Teamwork Financial Advisors, LLC Caterpillar Inc Transaction History

Teamwork Financial Advisors, LLC

$863 Million
Q4 2025

A detailed history of Teamwork Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 24,828 shares of CAT stock, worth $13.7 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

24,828

Previous 1,800 1279.33%

Holding current value

$13.7 Million

Previous $858,000 1497.44%

% of portfolio

1.59%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$480.82 - $585.49 $2.9 Million - $3.53 Million	-6,030 Reduced 19.54%	24,828 $13.7 Million
Q3 2025 Oct 08, 2025	BUY	$390.92 - $477.15 $9.02 Million - $11 Million	23,077 Added 296.58%	30,858 $14.7 Million
Q2 2025 Jul 07, 2025	SELL	$273.94 - $388.21 $1.11 Million - $1.57 Million	-4,042 Reduced 34.19%	7,781 $3.02 Million
Q1 2025 Apr 10, 2025	SELL	$326.75 - $407.63 $668,203 - $833,603	-2,045 Reduced 14.75%	11,823 $3.9 Million
Q4 2024 Jan 17, 2025	SELL	$360.37 - $416.88 $9.54 Million - $11 Million	-26,478 Reduced 65.63%	13,868 $5.03 Million

Q3 2024 Oct 16, 2024	BUY	$316.8 - $391.12 $661,161 - $816,267	2,087 Added 5.45%	40,346 $15.8 Million
Q2 2024 Aug 06, 2024	BUY	$321.47 - $379.3 $10.1 Million - $11.9 Million	31,346 Added 453.44%	38,259 $12.7 Million
Q1 2024 Apr 19, 2024	SELL	$278.63 - $366.43 $3.3 Million - $4.34 Million	-11,854 Reduced 63.16%	6,913 $2.53 Million
Q4 2023 Jan 19, 2024	BUY	$226.05 - $298.12 $4.24 Million - $5.59 Million	18,767 New	18,767 $5.55 Million
Q2 2022 Jul 22, 2022	SELL	$178.67 - $235.08 $167,949 - $220,975	-940 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$182.83 - $229.87 $1.55 Million - $1.95 Million	-8,492 Reduced 90.03%	940 $209,000
Q4 2021 Jan 31, 2022	BUY	$188.94 - $214.25 $1.39 Million - $1.58 Million	7,375 Added 358.53%	9,432 $1.95 Million
Q3 2021 Oct 13, 2021	BUY	$189.84 - $221.66 $14,427 - $16,846	76 Added 3.84%	2,057 $395,000
Q2 2021 Jul 13, 2021	SELL	$208.86 - $244.79 $348,169 - $408,064	-1,667 Reduced 45.7%	1,981 $431,000
Q1 2021 Apr 12, 2021	BUY	$180.63 - $233.63 $658,938 - $852,282	3,648 New	3,648 $846,000
Q2 2020 Jul 13, 2020	SELL	$104.48 - $137.72 $323,156 - $425,967	-3,093 Closed	0 $0
Q1 2020 May 04, 2020	SELL	$91.85 - $150.53 $442,349 - $724,952	-4,816 Reduced 60.89%	3,093 $359,000
Q4 2019 Feb 13, 2020	BUY	$117.97 - $148.5 $933,024 - $1.17 Million	7,909 New	7,909 $1.17 Million

Others Institutions Holding CAT

# of Institutions

3,631

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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Teamwork Financial Advisors, LLC Caterpillar Inc Transaction History