Clearstead Trust, LLC Caterpillar Inc Transaction History

Clearstead Trust, LLC

$526 Million
Q3 2025

A detailed history of Clearstead Trust, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,495 shares of CAT stock, worth $825,314. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,495

Previous 1,495 -0.0%

Holding current value

$825,314

Previous $580,000 22.93%

% of portfolio

0.14%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$273.94 - $388.21 $58,075 - $82,300	-212 Reduced 12.42%	1,495 $580,000
Q1 2025 May 09, 2025	SELL	$326.75 - $407.63 $32,675 - $40,763	-100 Reduced 5.53%	1,707 $562,000
Q4 2024 Feb 10, 2025	SELL	$360.37 - $416.88 $115,678 - $133,818	-321 Reduced 15.08%	1,807 $655,000
Q3 2024 Nov 13, 2024	SELL	$316.8 - $391.12 $12,672 - $15,644	-40 Reduced 1.85%	2,128 $832,000
Q1 2024 May 10, 2024	BUY	$278.63 - $366.43 $19,504 - $25,650	70 Added 3.34%	2,168 $794,000

Q4 2023 Feb 06, 2024	BUY	$226.05 - $298.12 $22,605 - $29,812	100 Added 5.01%	2,098 $620,000
Q3 2023 Nov 13, 2023	BUY	$240.58 - $288.65 $19,246 - $23,092	80 Added 4.17%	1,998 $545,000
Q2 2023 Aug 08, 2023	SELL	$205.75 - $247.67 $983,485 - $1.18 Million	-4,780 Reduced 71.36%	1,918 $471,000
Q1 2023 May 10, 2023	SELL	$215.01 - $264.54 $92,024 - $113,223	-428 Reduced 6.01%	6,698 $1.53 Million
Q4 2022 Jan 31, 2023	BUY	$171.23 - $243.14 $73,286 - $104,063	428 Added 6.39%	7,126 $1.71 Million
Q3 2021 Nov 02, 2021	BUY	$189.84 - $221.66 $429,418 - $501,394	2,262 Added 50.99%	6,698 $1.29 Million
Q2 2021 Aug 12, 2021	SELL	$208.86 - $244.79 $472,441 - $553,714	-2,262 Reduced 33.77%	4,436 $1.46 Million
Q1 2021 Apr 30, 2021	SELL	$180.63 - $233.63 $346,448 - $448,102	-1,918 Reduced 22.26%	6,698 $1.55 Million
Q4 2020 Feb 16, 2021	BUY	$146.71 - $182.21 $281,389 - $349,478	1,918 Added 28.64%	8,616 $1.57 Million
Q1 2018 May 15, 2018	SELL	$144.29 - $170.89 $85,419 - $101,166	-592 Reduced 8.12%	6,698 $987,000
Q4 2017 Feb 14, 2018	SELL	$124.72 - $158.42 $598,656 - $760,415	-4,800 Reduced 39.7%	7,290 $1.15 Million
Q2 2017 Aug 21, 2017	BUY	N/A	12,090	12,090 $1.13 Million

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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Clearstead Trust, LLC Caterpillar Inc Transaction History