Strategic Equity Management Caterpillar Inc Transaction History

Strategic Equity Management

$240 Million
Q3 2025

A detailed history of Strategic Equity Management transactions in Caterpillar Inc stock. As of the latest transaction made, Strategic Equity Management holds 1,536 shares of CAT stock, worth $847,948. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,536

Previous 1,526 0.66%

Holding current value

$847,948

Previous $592,000 23.65%

% of portfolio

0.31%

Previous 0.24%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$390.92 - $477.15 $3,909 - $4,771	10 Added 0.66%	1,536 $732,000
Q1 2025 Apr 15, 2025	BUY	$326.75 - $407.63 $1,960 - $2,445	6 Added 0.39%	1,526 $503,000
Q4 2024 Feb 07, 2025	BUY	$360.37 - $416.88 $3,964 - $4,585	11 Added 0.73%	1,520 $551,000
Q2 2024 Jul 31, 2024	BUY	$321.47 - $379.3 $1,607 - $1,896	5 Added 0.33%	1,509 $502,000
Q1 2024 Apr 16, 2024	BUY	$278.63 - $366.43 $1,671 - $2,198	6 Added 0.4%	1,504 $551,000

Q4 2023 Feb 07, 2024	BUY	$226.05 - $298.12 $1,582 - $2,086	7 Added 0.47%	1,498 $442,000
Q3 2023 Nov 07, 2023	BUY	$240.58 - $288.65 $1,684 - $2,020	7 Added 0.47%	1,491 $407,000
Q2 2023 Jul 18, 2023	BUY	$205.75 - $247.67 $1,646 - $1,981	8 Added 0.54%	1,484 $365,000
Q1 2023 Apr 25, 2023	BUY	$215.01 - $264.54 $1,505 - $1,851	7 Added 0.48%	1,476 $337,000
Q4 2022 Feb 09, 2023	BUY	$171.23 - $243.14 $1,198 - $1,701	7 Added 0.48%	1,469 $351,000
Q3 2022 Oct 17, 2022	BUY	$162.44 - $198.25 $1,624 - $1,982	10 Added 0.69%	1,462 $240,000
Q2 2022 Jul 26, 2022	BUY	$178.67 - $235.08 $1,250 - $1,645	7 Added 0.48%	1,452 $260,000
Q1 2022 May 02, 2022	BUY	$182.83 - $229.87 $1,279 - $1,609	7 Added 0.49%	1,445 $322,000
Q4 2021 Jan 18, 2022	BUY	$188.94 - $214.25 $1,511 - $1,714	8 Added 0.56%	1,438 $297,000
Q3 2021 Nov 09, 2021	BUY	$189.84 - $221.66 $1,328 - $1,551	7 Added 0.49%	1,430 $275,000
Q2 2021 Jul 28, 2021	BUY	$208.86 - $244.79 $2,506 - $2,937	12 Added 0.85%	1,423 $310,000
Q4 2020 Feb 10, 2021	BUY	$146.71 - $182.21 $207,007 - $257,098	1,411 New	1,411 $257,000

Others Institutions Holding CAT

# of Institutions

3,659

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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Strategic Equity Management Caterpillar Inc Transaction History