A detailed history of Gem Asset Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Gem Asset Management, LLC holds 649 shares of CAT stock, worth $358,280. This represents 0.17% of its overall portfolio holdings.

Number of Shares
649
Previous 678 4.28%
Holding current value
$358,280
Previous $330 Million 17.34%
% of portfolio
0.17%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026

SELL
$480.82 - $585.49 $13,943 - $16,979
-29 Reduced 4.28%
649 $387 Million
Q3 2025

Oct 30, 2025

SELL
$390.92 - $477.15 $70,365 - $85,887
-180 Reduced 20.98%
678 $330 Million
Q2 2025

Jul 09, 2025

BUY
$273.94 - $388.21 $57,253 - $81,135
209 Added 32.2%
858 $336 Million
Q1 2025

Apr 17, 2025

BUY
$326.75 - $407.63 $326 - $407
1 Added 0.15%
649 $214 Million
Q1 2024

Apr 30, 2024

BUY
$278.63 - $366.43 $180,552 - $237,446
648 New
648 $232 Million

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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