Adell Harriman & Carpenter Inc Caterpillar Inc Transaction History

Adell Harriman & Carpenter Inc

  • $1.65 Trillion
  • Q3 2025

A detailed history of Adell Harriman & Carpenter Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Adell Harriman & Carpenter Inc holds 2,264 shares of CAT stock, worth $1.25 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,264
Previous 2,064 9.69%
Holding current value
$1.25 Million
Previous $801 Million 34.8%
% of portfolio
0.07%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$390.92 - $477.15 $78,184 - $95,430
200 Added 9.69%
2,264 $1.08 Billion
Q2 2025

Aug 04, 2025
SELL
$273.94 - $388.21 $11,779 - $16,693
-43 Reduced 2.04%
2,064 $801 Million
Q1 2025

Apr 29, 2025
SELL
$326.75 - $407.63 $48,685 - $60,736
-149 Reduced 6.6%
2,107 $695 Million
Q4 2024

Jan 30, 2025
BUY
$360.37 - $416.88 $9,729 - $11,255
27 Added 1.21%
2,256 $818 Million
Q3 2024

Oct 25, 2024
BUY
$316.8 - $391.12 $77,616 - $95,824
245 Added 12.35%
2,229 $872 Million
Q2 2024

Aug 01, 2024
SELL
$321.47 - $379.3 $204,454 - $241,234
-636 Reduced 24.27%
1,984 $661 Million
Q1 2024

Apr 25, 2024
SELL
$278.63 - $366.43 $80,524 - $105,898
-289 Reduced 9.93%
2,620 $960 Million
Q4 2023

Feb 05, 2024
SELL
$226.05 - $298.12 $45,210 - $59,624
-200 Reduced 6.43%
2,909 $860 Million
Q3 2023

Nov 07, 2023
SELL
$240.58 - $288.65 $222,536 - $267,001
-925 Reduced 22.93%
3,109 $849 Million
Q2 2023

Aug 04, 2023
BUY
$205.75 - $247.67 $25,718 - $30,958
125 Added 3.2%
4,034 $998 Million
Q1 2023

May 03, 2023
SELL
$215.01 - $264.54 $732,109 - $900,758
-3,405 Reduced 46.55%
3,909 $895 Million
Q4 2022

Feb 03, 2023
SELL
$171.23 - $243.14 $329,788 - $468,287
-1,926 Reduced 20.84%
7,314 $1.75 Billion
Q3 2022

Nov 03, 2022
SELL
$162.44 - $198.25 $99,088 - $120,932
-610 Reduced 6.19%
9,240 $1.52 Billion
Q2 2022

Aug 03, 2022
BUY
$178.67 - $235.08 $36,091 - $47,486
202 Added 2.09%
9,850 $1.76 Million
Q1 2022

Apr 29, 2022
BUY
$182.83 - $229.87 $73,132 - $91,948
400 Added 4.33%
9,648 $2.15 Million
Q4 2021

Feb 16, 2022
BUY
$188.94 - $214.25 $32,686 - $37,065
173 Added 1.91%
9,248 $1.91 Million
Q3 2021

Nov 05, 2021
BUY
$189.84 - $221.66 $370,188 - $432,237
1,950 Added 27.37%
9,075 $1.74 Million
Q2 2021

Aug 10, 2021
BUY
$208.86 - $244.79 $62,658 - $73,437
300 Added 4.4%
7,125 $1.55 Million
Q1 2021

May 03, 2021
BUY
$180.63 - $233.63 $1.01 Million - $1.3 Million
5,575 Added 446.0%
6,825 $1.58 Million
Q4 2020

Feb 05, 2021
BUY
$146.71 - $182.21 $183,387 - $227,762
1,250 New
1,250 $227,000

Others Institutions Holding CAT

# of Institutions
3,616
Shares Held
337M
Call Options Held
7.64M
Put Options Held
7.64M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • 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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