A detailed history of Northern Financial Advisors Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Northern Financial Advisors Inc holds 5,186 shares of CAT stock, worth $1.89 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
5,186
Previous 5,198 0.23%
Holding current value
$1.89 Million
Previous $1.73 Billion 17.15%
% of portfolio
1.54%
Previous 1.39%

Shares

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

Oct 29, 2024

SELL
$316.8 - $391.12 $3,801 - $4,693
-12 Reduced 0.23%
5,186 $2.03 Billion
Q2 2024

Aug 02, 2024

BUY
$321.47 - $379.3 $25,396 - $29,964
79 Added 1.54%
5,198 $1.73 Billion
Q1 2024

Apr 29, 2024

SELL
$278.63 - $366.43 $21,454 - $28,215
-77 Reduced 1.48%
5,119 $1.88 Billion
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $72,109 - $95,100
319 Added 6.54%
5,196 $1.54 Billion
Q3 2023

Nov 14, 2023

SELL
$240.58 - $288.65 $11,788 - $14,143
-49 Reduced 0.99%
4,877 $1.33 Billion
Q2 2023

Jul 21, 2023

BUY
$205.75 - $247.67 $120,981 - $145,629
588 Added 13.55%
4,926 $1.21 Billion
Q1 2023

Apr 26, 2023

SELL
$215.01 - $264.54 $140,831 - $173,273
-655 Reduced 13.12%
4,338 $993 Million
Q4 2022

Jan 27, 2023

BUY
$171.23 - $243.14 $854,951 - $1.21 Million
4,993 New
4,993 $1.09 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 $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
Track This Portfolio

Track Northern Financial Advisors Inc Portfolio

Follow Northern Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Financial Advisors Inc with notifications on news.