Advisor Os, LLC Caterpillar Inc Transaction History

Advisor Os, LLC

$1.07 Billion
Q3 2025

A detailed history of Advisor Os, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Advisor Os, LLC holds 5,259 shares of CAT stock, worth $2.9 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

5,259

Previous 4,264 23.33%

Holding current value

$2.9 Million

Previous $1.66 Million 51.6%

% of portfolio

0.24%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$390.92 - $477.15 $388,965 - $474,764	995 Added 23.33%	5,259 $2.51 Million
Q2 2025 Aug 14, 2025	BUY	$273.94 - $388.21 $254,764 - $361,035	930 Added 27.89%	4,264 $1.66 Million
Q1 2025 May 06, 2025	SELL	$326.75 - $407.63 $205,199 - $255,991	-628 Reduced 15.85%	3,334 $1.1 Million
Q4 2024 Feb 04, 2025	BUY	$360.37 - $416.88 $178,022 - $205,938	494 Added 14.24%	3,962 $1.44 Million
Q3 2024 Nov 04, 2024	BUY	$316.8 - $391.12 $33,897 - $41,849	107 Added 3.18%	3,468 $1.36 Million
Q2 2024 Aug 05, 2024	SELL	$321.47 - $379.3 $49,506 - $58,412	-154 Reduced 4.38%	3,361 $1.12 Million
Q1 2024 May 08, 2024	BUY	$278.63 - $366.43 $375,871 - $494,314	1,349 Added 62.28%	3,515 $1.29 Million
Q4 2023 Feb 07, 2024	BUY	$226.05 - $298.12 $190,334 - $251,017	842 Added 63.6%	2,166 $640,000
Q3 2023 Nov 02, 2023	BUY	$240.58 - $288.65 $44,026 - $52,822	183 Added 16.04%	1,324 $361,000
Q2 2023 Aug 08, 2023	BUY	$205.75 - $247.67 $31,891 - $38,388	155 Added 15.72%	1,141 $280,000
Q1 2023 Apr 24, 2023	BUY	$215.01 - $264.54 $211,999 - $260,836	986 New	986 $225,000
Q4 2021 Feb 04, 2022	SELL	$188.94 - $214.25 $228,428 - $259,028	-1,209 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$208.86 - $244.79 $208 - $244	1 Added 0.08%	1,209 $263,000
Q1 2021 May 13, 2021	BUY	$180.63 - $233.63 $218,201 - $282,225	1,208 New	1,208 $280,000

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

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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