Capital Investment Advisors, LLC Caterpillar Inc Transaction History

Capital Investment Advisors, LLC

  • $5.33 Billion
  • Q2 2025

A detailed history of Capital Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 38,026 shares of CAT stock, worth $15.7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
38,026
Holding current value
$15.7 Million
% of portfolio
0.28%

Shares

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

Jul 17, 2025
BUY
$273.94 - $388.21 $10.4 Million - $14.8 Million
38,026 New
38,026 $14.8 Million
Q1 2025

Apr 14, 2025
SELL
$326.75 - $407.63 $79,727 - $99,461
-244 Reduced 0.64%
38,078 $12.6 Million
Q4 2024

Jan 13, 2025
BUY
$360.37 - $416.88 $247,934 - $286,813
688 Added 1.83%
38,322 $13.9 Million
Q3 2024

Oct 17, 2024
SELL
$316.8 - $391.12 $54,806 - $67,663
-173 Reduced 0.46%
37,634 $14.7 Million
Q2 2024

Jul 12, 2024
SELL
$321.47 - $379.3 $296,716 - $350,093
-923 Reduced 2.38%
37,807 $12.6 Million
Q1 2024

Apr 15, 2024
BUY
$278.63 - $366.43 $155,475 - $204,467
558 Added 1.46%
38,730 $14.2 Million
Q4 2023

Jan 05, 2024
SELL
$226.05 - $298.12 $202,088 - $266,519
-894 Reduced 2.29%
38,172 $11.3 Million
Q3 2023

Oct 16, 2023
SELL
$240.58 - $288.65 $6.72 Million - $8.07 Million
-27,945 Reduced 41.7%
39,066 $10.7 Million
Q2 2023

Jul 11, 2023
BUY
$205.75 - $247.67 $1 Million - $1.21 Million
4,883 Added 7.86%
67,011 $16.5 Million
Q1 2023

Apr 10, 2023
BUY
$215.01 - $264.54 $4.63 Million - $5.7 Million
21,557 Added 53.13%
62,128 $14.2 Million
Q4 2022

Jan 05, 2023
SELL
$171.23 - $243.14 $12,842 - $18,235
-75 Reduced 0.18%
40,571 $9.72 Million
Q3 2022

Oct 05, 2022
SELL
$162.44 - $198.25 $43,696 - $53,329
-269 Reduced 0.66%
40,646 $6.67 Million
Q2 2022

Jul 06, 2022
SELL
$178.67 - $235.08 $71,825 - $94,502
-402 Reduced 0.97%
40,915 $7.31 Million
Q1 2022

Apr 13, 2022
BUY
$182.83 - $229.87 $88,124 - $110,797
482 Added 1.18%
41,317 $9.21 Million
Q4 2021

Jan 10, 2022
BUY
$188.94 - $214.25 $273,018 - $309,591
1,445 Added 3.67%
40,835 $8.44 Million
Q3 2021

Oct 13, 2021
SELL
$189.84 - $221.66 $103,272 - $120,583
-544 Reduced 1.36%
39,390 $7.56 Million
Q2 2021

Jul 14, 2021
SELL
$208.86 - $244.79 $103,803 - $121,660
-497 Reduced 1.23%
39,934 $8.69 Million
Q1 2021

Apr 27, 2021
SELL
$180.63 - $233.63 $11.6 Million - $15 Million
-64,345 Reduced 61.41%
40,431 $9.38 Million
Q4 2020

Jan 21, 2021
BUY
$146.71 - $182.21 $551,042 - $684,380
3,756 Added 3.72%
104,776 $19.1 Million
Q3 2020

Oct 29, 2020
BUY
$125.73 - $153.87 $664,483 - $813,202
5,285 Added 5.52%
101,020 $15.1 Million
Q2 2020

Jul 20, 2020
BUY
$104.48 - $137.72 $876,900 - $1.16 Million
8,393 Added 9.61%
95,735 $12.1 Million
Q1 2020

Apr 13, 2020
BUY
$91.85 - $150.53 $892,690 - $1.46 Million
9,719 Added 12.52%
87,342 $10.1 Million
Q4 2019

Jan 21, 2020
BUY
$117.97 - $148.5 $460,672 - $579,892
3,905 Added 5.3%
77,623 $11.5 Million
Q3 2019

Oct 24, 2019
BUY
$113.38 - $139.64 $833,343 - $1.03 Million
7,350 Added 11.07%
73,718 $9.31 Million
Q2 2019

Jul 17, 2019
BUY
$119.81 - $143.36 $5.24 Million - $6.27 Million
43,758 Added 193.53%
66,368 $9.05 Million
Q1 2019

Apr 11, 2019
BUY
$121.51 - $141.41 $20,292 - $23,615
167 Added 0.74%
22,610 $3.06 Million
Q4 2018

Jan 17, 2019
SELL
$112.34 - $158.22 $34,600 - $48,731
-308 Reduced 1.35%
22,443 $2.85 Million
Q3 2018

Oct 15, 2018
SELL
$132.02 - $156.38 $4,356 - $5,160
-33 Reduced 0.14%
22,751 $3.47 Million
Q2 2018

Jul 10, 2018
SELL
$134.61 - $158.92 $31,633 - $37,346
-235 Reduced 1.02%
22,784 $3.09 Million
Q1 2018

Apr 16, 2018
SELL
$144.29 - $170.89 $173,148 - $205,067
-1,200 Reduced 4.95%
23,019 $3.39 Million
Q4 2017

Jan 17, 2018
SELL
$124.72 - $158.42 $27,937 - $35,486
-224 Reduced 0.92%
24,219 $3.82 Million
Q3 2017

Oct 17, 2017
BUY
$112.85 - $125.23 $2.76 Million - $3.06 Million
24,443
24,443 $3.05 Million

Others Institutions Holding CAT

# of Institutions
3,402
Shares Held
343M
Call Options Held
6.61M
Put Options Held
7.11M
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 $218B
  • 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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