A detailed history of Mps Loria Financial Planners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 760 shares of CAT stock, worth $285,912. This represents 0.09% of its overall portfolio holdings.

Number of Shares
760
Previous 1,428 46.78%
Holding current value
$285,912
Previous $475,000 37.47%
% of portfolio
0.09%
Previous 0.15%

Shares

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

Oct 21, 2024

SELL
$316.8 - $391.12 $211,622 - $261,268
-668 Reduced 46.78%
760 $297,000
Q2 2024

Jul 10, 2024

BUY
$321.47 - $379.3 $642 - $758
2 Added 0.14%
1,428 $475,000
Q1 2024

Apr 17, 2024

SELL
$278.63 - $366.43 $470,606 - $618,900
-1,689 Reduced 54.22%
1,426 $522,000
Q4 2023

Feb 07, 2024

SELL
$226.05 - $298.12 $77,309 - $101,957
-342 Reduced 9.89%
3,115 $921,000
Q3 2023

Oct 20, 2023

BUY
$240.58 - $288.65 $168,646 - $202,343
701 Added 25.44%
3,457 $943,000
Q2 2023

Jul 21, 2023

SELL
$205.75 - $247.67 $20,575 - $24,767
-100 Reduced 3.5%
2,756 $678,000
Q1 2023

Apr 11, 2023

BUY
$215.01 - $264.54 $645 - $793
3 Added 0.11%
2,856 $653,000
Q4 2022

Jan 23, 2023

BUY
$171.23 - $243.14 $513 - $729
3 Added 0.11%
2,853 $0
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $5,685 - $6,938
35 Added 1.24%
2,850 $468,000
Q2 2022

Jul 19, 2022

BUY
$178.67 - $235.08 $536 - $705
3 Added 0.11%
2,815 $503,000
Q1 2022

May 10, 2022

BUY
$182.83 - $229.87 $731 - $919
4 Added 0.14%
2,812 $626,000
Q4 2021

Feb 07, 2022

SELL
$188.94 - $214.25 $37,032 - $41,993
-196 Reduced 6.52%
2,808 $580,000
Q3 2021

Oct 29, 2021

BUY
$189.84 - $221.66 $18,604 - $21,722
98 Added 3.37%
3,004 $576,000
Q2 2021

Jul 20, 2021

BUY
$208.86 - $244.79 $2,297 - $2,692
11 Added 0.38%
2,906 $633,000
Q1 2021

May 03, 2021

BUY
$180.63 - $233.63 $361 - $467
2 Added 0.07%
2,895 $671,000
Q4 2020

Feb 02, 2021

BUY
$146.71 - $182.21 $7,628 - $9,474
52 Added 1.83%
2,893 $527,000
Q3 2020

Oct 13, 2020

BUY
$125.73 - $153.87 $628 - $769
5 Added 0.18%
2,841 $424,000
Q2 2020

Aug 13, 2020

BUY
$104.48 - $137.72 $626 - $826
6 Added 0.21%
2,836 $359,000
Q1 2020

May 05, 2020

BUY
$91.85 - $150.53 $259,935 - $425,999
2,830 New
2,830 $328,000
Q1 2020

May 01, 2020

SELL
$91.85 - $150.53 $259,568 - $425,397
-2,826 Closed
0 $0
Q4 2019

Feb 07, 2020

BUY
$117.97 - $148.5 $589 - $742
5 Added 0.18%
2,826 $417,000
Q3 2019

Nov 12, 2019

BUY
$113.38 - $139.64 $680 - $837
6 Added 0.21%
2,821 $356,000
Q2 2019

Jul 31, 2019

BUY
$119.81 - $143.36 $479 - $573
4 Added 0.14%
2,815 $383,000
Q1 2019

Apr 25, 2019

BUY
$121.51 - $141.41 $607 - $707
5 Added 0.18%
2,811 $381,000
Q4 2018

Jan 10, 2019

BUY
$112.34 - $158.22 $449 - $632
4 Added 0.14%
2,806 $356,000
Q3 2018

Nov 08, 2018

BUY
$132.02 - $156.38 $528 - $625
4 Added 0.14%
2,802 $427,000
Q2 2018

Aug 02, 2018

BUY
$134.61 - $158.92 $538 - $635
4 Added 0.14%
2,798 $380,000
Q1 2018

Apr 20, 2018

BUY
$144.29 - $170.89 $432 - $512
3 Added 0.11%
2,794 $412,000
Q4 2017

Jan 24, 2018

BUY
$124.72 - $158.42 $498 - $633
4 Added 0.14%
2,791 $440,000
Q3 2017

Oct 24, 2017

BUY
$112.85 - $125.23 $451 - $500
4 Added 0.14%
2,787 $348,000
Q2 2017

Sep 18, 2017

BUY
N/A
2,783
2,783 $316,000

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 $199B
  • 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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