A detailed history of Ethos Financial Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ethos Financial Group, LLC holds 3,614 shares of CAT stock, worth $2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,614
Previous 2,504 44.33%
Holding current value
$2 Million
Previous $972,000 77.37%
% of portfolio
0.16%
Previous 0.1%

Shares

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

Oct 23, 2025

BUY
$390.92 - $477.15 $433,921 - $529,636
1,110 Added 44.33%
3,614 $1.72 Million
Q2 2025

Aug 06, 2025

SELL
$273.94 - $388.21 $827,846 - $1.17 Million
-3,022 Reduced 54.69%
2,504 $972,000
Q1 2025

May 13, 2025

BUY
$326.75 - $407.63 $1.39 Million - $1.74 Million
4,263 Added 337.53%
5,526 $1.82 Million
Q4 2024

Feb 06, 2025

BUY
$360.37 - $416.88 $183,428 - $212,191
509 Added 67.51%
1,263 $458,000
Q3 2024

Nov 07, 2024

BUY
$316.8 - $391.12 $8,553 - $10,560
27 Added 3.71%
754 $294,000
Q2 2024

Aug 12, 2024

SELL
$321.47 - $379.3 $2,571 - $3,034
-8 Reduced 1.09%
727 $242,000
Q1 2024

May 08, 2024

BUY
$278.63 - $366.43 $6,129 - $8,061
22 Added 3.09%
735 $269,000
Q4 2023

Feb 07, 2024

BUY
$226.05 - $298.12 $161,173 - $212,559
713 New
713 $211,000

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
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