Clear Creek Financial Management, LLC Caterpillar Inc Transaction History

Clear Creek Financial Management, LLC

$1.09 Billion
Q4 2025

A detailed history of Clear Creek Financial Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 1,688 shares of CAT stock, worth $931,860. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,688

Previous 1,510 11.79%

Holding current value

$931,860

Previous $720,000 29.31%

% of portfolio

0.09%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$480.82 - $585.49 $85,585 - $104,217	178 Added 11.79%	1,688 $931,000
Q3 2025 Nov 07, 2025	BUY	$390.92 - $477.15 $107,112 - $130,739	274 Added 22.17%	1,510 $720,000
Q2 2025 Jul 23, 2025	SELL	$273.94 - $388.21 $9,040 - $12,810	-33 Reduced 2.6%	1,236 $479,000
Q1 2025 Apr 25, 2025	BUY	$326.75 - $407.63 $42,477 - $52,991	130 Added 11.41%	1,269 $418,000
Q4 2024 Jan 23, 2025	SELL	$360.37 - $416.88 $36,037 - $41,688	-100 Reduced 8.07%	1,139 $413,000

Q3 2024 Oct 29, 2024	SELL	$316.8 - $391.12 $633 - $782	-2 Reduced 0.16%	1,239 $484,000
Q2 2024 Jul 25, 2024	BUY	$321.47 - $379.3 $26,039 - $30,723	81 Added 6.98%	1,241 $413,000
Q1 2024 Apr 26, 2024	BUY	$278.63 - $366.43 $129,841 - $170,756	466 Added 67.15%	1,160 $425,000
Q4 2023 Jan 23, 2024	SELL	$226.05 - $298.12 $58,546 - $77,213	-259 Reduced 27.18%	694 $205,000
Q3 2023 Oct 23, 2023	SELL	$240.58 - $288.65 $443,388 - $531,981	-1,843 Reduced 65.92%	953 $260,000
Q2 2023 Jul 14, 2023	SELL	$205.75 - $247.67 $89,707 - $107,984	-436 Reduced 13.49%	2,796 $687,000
Q1 2023 Apr 20, 2023	BUY	$215.01 - $264.54 $215 - $264	1 Added 0.03%	3,232 $739,000
Q4 2022 Jan 23, 2023	BUY	$171.23 - $243.14 $9,760 - $13,858	57 Added 1.8%	3,231 $0
Q3 2022 Oct 24, 2022	BUY	$162.44 - $198.25 $16,406 - $20,023	101 Added 3.29%	3,174 $521,000
Q2 2022 Jul 27, 2022	BUY	$178.67 - $235.08 $44,131 - $58,064	247 Added 8.74%	3,073 $549,000
Q1 2022 May 02, 2022	BUY	$182.83 - $229.87 $134,197 - $168,724	734 Added 35.09%	2,826 $630,000
Q4 2021 Jan 21, 2022	BUY	$188.94 - $214.25 $395,262 - $448,211	2,092 New	2,092 $433,000
Q3 2021 Oct 14, 2021	SELL	$189.84 - $221.66 $225,529 - $263,332	-1,188 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$208.86 - $244.79 $248,125 - $290,810	1,188 New	1,188 $259,000
Q1 2021 Apr 23, 2021	SELL	$180.63 - $233.63 $225,426 - $291,570	-1,248 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$146.71 - $182.21 $183,094 - $227,398	1,248 New	1,248 $227,000
Q3 2020 Nov 10, 2020	SELL	$125.73 - $153.87 $371,280 - $454,378	-2,953 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$104.48 - $137.72 $5,746 - $7,574	55 Added 1.9%	2,953 $373,000
Q1 2020 Apr 23, 2020	BUY	$91.85 - $150.53 $266,181 - $436,235	2,898 New	2,898 $332,000

Others Institutions Holding CAT

# of Institutions

3,697

Shares Held

337M

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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Clear Creek Financial Management, LLC Caterpillar Inc Transaction History