Stiles Financial Services Inc Caterpillar Inc Transaction History

Stiles Financial Services Inc

$304 Million
Q3 2025

A detailed history of Stiles Financial Services Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Stiles Financial Services Inc holds 3,379 shares of CAT stock, worth $1.87 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

3,379

Previous 3,217 5.04%

Holding current value

$1.87 Million

Previous $1.25 Million 29.17%

% of portfolio

0.53%

Previous 0.44%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$390.92 - $477.15 $63,329 - $77,298	162 Added 5.04%	3,379 $1.61 Million
Q2 2025 Jul 24, 2025	BUY	$273.94 - $388.21 $33,146 - $46,973	121 Added 3.91%	3,217 $1.25 Million
Q1 2025 Apr 22, 2025	BUY	$326.75 - $407.63 $70,578 - $88,048	216 Added 7.5%	3,096 $1.02 Million
Q4 2024 Jan 28, 2025	BUY	$360.37 - $416.88 $51,893 - $60,030	144 Added 5.26%	2,880 $1.04 Million
Q3 2024 Oct 31, 2024	BUY	$316.8 - $391.12 $35,481 - $43,805	112 Added 4.27%	2,736 $1.07 Million

Q2 2024 Aug 01, 2024	BUY	$321.47 - $379.3 $964 - $1,137	3 Added 0.11%	2,624 $874,000
Q1 2024 Apr 30, 2024	SELL	$278.63 - $366.43 $12,259 - $16,122	-44 Reduced 1.65%	2,621 $960,000
Q4 2023 Jan 26, 2024	SELL	$226.05 - $298.12 $23,961 - $31,600	-106 Reduced 3.83%	2,665 $787,000
Q3 2023 Nov 08, 2023	SELL	$240.58 - $288.65 $37,771 - $45,318	-157 Reduced 5.36%	2,771 $756,000
Q2 2023 Jul 21, 2023	SELL	$205.75 - $247.67 $14,608 - $17,584	-71 Reduced 2.37%	2,928 $720,000
Q1 2023 May 11, 2023	SELL	$215.01 - $264.54 $76,113 - $93,647	-354 Reduced 10.56%	2,999 $686,000
Q4 2022 Jan 27, 2023	SELL	$171.23 - $243.14 $53,423 - $75,859	-312 Reduced 8.51%	3,353 $0
Q3 2022 Nov 02, 2022	SELL	$162.44 - $198.25 $8,771 - $10,705	-54 Reduced 1.45%	3,665 $601,000
Q2 2022 Jul 26, 2022	BUY	$178.67 - $235.08 $2,322 - $3,056	13 Added 0.35%	3,719 $665,000
Q1 2022 May 06, 2022	BUY	$182.83 - $229.87 $18,648 - $23,446	102 Added 2.83%	3,706 $826,000
Q4 2021 Feb 09, 2022	BUY	$188.94 - $214.25 $680,939 - $772,157	3,604 New	3,604 $745,000

Others Institutions Holding CAT

# of Institutions

3,619

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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Stiles Financial Services Inc Caterpillar Inc Transaction History