A detailed history of Strategic Capital Advisers, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Strategic Capital Advisers, Inc. holds 13,230 shares of CAT stock, worth $4.98 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
13,230
Previous 11,581 14.24%
Holding current value
$4.98 Million
Previous $2.58 Million 8.33%
% of portfolio
1.95%
Previous 1.97%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 18, 2022

BUY
$178.67 - $235.08 $294,626 - $387,646
1,649 Added 14.24%
13,230 $2.37 Million
Q1 2022

May 05, 2022

SELL
$182.83 - $229.87 $112,440 - $141,370
-615 Reduced 5.04%
11,581 $2.58 Million
Q4 2021

Jan 19, 2022

BUY
$188.94 - $214.25 $55,170 - $62,561
292 Added 2.45%
12,196 $2.52 Million
Q3 2021

Oct 29, 2021

BUY
$189.84 - $221.66 $300,137 - $350,444
1,581 Added 15.32%
11,904 $2.29 Million
Q2 2021

Jul 30, 2021

SELL
$208.86 - $244.79 $105,056 - $123,129
-503 Reduced 4.65%
10,323 $2.25 Million
Q1 2021

Apr 28, 2021

SELL
$180.63 - $233.63 $263,539 - $340,866
-1,459 Reduced 11.88%
10,826 $2.51 Million
Q4 2020

Jan 27, 2021

SELL
$146.71 - $182.21 $8,949 - $11,114
-61 Reduced 0.49%
12,285 $2.24 Million
Q3 2020

Nov 10, 2020

BUY
$125.73 - $153.87 $8,423 - $10,309
67 Added 0.55%
12,346 $1.84 Million
Q2 2020

Aug 06, 2020

SELL
$104.48 - $137.72 $93,718 - $123,534
-897 Reduced 6.81%
12,279 $1.55 Million
Q1 2020

May 12, 2020

SELL
$91.85 - $150.53 $183 - $301
-2 Reduced 0.02%
13,176 $1.53 Million
Q4 2019

Jan 27, 2020

SELL
$117.97 - $148.5 $19,111 - $24,057
-162 Reduced 1.21%
13,178 $1.95 Million
Q3 2019

Nov 05, 2019

BUY
$113.38 - $139.64 $173,698 - $213,928
1,532 Added 12.97%
13,340 $1.69 Million
Q2 2019

Jul 30, 2019

SELL
$119.81 - $143.36 $107,709 - $128,880
-899 Reduced 7.07%
11,808 $1.61 Million
Q1 2019

May 08, 2019

BUY
$121.51 - $141.41 $32,686 - $38,039
269 Added 2.16%
12,707 $1.72 Million
Q4 2018

Feb 14, 2019

SELL
$112.34 - $158.22 $536,198 - $755,184
-4,773 Reduced 27.73%
12,438 $1.58 Million
Q3 2018

Oct 29, 2018

BUY
$132.02 - $156.38 $132 - $156
1 Added 0.01%
17,211 $2.63 Million
Q2 2018

Aug 10, 2018

BUY
$134.61 - $158.92 $659,723 - $778,866
4,901 Added 39.82%
17,210 $2.38 Million
Q4 2017

Feb 14, 2018

BUY
$124.72 - $158.42 $1.54 Million - $1.95 Million
12,309
12,309 $1.94 Million

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
Track This Portfolio

Track Strategic Capital Advisers, Inc. Portfolio

Follow Strategic Capital Advisers, 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 Strategic Capital Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Capital Advisers, Inc. with notifications on news.