Callan Family Office, LLC Caterpillar Inc Transaction History

Callan Family Office, LLC

$3.14 Trillion
Q3 2025

A detailed history of Callan Family Office, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Callan Family Office, LLC holds 15,220 shares of CAT stock, worth $8.4 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

15,220

Previous 17,335 12.2%

Holding current value

$8.4 Million

Previous $6.73 Billion 7.91%

% of portfolio

0.23%

Previous 0.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$390.92 - $477.15 $826,795 - $1.01 Million	-2,115 Reduced 12.2%	15,220 $7.26 Billion
Q2 2025 Jul 24, 2025	BUY	$273.94 - $388.21 $3.5 Million - $4.96 Million	12,765 Added 279.32%	17,335 $6.73 Billion
Q1 2025 May 12, 2025	SELL	$326.75 - $407.63 $2.68 Million - $3.34 Million	-8,187 Reduced 64.18%	4,570 $1.51 Billion
Q4 2024 Feb 06, 2025	BUY	$360.37 - $416.88 $3.82 Million - $4.42 Million	10,613 Added 495.01%	12,757 $4.63 Billion
Q3 2024 Oct 07, 2024	BUY	$316.8 - $391.12 $26,294 - $32,462	83 Added 4.03%	2,144 $839 Million

Q2 2024 Jul 25, 2024	BUY	$321.47 - $379.3 $382,870 - $451,746	1,191 Added 136.9%	2,061 $687 Million
Q1 2024 May 08, 2024	SELL	$278.63 - $366.43 $223,461 - $293,876	-802 Reduced 47.97%	870 $319 Million
Q4 2023 Feb 13, 2024	BUY	$226.05 - $298.12 $27,578 - $36,370	122 Added 7.87%	1,672 $494 Million
Q3 2023 Nov 14, 2023	SELL	$240.58 - $288.65 $34,884 - $41,854	-145 Reduced 8.55%	1,550 $423 Million
Q2 2023 Aug 14, 2023	SELL	$205.75 - $247.67 $6,172 - $7,430	-30 Reduced 1.74%	1,695 $417 Million
Q1 2023 May 12, 2023	SELL	$215.01 - $264.54 $3.02 Million - $3.71 Million	-14,027 Reduced 89.05%	1,725 $395 Million
Q4 2022 Feb 23, 2023	BUY	$171.23 - $243.14 $2.7 Million - $3.83 Million	15,752 New	15,752 $3.78 Billion

Others Institutions Holding CAT

# of Institutions

3,618

Shares Held

338M

Call Options Held

7.41M

Put Options Held

7.35M

View Full List

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...

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Callan Family Office, LLC Caterpillar Inc Transaction History