A detailed history of Sound Financial Strategies Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 2,060 shares of CAT stock, worth $757,194. This represents 0.71% of its overall portfolio holdings.

Number of Shares
2,060
Previous 2,002 2.9%
Holding current value
$757,194
Previous $666,000 20.87%
% of portfolio
0.71%
Previous 0.64%

Shares

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

Nov 12, 2024

BUY
$316.8 - $391.12 $18,374 - $22,684
58 Added 2.9%
2,060 $805,000
Q2 2024

Aug 12, 2024

SELL
$321.47 - $379.3 $77,152 - $91,032
-240 Reduced 10.7%
2,002 $666,000
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $25,355 - $33,345
-91 Reduced 3.9%
2,242 $821,000
Q4 2023

Feb 02, 2024

SELL
$226.05 - $298.12 $347,438 - $458,210
-1,537 Reduced 39.72%
2,333 $689,000
Q3 2023

Nov 06, 2023

SELL
$240.58 - $288.65 $83,962 - $100,738
-349 Reduced 8.27%
3,870 $1.06 Million
Q2 2023

Aug 07, 2023

SELL
$205.75 - $247.67 $90,530 - $108,974
-440 Reduced 9.44%
4,219 $1.04 Million
Q1 2023

May 02, 2023

SELL
$215.01 - $264.54 $31,821 - $39,151
-148 Reduced 3.08%
4,659 $1.07 Million
Q4 2022

Jan 30, 2023

BUY
$171.23 - $243.14 $823,102 - $1.17 Million
4,807 New
4,807 $1.15 Million
Q1 2022

May 05, 2022

SELL
$182.83 - $229.87 $512,106 - $643,865
-2,801 Closed
0 $0
Q4 2021

Feb 03, 2022

SELL
$188.94 - $214.25 $8,313 - $9,427
-44 Reduced 1.55%
2,801 $579,000
Q3 2021

Nov 03, 2021

BUY
$189.84 - $221.66 $2,467 - $2,881
13 Added 0.46%
2,845 $546,000
Q2 2021

Jul 30, 2021

BUY
$208.86 - $244.79 $45,531 - $53,364
218 Added 8.34%
2,832 $616,000
Q1 2021

May 07, 2021

SELL
$180.63 - $233.63 $203,750 - $263,534
-1,128 Reduced 30.14%
2,614 $606,000
Q4 2020

Jan 22, 2021

BUY
$146.71 - $182.21 $548,988 - $681,829
3,742 New
3,742 $681,000

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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