Lantz Financial LLC Caterpillar Inc Transaction History

Lantz Financial LLC

$421 Million
Q3 2025

A detailed history of Lantz Financial LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lantz Financial LLC holds 3,774 shares of CAT stock, worth $2.08 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

3,774

Previous 3,396 11.13%

Holding current value

$2.08 Million

Previous $1.32 Million 36.57%

% of portfolio

0.43%

Previous 0.35%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$390.92 - $477.15 $147,767 - $180,362	378 Added 11.13%	3,774 $1.8 Million
Q2 2025 Jul 11, 2025	SELL	$273.94 - $388.21 $201,345 - $285,334	-735 Reduced 17.79%	3,396 $1.32 Million
Q1 2025 Apr 08, 2025	BUY	$326.75 - $407.63 $3,267 - $4,076	10 Added 0.24%	4,131 $1.36 Million
Q4 2024 Jan 21, 2025	SELL	$360.37 - $416.88 $33,514 - $38,769	-93 Reduced 2.21%	4,121 $1.49 Million
Q3 2024 Oct 15, 2024	BUY	$316.8 - $391.12 $10,454 - $12,906	33 Added 0.79%	4,214 $1.65 Million

Q2 2024 Jul 10, 2024	BUY	$321.47 - $379.3 $37,290 - $43,998	116 Added 2.85%	4,181 $1.39 Million
Q1 2024 Apr 10, 2024	SELL	$278.63 - $366.43 $3,343 - $4,397	-12 Reduced 0.29%	4,065 $1.49 Million
Q4 2023 Jan 12, 2024	SELL	$226.05 - $298.12 $29,838 - $39,351	-132 Reduced 3.14%	4,077 $1.21 Million
Q3 2023 Oct 20, 2023	BUY	$240.58 - $288.65 $35,605 - $42,720	148 Added 3.64%	4,209 $1.15 Million
Q2 2023 Jul 12, 2023	BUY	$205.75 - $247.67 $10,699 - $12,878	52 Added 1.3%	4,061 $999,000
Q4 2022 Jan 23, 2023	BUY	$171.23 - $243.14 $22,259 - $31,608	130 Added 3.35%	4,009 $0
Q3 2022 Oct 17, 2022	BUY	$162.44 - $198.25 $162 - $198	1 Added 0.03%	3,879 $636,000
Q2 2022 Jul 29, 2022	SELL	$178.67 - $235.08 $53,422 - $70,288	-299 Reduced 7.16%	3,878 $693,000
Q1 2022 May 05, 2022	BUY	$182.83 - $229.87 $182 - $229	1 Added 0.02%	4,177 $931,000
Q3 2021 Oct 14, 2021	BUY	$189.84 - $221.66 $189 - $221	1 Added 0.02%	4,176 $802,000
Q2 2021 Jul 16, 2021	BUY	$208.86 - $244.79 $10,443 - $12,239	50 Added 1.21%	4,175 $909,000
Q1 2021 Apr 19, 2021	SELL	$180.63 - $233.63 $29,623 - $38,315	-164 Reduced 3.82%	4,125 $956,000
Q4 2020 Jan 19, 2021	SELL	$146.71 - $182.21 $2,053 - $2,550	-14 Reduced 0.33%	4,289 $781,000
Q3 2020 Oct 09, 2020	BUY	$125.73 - $153.87 $125 - $153	1 Added 0.02%	4,303 $642,000
Q2 2020 Jul 22, 2020	SELL	$104.48 - $137.72 $3,761 - $4,957	-36 Reduced 0.83%	4,302 $544,000
Q1 2020 Apr 10, 2020	SELL	$91.85 - $150.53 $10,011 - $16,407	-109 Reduced 2.45%	4,338 $503,000
Q4 2019 Jan 17, 2020	BUY	$117.97 - $148.5 $7,668 - $9,652	65 Added 1.48%	4,447 $657,000
Q3 2019 Oct 18, 2019	BUY	$113.38 - $139.64 $113 - $139	1 Added 0.02%	4,382 $526,000
Q2 2019 Jul 15, 2019	SELL	$119.81 - $143.36 $15,215 - $18,206	-127 Reduced 2.82%	4,381 $595,000
Q1 2019 Apr 22, 2019	BUY	$121.51 - $141.41 $547,767 - $637,476	4,508 New	4,508 $611,000

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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Lantz Financial LLC Caterpillar Inc Transaction History