Private Advisory Group LLC Caterpillar Inc Transaction History

Private Advisory Group LLC

$1.2 Billion
Q4 2025

A detailed history of Private Advisory Group LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Private Advisory Group LLC holds 601 shares of CAT stock, worth $331,782. This represents 0.03% of its overall portfolio holdings.

Number of Shares

601

Previous 627 4.15%

Holding current value

$331,782

Previous $299,000 10.7%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$480.82 - $585.49 $12,501 - $15,222	-26 Reduced 4.15%	601 $331,000
Q3 2025 Nov 10, 2025	BUY	$390.92 - $477.15 $245,106 - $299,173	627 New	627 $299,000
Q3 2021 Oct 22, 2021	SELL	$189.84 - $221.66 $531,172 - $620,204	-2,798 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$208.86 - $244.79 $401,428 - $470,486	1,922 Added 219.41%	2,798 $609,000
Q1 2021 Apr 08, 2021	BUY	$180.63 - $233.63 $158,231 - $204,659	876 New	876 $203,000

Q1 2020 Apr 24, 2020	SELL	$91.85 - $150.53 $1.32 Million - $2.17 Million	-14,396 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$117.97 - $148.5 $236,883 - $298,188	-2,008 Reduced 12.24%	14,396 $2.13 Million
Q3 2019 Oct 23, 2019	BUY	$113.38 - $139.64 $17,233 - $21,225	152 Added 0.94%	16,404 $2.07 Million
Q2 2019 Jul 25, 2019	BUY	$119.81 - $143.36 $548,490 - $656,302	4,578 Added 39.22%	16,252 $2.22 Million
Q4 2018 Feb 11, 2019	BUY	$112.34 - $158.22 $30,107 - $42,402	268 Added 2.35%	11,674 $1.48 Million
Q3 2018 Nov 07, 2018	BUY	$132.02 - $156.38 $51,619 - $61,144	391 Added 3.55%	11,406 $1.61 Million
Q2 2018 Aug 07, 2018	SELL	$134.61 - $158.92 $38,767 - $45,768	-288 Reduced 2.55%	11,015 $1.49 Million
Q1 2018 May 01, 2018	BUY	$144.29 - $170.89 $251,930 - $298,373	1,746 Added 18.27%	11,303 $1.67 Million
Q4 2017 Jan 30, 2018	SELL	$124.72 - $158.42 $37,665 - $47,842	-302 Reduced 3.06%	9,557 $1.51 Million
Q3 2017 Nov 08, 2017	BUY	$112.85 - $125.23 $207,531 - $230,297	1,839 Added 22.93%	9,859 $1.23 Million
Q2 2017 Aug 15, 2017	BUY	N/A	8,020	8,020 $862,000

Others Institutions Holding CAT

# of Institutions

3,674

Shares Held

337M

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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Private Advisory Group LLC Caterpillar Inc Transaction History