Allegheny Financial Group LTD Caterpillar Inc Transaction History

Allegheny Financial Group LTD

$459 Million
Q3 2025

A detailed history of Allegheny Financial Group LTD transactions in Caterpillar Inc stock. As of the latest transaction made, Allegheny Financial Group LTD holds 6,301 shares of CAT stock, worth $3.48 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

6,301

Previous 5,168 21.92%

Holding current value

$3.48 Million

Previous $2.01 Million 49.85%

% of portfolio

0.66%

Previous 0.47%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$390.92 - $477.15 $442,912 - $540,610	1,133 Added 21.92%	6,301 $3.01 Million
Q2 2025 Aug 13, 2025	BUY	$273.94 - $388.21 $326,262 - $462,358	1,191 Added 29.95%	5,168 $2.01 Million
Q1 2025 May 13, 2025	BUY	$326.75 - $407.63 $196,703 - $245,393	602 Added 17.84%	3,977 $1.31 Million
Q4 2024 Feb 14, 2025	SELL	$360.37 - $416.88 $14,054 - $16,258	-39 Reduced 1.14%	3,375 $1.22 Million
Q3 2024 Nov 14, 2024	SELL	$316.8 - $391.12 $950 - $1,173	-3 Reduced 0.09%	3,414 $1.34 Million

Q2 2024 Aug 01, 2024	BUY	$321.47 - $379.3 $33,754 - $39,826	105 Added 3.17%	3,417 $1.14 Million
Q1 2024 May 07, 2024	BUY	$278.63 - $366.43 $127,333 - $167,458	457 Added 16.01%	3,312 $1.21 Million
Q4 2023 Feb 08, 2024	BUY	$226.05 - $298.12 $1,356 - $1,788	6 Added 0.21%	2,855 $844,000
Q3 2023 Nov 14, 2023	BUY	$240.58 - $288.65 $104,411 - $125,274	434 Added 17.97%	2,849 $777,000
Q2 2023 Aug 07, 2023	SELL	$205.75 - $247.67 $37,035 - $44,580	-180 Reduced 6.94%	2,415 $594,000
Q1 2023 May 05, 2023	BUY	$215.01 - $264.54 $215 - $264	1 Added 0.04%	2,595 $593,000
Q4 2022 Feb 08, 2023	SELL	$171.23 - $243.14 $1,712 - $2,431	-10 Reduced 0.38%	2,594 $621,000
Q3 2022 Nov 01, 2022	BUY	$162.44 - $198.25 $162 - $198	1 Added 0.04%	2,604 $427,000
Q2 2022 Aug 11, 2022	BUY	$178.67 - $235.08 $127,570 - $167,847	714 Added 37.8%	2,603 $465,000
Q1 2022 May 11, 2022	BUY	$182.83 - $229.87 $12,798 - $16,090	70 Added 3.85%	1,889 $421,000
Q4 2021 Feb 09, 2022	BUY	$188.94 - $214.25 $343,681 - $389,720	1,819 New	1,819 $376,000

Others Institutions Holding CAT

# of Institutions

3,620

Shares Held

338M

Call Options Held

7.41M

Put Options Held

7.35M

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...

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Allegheny Financial Group LTD Caterpillar Inc Transaction History