A detailed history of Aventura Private Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 1,033 shares of CAT stock, worth $570,267. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,033
Holding current value
$570,267
% of portfolio
0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$480.82 - $585.49 $496,687 - $604,811
1,033 New
1,033 $592 Million
Q3 2025

Jan 07, 2026

BUY
$390.92 - $477.15 $25,800 - $31,491
66 Added 6.9%
1,023 $488 Million
Q2 2025

Jan 07, 2026

BUY
$273.94 - $388.21 $9,861 - $13,975
36 Added 3.91%
957 $372 Million
Q1 2025

Jan 07, 2026

SELL
$326.75 - $407.63 $36,596 - $45,654
-112 Reduced 10.84%
921 $304 Million
Q4 2024

Jan 07, 2026

SELL
$360.37 - $416.88 $43,244 - $50,025
-120 Reduced 11.62%
913 $331 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
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