Berger Financial Group, Inc Caterpillar Inc Transaction History

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

A detailed history of Berger Financial Group, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Berger Financial Group, Inc holds 3,537 shares of CAT stock, worth $1.24 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,537

Previous 3,891 9.1%

Holding current value

$1.24 Million

Previous $1.41 Million 17.36%

% of portfolio

0.1%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$326.75 - $407.63 $115,669 - $144,301	-354 Reduced 9.1%	3,537 $1.17 Million
Q4 2024 Feb 14, 2025	BUY	$360.37 - $416.88 $15,495 - $17,925	43 Added 1.12%	3,891 $1.41 Million
Q3 2024 Nov 12, 2024	SELL	$316.8 - $391.12 $18,691 - $23,076	-59 Reduced 1.51%	3,848 $1.51 Million
Q2 2024 Aug 14, 2024	BUY	$321.47 - $379.3 $71,044 - $83,825	221 Added 6.0%	3,907 $1.3 Million
Q1 2024 Apr 16, 2024	BUY	$278.63 - $366.43 $483,144 - $635,389	1,734 Added 88.83%	3,686 $1.35 Million
Q4 2023 Feb 07, 2024	SELL	$226.05 - $298.12 $22,152 - $29,215	-98 Reduced 4.78%	1,952 $577,000
Q3 2023 Nov 03, 2023	SELL	$240.58 - $288.65 $8,660 - $10,391	-36 Reduced 1.73%	2,050 $559,000
Q2 2023 Aug 10, 2023	SELL	$205.75 - $247.67 $12,139 - $14,612	-59 Reduced 2.75%	2,086 $513,000
Q1 2023 Apr 24, 2023	BUY	$215.01 - $264.54 $860 - $1,058	4 Added 0.19%	2,145 $490,000
Q4 2022 Jan 30, 2023	SELL	$171.23 - $243.14 $6,506 - $9,239	-38 Reduced 1.74%	2,141 $512,000
Q3 2022 Oct 27, 2022	SELL	$162.44 - $198.25 $15,269 - $18,635	-94 Reduced 4.14%	2,179 $357,000
Q2 2022 Aug 08, 2022	BUY	$178.67 - $235.08 $33,411 - $43,959	187 Added 8.96%	2,273 $406,000
Q1 2022 May 10, 2022	BUY	$182.83 - $229.87 $39,674 - $49,881	217 Added 11.61%	2,086 $465,000
Q4 2021 Jan 26, 2022	BUY	$188.94 - $214.25 $102,594 - $116,337	543 Added 40.95%	1,869 $386,000
Q2 2021 Jul 29, 2021	BUY	$208.86 - $244.79 $3,132 - $3,671	15 Added 1.14%	1,326 $289,000
Q1 2021 May 12, 2021	BUY	$180.63 - $233.63 $18,966 - $24,531	105 Added 8.71%	1,311 $304,000
Q4 2020 Feb 02, 2021	BUY	$146.71 - $182.21 $176,932 - $219,745	1,206 New	1,206 $220,000

Others Institutions Holding CAT

# of Institutions

3,264

Shares Held

332M

Call Options Held

6.85M

Put Options Held

6.13M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $184B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Caterpillar Inc Transaction History