A detailed history of One Ascent Investment Solutions LLC transactions in Caterpillar Inc stock. As of the latest transaction made, One Ascent Investment Solutions LLC holds 856 shares of CAT stock, worth $472,554. This represents 0.47% of its overall portfolio holdings.

Number of Shares
856
Previous 793 7.94%
Holding current value
$472,554
Previous $308,000 32.47%
% of portfolio
0.47%
Previous 0.33%

Shares

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

Nov 03, 2025

BUY
$390.92 - $477.15 $24,627 - $30,060
63 Added 7.94%
856 $408,000
Q2 2025

Aug 12, 2025

SELL
$273.94 - $388.21 $78,072 - $110,639
-285 Reduced 26.44%
793 $308,000
Q1 2025

May 13, 2025

BUY
$326.75 - $407.63 $352,236 - $439,425
1,078 New
1,078 $356,000

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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