Annex Advisory Services, LLC Caterpillar Inc Transaction History

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025

A detailed history of Annex Advisory Services, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Annex Advisory Services, LLC holds 1,121 shares of CAT stock, worth $618,848. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,121
Previous 1,142 1.84%
Holding current value
$618,848
Previous $443,000 20.54%
% of portfolio
0.02%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$390.92 - $477.15 $8,209 - $10,020
-21 Reduced 1.84%
1,121 $534,000
Q2 2025

Jul 11, 2025
SELL
$273.94 - $388.21 $45,747 - $64,831
-167 Reduced 12.76%
1,142 $443,000
Q1 2025

Apr 10, 2025
BUY
$326.75 - $407.63 $103,253 - $128,811
316 Added 31.82%
1,309 $431,000
Q4 2024

Jan 16, 2025
BUY
$360.37 - $416.88 $6,847 - $7,920
19 Added 1.95%
993 $360,000
Q3 2024

Oct 10, 2024
BUY
$316.8 - $391.12 $950 - $1,173
3 Added 0.31%
974 $380,000
Q2 2024

Jul 12, 2024
SELL
$321.47 - $379.3 $19,609 - $23,137
-61 Reduced 5.91%
971 $323,000
Q1 2024

Apr 12, 2024
SELL
$278.63 - $366.43 $24,519 - $32,245
-88 Reduced 7.86%
1,032 $378,000
Q4 2023

Feb 13, 2024
BUY
$226.05 - $298.12 $253,176 - $333,894
1,120 New
1,120 $331,000
Q4 2022

Jan 27, 2023
SELL
$171.23 - $243.14 $52,053 - $73,914
-304 Reduced 18.3%
1,357 $325,000
Q3 2022

Oct 24, 2022
SELL
$162.44 - $198.25 $6,335 - $7,731
-39 Reduced 2.29%
1,661 $273,000
Q2 2022

Jul 27, 2022
BUY
$178.67 - $235.08 $6,968 - $9,168
39 Added 2.35%
1,700 $304,000
Q1 2022

Apr 13, 2022
BUY
$182.83 - $229.87 $182 - $229
1 Added 0.06%
1,661 $370,000
Q4 2021

Jan 31, 2022
BUY
$188.94 - $214.25 $70,474 - $79,915
373 Added 28.98%
1,660 $343,000
Q3 2021

Oct 18, 2021
SELL
$189.84 - $221.66 $112,954 - $131,887
-595 Reduced 31.62%
1,287 $247,000
Q2 2021

Jul 29, 2021
BUY
$208.86 - $244.79 $123,853 - $145,160
593 Added 46.0%
1,882 $409,000
Q1 2021

Apr 22, 2021
SELL
$180.63 - $233.63 $13,547 - $17,522
-75 Reduced 5.5%
1,289 $300,000
Q4 2020

Jan 28, 2021
BUY
$146.71 - $182.21 $200,112 - $248,534
1,364 New
1,364 $248,000
Q1 2020

Apr 22, 2020
SELL
$91.85 - $150.53 $125,191 - $205,172
-1,363 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$117.97 - $148.5 $2.77 Million - $3.49 Million
-23,469 Reduced 94.51%
1,363 $202,000
Q4 2019

Feb 10, 2020
BUY
$117.97 - $148.5 $2.93 Million - $3.69 Million
24,832 New
24,832 $338,000

Others Institutions Holding CAT

# of Institutions
3,628
Shares Held
337M
Call Options Held
7.41M
Put Options Held
7.35M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $291B
  • 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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