Bragg Financial Advisors, Inc Caterpillar Inc Transaction History

Bragg Financial Advisors, Inc

  • $2.72 Billion
  • Q2 2025

A detailed history of Bragg Financial Advisors, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 5,753 shares of CAT stock, worth $2.85 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,753
Previous 5,987 3.91%
Holding current value
$2.85 Million
Previous $1.97 Million 13.12%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 14, 2025
SELL
$273.94 - $388.21 $64,101 - $90,841
-234 Reduced 3.91%
5,753 $2.23 Million
Q1 2025

May 14, 2025
SELL
$326.75 - $407.63 $44,111 - $55,030
-135 Reduced 2.21%
5,987 $1.97 Million
Q4 2024

Feb 13, 2025
BUY
$360.37 - $416.88 $104,146 - $120,478
289 Added 4.95%
6,122 $2.22 Million
Q3 2024

Nov 14, 2024
SELL
$316.8 - $391.12 $35,481 - $43,805
-112 Reduced 1.88%
5,833 $2.28 Million
Q2 2024

Aug 15, 2024
SELL
$321.47 - $379.3 $24,753 - $29,206
-77 Reduced 1.28%
5,945 $1.98 Million
Q1 2024

May 14, 2024
SELL
$278.63 - $366.43 $19,782 - $26,016
-71 Reduced 1.17%
6,022 $2.21 Million
Q4 2023

Feb 14, 2024
SELL
$226.05 - $298.12 $82,734 - $109,111
-366 Reduced 5.67%
6,093 $1.8 Million
Q3 2023

Nov 14, 2023
SELL
$240.58 - $288.65 $32,959 - $39,545
-137 Reduced 2.08%
6,459 $1.76 Million
Q1 2023

May 15, 2023
SELL
$215.01 - $264.54 $26,661 - $32,802
-124 Reduced 1.85%
6,596 $1.51 Million
Q4 2022

Feb 14, 2023
SELL
$171.23 - $243.14 $37,328 - $53,004
-218 Reduced 3.14%
6,720 $1.61 Million
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $55,392 - $67,603
-341 Reduced 4.68%
6,938 $1.14 Million
Q2 2022

Aug 15, 2022
SELL
$178.67 - $235.08 $23,584 - $31,030
-132 Reduced 1.78%
7,279 $1.3 Million
Q1 2022

May 11, 2022
SELL
$182.83 - $229.87 $89,586 - $112,636
-490 Reduced 6.2%
7,411 $1.65 Million
Q3 2021

Nov 15, 2021
BUY
$189.84 - $221.66 $307,161 - $358,645
1,618 Added 25.75%
7,901 $1.52 Million
Q2 2021

Aug 16, 2021
SELL
$208.86 - $244.79 $22,139 - $25,947
-106 Reduced 1.66%
6,283 $1.37 Million
Q1 2021

May 14, 2021
SELL
$180.63 - $233.63 $6,322 - $8,177
-35 Reduced 0.54%
6,389 $1.48 Million
Q4 2020

Feb 11, 2021
SELL
$146.71 - $182.21 $4,401 - $5,466
-30 Reduced 0.46%
6,424 $1.17 Million
Q3 2020

Nov 13, 2020
BUY
$125.73 - $153.87 $15,339 - $18,772
122 Added 1.93%
6,454 $963,000
Q4 2019

Feb 14, 2020
SELL
$117.97 - $148.5 $44,946 - $56,578
-381 Reduced 5.68%
6,332 $935,000
Q3 2019

Nov 14, 2019
SELL
$113.38 - $139.64 $17,573 - $21,644
-155 Reduced 2.26%
6,713 $848,000
Q2 2019

Aug 14, 2019
SELL
$119.81 - $143.36 $7,787 - $9,318
-65 Reduced 0.94%
6,868 $936,000
Q1 2019

May 13, 2019
SELL
$121.51 - $141.41 $7,290 - $8,484
-60 Reduced 0.86%
6,933 $939,000
Q4 2018

Feb 14, 2019
SELL
$112.34 - $158.22 $11,234 - $15,822
-100 Reduced 1.41%
6,993 $889,000
Q3 2018

Nov 14, 2018
SELL
$132.02 - $156.38 $6,601 - $7,819
-50 Reduced 0.7%
7,093 $1.08 Million
Q2 2018

Aug 14, 2018
SELL
$134.61 - $158.92 $10,095 - $11,918
-75 Reduced 1.04%
7,143 $969,000
Q1 2018

May 14, 2018
SELL
$144.29 - $170.89 $10,100 - $11,962
-70 Reduced 0.96%
7,218 $1.06 Million
Q4 2017

Feb 14, 2018
SELL
$124.72 - $158.42 $44,275 - $56,239
-355 Reduced 4.64%
7,288 $1.15 Million
Q3 2017

Nov 14, 2017
BUY
$112.85 - $125.23 $862,512 - $957,132
7,643
7,643 $953,000

Others Institutions Holding CAT

# of Institutions
3,436
Shares Held
336M
Call Options Held
6.67M
Put Options Held
7.2M
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 $262B
  • 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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