Advisors Capital Management, LLC Caterpillar Inc Transaction History

Advisors Capital Management, LLC

  • $6.19 Billion
  • Q1 2025

A detailed history of Advisors Capital Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Advisors Capital Management, LLC holds 72,184 shares of CAT stock, worth $26.4 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
72,184
Previous 70,548 2.32%
Holding current value
$26.4 Million
Previous $25.6 Million 6.98%
% of portfolio
0.38%
Previous 0.42%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 27, 2025
BUY
$326.75 - $407.63 $534,563 - $666,882
1,636 Added 2.32%
72,184 $23.8 Million
Q4 2024

Feb 13, 2025
BUY
$360.37 - $416.88 $119,642 - $138,404
332 Added 0.47%
70,548 $25.6 Million
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $295,257 - $364,523
932 Added 1.35%
70,216 $27.5 Million
Q2 2024

Aug 09, 2024
SELL
$321.47 - $379.3 $11,251 - $13,275
-35 Reduced 0.05%
69,284 $23.1 Million
Q1 2024

May 06, 2024
BUY
$278.63 - $366.43 $384,788 - $506,039
1,381 Added 2.03%
69,319 $25.4 Million
Q4 2023

Feb 14, 2024
BUY
$226.05 - $298.12 $365,974 - $482,656
1,619 Added 2.44%
67,938 $20.1 Million
Q3 2023

Nov 15, 2023
BUY
$240.58 - $288.65 $142,182 - $170,592
591 Added 0.9%
66,319 $18.1 Million
Q2 2023

Aug 03, 2023
BUY
$205.75 - $247.67 $509,848 - $613,726
2,478 Added 3.92%
65,728 $16.2 Million
Q1 2023

May 04, 2023
BUY
$215.01 - $264.54 $440,555 - $542,042
2,049 Added 3.35%
63,250 $14.5 Million
Q4 2022

Feb 13, 2023
BUY
$171.23 - $243.14 $91,265 - $129,593
533 Added 0.88%
61,201 $14.7 Million
Q3 2022

Nov 16, 2022
BUY
$162.44 - $198.25 $1.02 Million - $1.25 Million
6,281 Added 11.55%
60,668 $14.3 Million
Q2 2022

Aug 12, 2022
BUY
$178.67 - $235.08 $664,831 - $874,732
3,721 Added 7.34%
54,387 $9.72 Million
Q1 2022

May 10, 2022
BUY
$182.83 - $229.87 $8.94 Million - $11.2 Million
48,912 Added 2788.6%
50,666 $11.3 Million
Q4 2021

Feb 14, 2022
SELL
$188.94 - $214.25 $3,778 - $4,285
-20 Reduced 1.13%
1,754 $363,000
Q3 2021

Nov 12, 2021
BUY
$189.84 - $221.66 $49,927 - $58,296
263 Added 17.41%
1,774 $341,000
Q2 2021

Aug 02, 2021
BUY
$208.86 - $244.79 $60,360 - $70,744
289 Added 23.65%
1,511 $329,000
Q1 2021

May 12, 2021
BUY
$180.63 - $233.63 $220,729 - $285,495
1,222 New
1,222 $283,000

Others Institutions Holding CAT

# of Institutions
3,270
Shares Held
332M
Call Options Held
6.85M
Put Options Held
6.13M
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 $193B
  • 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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