A detailed history of Denali Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Denali Advisors LLC holds 1,619 shares of CAT stock, worth $893,768. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,619
Previous 2,769 41.53%
Holding current value
$893,768
Previous $1.07 Million 28.12%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Nov 07, 2025

SELL
$390.92 - $477.15 $449,558 - $548,722
-1,150 Reduced 41.53%
1,619 $772,000
Q2 2025

Jul 30, 2025

SELL
$273.94 - $388.21 $18,080 - $25,621
-66 Reduced 2.33%
2,769 $1.07 Million
Q1 2025

May 05, 2025

SELL
$326.75 - $407.63 $5,554 - $6,929
-17 Reduced 0.6%
2,835 $934,000
Q4 2024

Feb 04, 2025

SELL
$360.37 - $416.88 $21,982 - $25,429
-61 Reduced 2.09%
2,852 $1.03 Million
Q3 2024

Nov 13, 2024

BUY
$316.8 - $391.12 $922,838 - $1.14 Million
2,913 New
2,913 $1.14 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 Denali Advisors LLC Portfolio

Follow Denali 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 Denali Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Denali Advisors LLC with notifications on news.