Advocate Group LLC Caterpillar Inc Transaction History

Advocate Group LLC

$549 Million
Q1 2025

A detailed history of Advocate Group LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Advocate Group LLC holds 17,189 shares of CAT stock, worth $5.55 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

17,189

Previous 17,442 1.45%

Holding current value

$5.55 Million

Previous $6.33 Million 10.42%

% of portfolio

1.03%

Previous 1.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$326.75 - $407.63 $82,667 - $103,130	-253 Reduced 1.45%	17,189 $5.67 Million
Q4 2024 Jan 21, 2025	SELL	$360.37 - $416.88 $172,256 - $199,268	-478 Reduced 2.67%	17,442 $6.33 Million
Q3 2024 Oct 08, 2024	BUY	$316.8 - $391.12 $103,593 - $127,896	327 Added 1.86%	17,920 $7.01 Million
Q2 2024 Jul 10, 2024	BUY	$321.47 - $379.3 $23,788 - $28,068	74 Added 0.42%	17,593 $5.86 Million
Q1 2024 Apr 25, 2024	SELL	$278.63 - $366.43 $36,221 - $47,635	-130 Reduced 0.74%	17,519 $6.42 Million
Q4 2023 Jan 19, 2024	SELL	$226.05 - $298.12 $191,916 - $253,103	-849 Reduced 4.59%	17,649 $5.22 Million
Q3 2023 Oct 17, 2023	BUY	$240.58 - $288.65 $136,408 - $163,664	567 Added 3.16%	18,498 $5.05 Million
Q2 2023 Jul 20, 2023	BUY	$205.75 - $247.67 $386,398 - $465,124	1,878 Added 11.7%	17,931 $4.41 Million
Q1 2023 Apr 19, 2023	BUY	$215.01 - $264.54 $202,109 - $248,667	940 Added 6.22%	16,053 $3.67 Million
Q4 2022 Jan 18, 2023	SELL	$171.23 - $243.14 $260,269 - $369,572	-1,520 Reduced 9.14%	15,113 $0
Q3 2022 Oct 19, 2022	SELL	$162.44 - $198.25 $61,727 - $75,335	-380 Reduced 2.23%	16,633 $2.73 Million
Q2 2022 Jul 27, 2022	BUY	$178.67 - $235.08 $3.04 Million - $4 Million	17,013 New	17,013 $3.04 Million

Others Institutions Holding CAT

# of Institutions

3,279

Shares Held

342M

Call Options Held

5.59M

Put Options Held

6.95M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $171B
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...

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Advocate Group LLC Caterpillar Inc Transaction History