Advisor Group Holdings, Inc. Caterpillar Inc Transaction History

Advisor Group Holdings, Inc.

  • $67.1 Billion
  • Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 335,688 shares of CAT stock, worth $185 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
335,688
Previous 275,503 21.85%
Holding current value
$185 Million
Previous $107 Million 49.76%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Nov 14, 2025
BUY
$390.92 - $477.15 $23.5 Million - $28.7 Million
60,185 Added 21.85%
335,688 $160 Million
Q2 2025

Sep 04, 2025
BUY
$273.94 - $388.21 $11.3 Million - $16 Million
41,130 Added 17.55%
275,503 $107 Million
Q2 2025

Aug 13, 2025
SELL
$273.94 - $388.21 $6.06 Million - $8.59 Million
-22,126 Reduced 8.63%
234,373 $91 Million
Q1 2025

May 12, 2025
BUY
$326.75 - $407.63 $5.08 Million - $6.34 Million
15,561 Added 6.46%
256,499 $84.6 Million
Q4 2024

Jun 06, 2025
BUY
$360.37 - $416.88 $981,647 - $1.14 Million
2,724 Added 1.06%
259,223 $94 Million
Q4 2024

Feb 07, 2025
BUY
$360.37 - $416.88 $369,018 - $426,885
1,024 Added 0.43%
240,938 $87.4 Million
Q3 2024

Nov 13, 2024
SELL
$316.8 - $391.12 $2.03 Million - $2.51 Million
-6,408 Reduced 2.6%
239,914 $93.8 Million
Q2 2024

Aug 13, 2024
SELL
$321.47 - $379.3 $12.1 Million - $14.3 Million
-37,749 Reduced 13.29%
246,322 $82 Million
Q1 2024

May 10, 2024
SELL
$278.63 - $366.43 $15 Million - $19.8 Million
-53,925 Reduced 15.95%
284,071 $104 Million
Q4 2023

Feb 12, 2024
SELL
$226.05 - $298.12 $16.4 Million - $21.6 Million
-72,491 Reduced 17.66%
337,996 $99.9 Million
Q3 2023

Nov 13, 2023
BUY
$240.58 - $288.65 $17.9 Million - $21.5 Million
74,605 Added 22.21%
410,487 $112 Million
Q2 2023

Aug 21, 2023
SELL
$205.75 - $247.67 $14.4 Million - $17.4 Million
-70,084 Reduced 17.26%
335,882 $82.6 Million
Q2 2023

Aug 10, 2023
BUY
$205.75 - $247.67 $18 Million - $21.7 Million
87,695 Added 27.55%
405,966 $99.9 Million
Q1 2023

May 12, 2023
SELL
$215.01 - $264.54 $1.38 Million - $1.69 Million
-6,401 Reduced 1.97%
318,271 $72.8 Million
Q4 2022

Feb 10, 2023
BUY
$171.23 - $243.14 $2.45 Million - $3.48 Million
14,299 Added 4.61%
324,672 $77.8 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $962,132 - $1.17 Million
5,923 Added 1.95%
310,373 $51 Million
Q2 2022

Aug 10, 2022
SELL
$178.67 - $235.08 $623,558 - $820,429
-3,490 Reduced 1.13%
304,450 $54.4 Million
Q1 2022

May 04, 2022
BUY
$182.83 - $229.87 $3.53 Million - $4.44 Million
19,296 Added 6.69%
307,940 $65.1 Million
Q3 2021

Nov 05, 2021
BUY
$189.84 - $221.66 $3.64 Million - $4.25 Million
19,161 Added 7.11%
288,644 $55.5 Million
Q2 2021

Aug 02, 2021
BUY
$208.86 - $244.79 $2.94 Million - $3.45 Million
14,082 Added 5.51%
269,483 $58.7 Million
Q1 2021

May 13, 2021
BUY
$180.63 - $233.63 $3.07 Million - $3.97 Million
16,989 Added 7.13%
255,401 $59.3 Million
Q4 2020

Feb 10, 2021
SELL
$146.71 - $182.21 $1.75 Million - $2.17 Million
-11,934 Reduced 4.77%
238,412 $43.4 Million
Q3 2020

Nov 12, 2020
BUY
$125.73 - $153.87 $401,581 - $491,460
3,194 Added 1.29%
250,346 $37.2 Million
Q2 2020

Aug 14, 2020
SELL
$104.48 - $137.72 $32.6 Million - $43 Million
-312,411 Reduced 55.83%
247,152 $31.3 Million
Q1 2020

May 18, 2020
BUY
$91.85 - $150.53 $51.4 Million - $84.2 Million
559,563 New
559,563 $28.8 Million

Others Institutions Holding CAT

# of Institutions
3,614
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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