A detailed history of Cascade Financial Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 761 shares of CAT stock, worth $316,971. This represents 0.04% of its overall portfolio holdings.

Number of Shares
761
Previous 721 5.55%
Holding current value
$316,971
Previous $238 Million 24.24%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 07, 2025

BUY
$273.94 - $388.21 $10,957 - $15,528
40 Added 5.55%
761 $295 Million
Q1 2025

May 13, 2025

SELL
$326.75 - $407.63 $2,940 - $3,668
-9 Reduced 1.23%
721 $238 Million
Q1 2024

May 14, 2024

BUY
$278.63 - $366.43 $203,399 - $267,493
730 New
730 $267 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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