A detailed history of Vertex Planning Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,557 shares of CAT stock, worth $571,605. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,557
Previous 1,556 0.06%
Holding current value
$571,605
Previous $518 Million 17.49%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Nov 07, 2024

BUY
$316.8 - $391.12 $316 - $391
1 Added 0.06%
1,557 $609 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $3,536 - $4,172
11 Added 0.71%
1,556 $518 Million
Q1 2024

May 13, 2024

SELL
$278.63 - $366.43 $5,572 - $7,328
-20 Reduced 1.28%
1,545 $566 Million
Q4 2023

Feb 14, 2024

SELL
$226.05 - $298.12 $16,275 - $21,464
-72 Reduced 4.4%
1,565 $463 Million
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $1,684 - $2,020
7 Added 0.43%
1,637 $447 Million
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $335,372 - $403,702
1,630 New
1,630 $401 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 $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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