A detailed history of Finivi Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Finivi Inc. holds 1,321 shares of CAT stock, worth $729,258. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,321
Previous 1,302 1.46%
Holding current value
$729,258
Previous $505 Million 24.75%
% of portfolio
0.4%
Previous 0.34%

Shares

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

Dec 19, 2025

BUY
$390.92 - $477.15 $7,427 - $9,065
19 Added 1.46%
1,321 $630 Million
Q2 2025

Dec 19, 2025

BUY
$273.94 - $388.21 $5,204 - $7,375
19 Added 1.48%
1,302 $505 Million
Q1 2025

Dec 19, 2025

BUY
$326.75 - $407.63 $43,784 - $54,622
134 Added 11.66%
1,283 $423 Million
Q4 2024

Dec 19, 2025

BUY
$360.37 - $416.88 $12,252 - $14,173
34 Added 3.05%
1,149 $417 Million
Q3 2024

Dec 19, 2025

SELL
$316.8 - $391.12 $2,534 - $3,128
-8 Reduced 0.71%
1,115 $436 Million
Q2 2024

Dec 19, 2025

BUY
$321.47 - $379.3 $5,464 - $6,448
17 Added 1.54%
1,123 $374 Million
Q1 2024

Dec 19, 2025

SELL
$278.63 - $366.43 $5,293 - $6,962
-19 Reduced 1.69%
1,106 $405 Million
Q4 2023

Dec 19, 2025

BUY
$226.05 - $298.12 $254,306 - $335,385
1,125 New
1,125 $333 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
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