A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 749 shares of CAT stock, worth $413,485. This represents 0.07% of its overall portfolio holdings.

Number of Shares
749
Previous 841 10.94%
Holding current value
$413,485
Previous $327 Million 9.5%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Nov 03, 2025

SELL
$390.92 - $477.15 $35,964 - $43,897
-92 Reduced 10.94%
749 $358 Million
Q2 2025

Aug 11, 2025

BUY
$273.94 - $388.21 $30,133 - $42,703
110 Added 15.05%
841 $327 Million
Q1 2025

May 09, 2025

SELL
$326.75 - $407.63 $4,901 - $6,114
-15 Reduced 2.01%
731 $241 Million
Q4 2024

Feb 12, 2025

BUY
$360.37 - $416.88 $6,126 - $7,086
17 Added 2.33%
746 $271 Million
Q3 2024

Nov 14, 2024

SELL
$316.8 - $391.12 $84,902 - $104,820
-268 Reduced 26.88%
729 $285 Million
Q2 2024

Aug 12, 2024

SELL
$321.47 - $379.3 $9,644 - $11,379
-30 Reduced 2.92%
997 $332 Million
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $86,375 - $113,593
310 Added 43.24%
1,027 $376 Million
Q4 2023

Feb 09, 2024

BUY
$226.05 - $298.12 $2,034 - $2,683
9 Added 1.27%
717 $212 Million
Q3 2023

Nov 08, 2023

BUY
$240.58 - $288.65 $170,330 - $204,364
708 New
708 $193 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 $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
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, LLC 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 Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.