A detailed history of Tilia Fiduciary Partners, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 711 shares of CAT stock, worth $261,022. This represents 0.2% of its overall portfolio holdings.

Number of Shares
711
Previous 721 1.39%
Holding current value
$261,022
Previous $240,000 15.83%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Oct 08, 2024

SELL
$316.8 - $391.12 $3,168 - $3,911
-10 Reduced 1.39%
711 $278,000
Q2 2024

Jul 11, 2024

SELL
$321.47 - $379.3 $321 - $379
-1 Reduced 0.14%
721 $240,000
Q1 2024

Apr 12, 2024

SELL
$278.63 - $366.43 $1,114 - $1,465
-4 Reduced 0.55%
722 $264,000
Q4 2023

Jan 12, 2024

SELL
$226.05 - $298.12 $7,233 - $9,539
-32 Reduced 4.22%
726 $214,000
Q3 2023

Oct 10, 2023

SELL
$240.58 - $288.65 $7,457 - $8,948
-31 Reduced 3.93%
758 $206,000
Q2 2023

Jul 13, 2023

SELL
$205.75 - $247.67 $86,826 - $104,516
-422 Reduced 34.85%
789 $194,000
Q1 2023

May 10, 2023

BUY
$215.01 - $264.54 $82,993 - $102,112
386 Added 46.79%
1,211 $277,000
Q4 2022

Feb 10, 2023

SELL
$171.23 - $243.14 $513 - $729
-3 Reduced 0.36%
825 $197,000
Q3 2022

Oct 26, 2022

SELL
$162.44 - $198.25 $7,472 - $9,119
-46 Reduced 5.26%
828 $149,000
Q2 2022

Aug 01, 2022

SELL
$178.67 - $235.08 $32,696 - $43,019
-183 Reduced 17.31%
874 $152,000
Q1 2022

Apr 18, 2022

BUY
$182.83 - $229.87 $18,465 - $23,216
101 Added 10.56%
1,057 $235,000
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $180,626 - $204,823
956 New
956 $198,000

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
Track This Portfolio

Track Tilia Fiduciary Partners, Inc. Portfolio

Follow Tilia Fiduciary Partners, 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 Tilia Fiduciary Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tilia Fiduciary Partners, Inc. with notifications on news.