A detailed history of Cbiz Investment Advisory Services, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 98 shares of CAT stock, worth $47,697. This represents 0.0% of its overall portfolio holdings.

Number of Shares
98
Previous 50 96.0%
Holding current value
$47,697
Previous $16,000 137.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025

BUY
$273.94 - $388.21 $13,149 - $18,634
48 Added 96.0%
98 $38,000
Q1 2025

Jun 03, 2025

BUY
$326.75 - $407.63 $16,337 - $20,381
50 New
50 $16,000

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 $257B
  • 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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