Allied Investment Advisors, LLC Caterpillar Inc Transaction History

Allied Investment Advisors, LLC

  • $619 Million
  • Q3 2025

A detailed history of Allied Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 43,509 shares of CAT stock, worth $24 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
43,509
Previous 43,731 0.51%
Holding current value
$24 Million
Previous $17 Million 22.29%
% of portfolio
3.35%
Previous 2.97%

Shares

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

Nov 04, 2025
SELL
$390.92 - $477.15 $86,784 - $105,927
-222 Reduced 0.51%
43,509 $20.8 Million
Q2 2025

Jul 31, 2025
BUY
$273.94 - $388.21 $204,633 - $289,992
747 Added 1.74%
43,731 $17 Million
Q1 2025

Apr 08, 2025
BUY
$326.75 - $407.63 $397,654 - $496,085
1,217 Added 2.91%
42,984 $14.2 Million
Q4 2024

Jan 31, 2025
SELL
$360.37 - $416.88 $238,564 - $275,974
-662 Reduced 1.56%
41,767 $15.2 Million
Q3 2024

Oct 04, 2024
BUY
$316.8 - $391.12 $950 - $1,173
3 Added 0.01%
42,429 $16.6 Million
Q2 2024

Jul 12, 2024
SELL
$321.47 - $379.3 $348,794 - $411,540
-1,085 Reduced 2.49%
42,426 $14.1 Million
Q1 2024

Apr 11, 2024
SELL
$278.63 - $366.43 $16,439 - $21,619
-59 Reduced 0.14%
43,511 $15.9 Million
Q4 2023

Jan 09, 2024
SELL
$226.05 - $298.12 $41,819 - $55,152
-185 Reduced 0.42%
43,570 $12.9 Million
Q3 2023

Oct 05, 2023
SELL
$240.58 - $288.65 $63,272 - $75,914
-263 Reduced 0.6%
43,755 $11.9 Million
Q2 2023

Jul 10, 2023
BUY
$205.75 - $247.67 $155,958 - $187,733
758 Added 1.75%
44,018 $10.8 Million
Q1 2023

Apr 17, 2023
SELL
$215.01 - $264.54 $31,821 - $39,151
-148 Reduced 0.34%
43,260 $9.9 Million
Q4 2022

Jan 12, 2023
BUY
$171.23 - $243.14 $1,712 - $2,431
10 Added 0.02%
43,408 $0
Q3 2022

Oct 13, 2022
BUY
$162.44 - $198.25 $329,428 - $402,051
2,028 Added 4.9%
43,398 $7.12 Million
Q2 2022

Jul 13, 2022
BUY
$178.67 - $235.08 $159,016 - $209,221
890 Added 2.2%
41,370 $7.4 Million
Q1 2022

Apr 11, 2022
BUY
$182.83 - $229.87 $441,900 - $555,595
2,417 Added 6.35%
40,480 $9.02 Million
Q4 2021

Jan 20, 2022
BUY
$188.94 - $214.25 $297,202 - $337,015
1,573 Added 4.31%
38,063 $7.87 Million
Q3 2021

Oct 13, 2021
BUY
$189.84 - $221.66 $15,377 - $17,954
81 Added 0.22%
36,490 $7.01 Million
Q2 2021

Jul 16, 2021
SELL
$208.86 - $244.79 $305,353 - $357,882
-1,462 Reduced 3.86%
36,409 $7.92 Million
Q1 2021

Apr 20, 2021
SELL
$180.63 - $233.63 $179,726 - $232,461
-995 Reduced 2.56%
37,871 $8.78 Million
Q4 2020

Jan 19, 2021
SELL
$146.71 - $182.21 $25,234 - $31,340
-172 Reduced 0.44%
38,866 $7.07 Million
Q3 2020

Oct 13, 2020
SELL
$125.73 - $153.87 $18,859 - $23,080
-150 Reduced 0.38%
39,038 $5.82 Million
Q2 2020

Jul 10, 2020
BUY
$104.48 - $137.72 $180,750 - $238,255
1,730 Added 4.62%
39,188 $4.96 Million
Q1 2020

Apr 17, 2020
BUY
$91.85 - $150.53 $211,897 - $347,272
2,307 Added 6.56%
37,458 $4.35 Million
Q4 2019

Jan 24, 2020
BUY
$117.97 - $148.5 $89,657 - $112,860
760 Added 2.21%
35,151 $5.19 Million
Q3 2019

Oct 17, 2019
BUY
$113.38 - $139.64 $131,634 - $162,122
1,161 Added 3.49%
34,391 $4.34 Million
Q2 2019

Jul 17, 2019
BUY
$119.81 - $143.36 $9,584 - $11,468
80 Added 0.24%
33,230 $4.53 Million
Q1 2019

Apr 22, 2019
BUY
$121.51 - $141.41 $224,793 - $261,608
1,850 Added 5.91%
33,150 $4.49 Million
Q4 2018

Feb 01, 2019
BUY
$112.34 - $158.22 $428,015 - $602,818
3,810 Added 13.86%
31,300 $3.98 Million
Q3 2018

Oct 23, 2018
BUY
$132.02 - $156.38 $54,788 - $64,897
415 Added 1.53%
27,490 $4.19 Million
Q2 2018

Jul 26, 2018
SELL
$134.61 - $158.92 $115,091 - $135,876
-855 Reduced 3.06%
27,075 $3.67 Million
Q1 2018

Apr 26, 2018
SELL
$144.29 - $170.89 $1.77 Million - $2.1 Million
-12,275 Reduced 30.53%
27,930 $4.12 Million
Q4 2017

Feb 01, 2018
BUY
$124.72 - $158.42 $5.01 Million - $6.37 Million
40,205
40,205 $6.34 Million

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

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
Track This Portfolio

Track Allied Investment Advisors, LLC Portfolio

Follow Allied Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allied Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allied Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email