A detailed history of Asset Planning,Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Asset Planning,Inc holds 1,230 shares of CAT stock, worth $528,961. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,230
Previous 1,087 13.16%
Holding current value
$528,961
Previous $359 Million 33.18%
% of portfolio
0.36%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$273.94 - $388.21 $39,173 - $55,514
143 Added 13.16%
1,230 $478 Million
Q1 2025

May 08, 2025

BUY
$326.75 - $407.63 $653 - $815
2 Added 0.18%
1,087 $359 Million
Q4 2024

Jan 30, 2025

BUY
$360.37 - $416.88 $391,001 - $452,314
1,085 New
1,085 $393 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $227B
  • 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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