Dynamic Advisor Solutions LLC Caterpillar Inc Transaction History

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 21,244 shares of CAT stock, worth $11.7 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
21,244
Previous 23,823 10.83%
Holding current value
$11.7 Million
Previous $11.4 Million 3.17%
% of portfolio
0.4%
Previous 0.34%

Shares

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

Jan 08, 2026
SELL
$480.82 - $585.49 $1.24 Million - $1.51 Million
-2,579 Reduced 10.83%
21,244 $11.7 Million
Q3 2025

Oct 09, 2025
BUY
$390.92 - $477.15 $51,210 - $62,506
131 Added 0.55%
23,823 $11.4 Million
Q2 2025

Jul 09, 2025
SELL
$273.94 - $388.21 $50,131 - $71,042
-183 Reduced 0.77%
23,692 $9.2 Million
Q1 2025

Apr 16, 2025
BUY
$326.75 - $407.63 $115,016 - $143,485
352 Added 1.5%
23,875 $7.87 Million
Q4 2024

Jan 21, 2025
SELL
$360.37 - $416.88 $85,407 - $98,800
-237 Reduced 1.0%
23,523 $8.53 Million
Q3 2024

Oct 07, 2024
BUY
$316.8 - $391.12 $19,324 - $23,858
61 Added 0.26%
23,760 $9.29 Million
Q2 2024

Jul 15, 2024
SELL
$321.47 - $379.3 $21,859 - $25,792
-68 Reduced 0.29%
23,699 $7.89 Million
Q1 2024

Apr 12, 2024
BUY
$278.63 - $366.43 $187,239 - $246,240
672 Added 2.91%
23,767 $8.71 Million
Q4 2023

Jan 10, 2024
BUY
$226.05 - $298.12 $4.2 Million - $5.54 Million
18,589 Added 412.54%
23,095 $6.83 Million
Q3 2023

Oct 10, 2023
BUY
$240.58 - $288.65 $176,104 - $211,291
732 Added 19.4%
4,506 $1.23 Million
Q2 2023

Aug 03, 2023
SELL
$205.75 - $247.67 $88,678 - $106,745
-431 Reduced 10.25%
3,774 $928,000
Q1 2023

Apr 10, 2023
SELL
$215.01 - $264.54 $201,679 - $248,138
-938 Reduced 18.24%
4,205 $962,000
Q4 2022

Jan 12, 2023
SELL
$171.23 - $243.14 $49,314 - $70,024
-288 Reduced 5.3%
5,143 $0
Q3 2022

Oct 20, 2022
BUY
$162.44 - $198.25 $38,335 - $46,787
236 Added 4.54%
5,431 $891,000
Q2 2022

Jul 27, 2022
SELL
$178.67 - $235.08 $8,933 - $11,754
-50 Reduced 0.95%
5,195 $929,000
Q1 2022

Apr 11, 2022
BUY
$182.83 - $229.87 $186,120 - $234,007
1,018 Added 24.08%
5,245 $1.17 Million
Q4 2021

Jan 26, 2022
BUY
$188.94 - $214.25 $24,940 - $28,281
132 Added 3.22%
4,227 $874,000
Q3 2021

Oct 28, 2021
BUY
$189.84 - $221.66 $93,591 - $109,278
493 Added 13.69%
4,095 $786,000
Q2 2021

Aug 10, 2021
BUY
$208.86 - $244.79 $79,993 - $93,754
383 Added 11.9%
3,602 $784,000
Q1 2021

Apr 27, 2021
SELL
$180.63 - $233.63 $70,626 - $91,349
-391 Reduced 10.83%
3,219 $746,000
Q4 2020

Feb 03, 2021
BUY
$146.71 - $182.21 $183,387 - $227,762
1,250 Added 52.97%
3,610 $657,000
Q3 2020

Oct 27, 2020
BUY
$125.73 - $153.87 $60,979 - $74,626
485 Added 25.87%
2,360 $352,000
Q2 2020

Aug 05, 2020
BUY
$104.48 - $137.72 $195,900 - $258,225
1,875 New
1,875 $237,000
Q1 2020

May 07, 2020
SELL
$91.85 - $150.53 $301,451 - $494,039
-3,282 Closed
0 $0
Q4 2019

Feb 04, 2020
SELL
$117.97 - $148.5 $20,880 - $26,284
-177 Reduced 5.12%
3,282 $485,000
Q3 2019

Nov 13, 2019
BUY
$113.38 - $139.64 $18,367 - $22,621
162 Added 4.91%
3,459 $437,000
Q2 2019

Aug 13, 2019
BUY
$119.81 - $143.36 $177,079 - $211,886
1,478 Added 81.25%
3,297 $449,000
Q1 2019

Apr 10, 2019
SELL
$121.51 - $141.41 $7,776 - $9,050
-64 Reduced 3.4%
1,819 $246,000
Q4 2018

Jan 29, 2019
BUY
$112.34 - $158.22 $37,633 - $53,003
335 Added 21.64%
1,883 $258,000
Q3 2018

Nov 14, 2018
SELL
$132.02 - $156.38 $20,727 - $24,551
-157 Reduced 9.21%
1,548 $236,000
Q2 2018

Aug 07, 2018
BUY
$134.61 - $158.92 $942 - $1,112
7 Added 0.41%
1,705 $232,000
Q1 2018

May 01, 2018
BUY
$144.29 - $170.89 $245,004 - $290,171
1,698 New
1,698 $251,000

Others Institutions Holding CAT

# of Institutions
3,628
Shares Held
337M
Call Options Held
7.41M
Put Options Held
7.35M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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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