2 2018

Aug 07, 2018
SELL
$134.61 - $158.92 $82,650 - $97,576
-614 Reduced 39.69%
933 $127,000
Q1 2018

May 10, 2018
SELL
$144.29 - $170.89 $36,072 - $42,722
-250 Reduced 13.91%
1,547 $228,000
Q4 2017

Jan 25, 2018
BUY
$124.72 - $158.42 $63,607 - $80,794
510 Added 39.63%
1,797 $283,000
Q3 2017

Nov 01, 2017
BUY
$112.85 - $125.23 $145,237 - $161,171
1,287
1,287 $161,000

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 $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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