A detailed history of Landmark Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 1,267 shares of CAT stock, worth $465,141. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,267
Previous 1,327 4.52%
Holding current value
$465,141
Previous $362,000 3.31%
% of portfolio
0.14%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$226.05 - $298.12 $13,563 - $17,887
-60 Reduced 4.52%
1,267 $374,000
Q3 2023

Oct 13, 2023

SELL
$240.58 - $288.65 $75,782 - $90,924
-315 Reduced 19.18%
1,327 $362,000
Q2 2023

Jul 18, 2023

SELL
$205.75 - $247.67 $47,528 - $57,211
-231 Reduced 12.33%
1,642 $404,000
Q1 2023

Apr 13, 2023

SELL
$215.01 - $264.54 $25,801 - $31,744
-120 Reduced 6.02%
1,873 $428,000
Q4 2022

Jan 23, 2023

SELL
$171.23 - $243.14 $8,561 - $12,157
-50 Reduced 2.45%
1,993 $0
Q3 2022

Nov 10, 2022

BUY
$162.44 - $198.25 $27,939 - $34,099
172 Added 9.19%
2,043 $335,000
Q2 2022

Aug 03, 2022

BUY
$178.67 - $235.08 $12,506 - $16,455
70 Added 3.89%
1,871 $334,000
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $16,820 - $21,148
92 Added 5.38%
1,801 $390,000
Q4 2021

Jan 26, 2022

BUY
$188.94 - $214.25 $64,617 - $73,273
342 Added 25.02%
1,709 $353,000
Q3 2021

Nov 12, 2021

BUY
$189.84 - $221.66 $3,606 - $4,211
19 Added 1.41%
1,367 $317,000
Q2 2021

Aug 12, 2021

SELL
$208.86 - $244.79 $3,968 - $4,651
-19 Reduced 1.39%
1,348 $293,000
Q1 2021

May 11, 2021

BUY
$180.63 - $233.63 $12,102 - $15,653
67 Added 5.15%
1,367 $317,000
Q4 2020

Feb 08, 2021

BUY
$146.71 - $182.21 $190,723 - $236,873
1,300 New
1,300 $252,000

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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