A detailed history of Assured Partners Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 701 shares of CAT stock, worth $291,980. This represents 0.07% of its overall portfolio holdings.

Number of Shares
701
Previous 738 5.01%
Holding current value
$291,980
Previous $244 Million 11.79%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Jul 29, 2025

SELL
$273.94 - $388.21 $10,135 - $14,363
-37 Reduced 5.01%
701 $272 Million
Q1 2025

Apr 22, 2025

BUY
$326.75 - $407.63 $17,971 - $22,419
55 Added 8.05%
738 $244 Million
Q4 2024

Feb 12, 2025

BUY
$360.37 - $416.88 $246,132 - $284,729
683 New
683 $248 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 $220B
  • 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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