Cerity Partners LLC Caterpillar Inc Transaction History

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025

A detailed history of Cerity Partners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Cerity Partners LLC holds 294,869 shares of CAT stock, worth $101 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
294,869
Previous 230,215 28.08%
Holding current value
$101 Million
Previous $83.5 Million 16.45%
% of portfolio
0.2%
Previous 0.18%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$326.75 - $407.63 $21.1 Million - $26.4 Million
64,654 Added 28.08%
294,869 $97.2 Million
Q4 2024

Feb 13, 2025
SELL
$360.37 - $416.88 $1.32 Million - $1.53 Million
-3,659 Reduced 1.56%
230,215 $83.5 Million
Q3 2024

Nov 12, 2024
BUY
$316.8 - $391.12 $6.92 Million - $8.55 Million
21,848 Added 10.3%
233,874 $91.5 Million
Q2 2024

Aug 13, 2024
SELL
$321.47 - $379.3 $2.34 Million - $2.76 Million
-7,265 Reduced 3.31%
212,026 $70.6 Million
Q1 2024

May 14, 2024
SELL
$278.63 - $366.43 $80.3 Million - $106 Million
-288,031 Reduced 56.77%
219,291 $80.4 Million
Q4 2023

Jan 26, 2024
BUY
$226.05 - $298.12 $83.3 Million - $110 Million
368,421 Added 265.24%
507,322 $150 Million
Q3 2023

Nov 13, 2023
SELL
$240.58 - $288.65 $5.45 Million - $6.54 Million
-22,672 Reduced 14.03%
138,901 $37.9 Million
Q2 2023

Aug 14, 2023
BUY
$205.75 - $247.67 $2.97 Million - $3.58 Million
14,435 Added 9.81%
161,573 $39.8 Million
Q1 2023

May 11, 2023
BUY
$215.01 - $264.54 $2.21 Million - $2.72 Million
10,266 Added 7.5%
147,138 $33.7 Million
Q4 2022

Feb 15, 2023
BUY
$171.23 - $243.14 $17.5 Million - $24.8 Million
102,001 Added 292.51%
136,872 $32.8 Million
Q3 2022

Nov 10, 2022
SELL
$162.44 - $198.25 $145,871 - $178,028
-898 Reduced 2.51%
34,871 $5.72 Million
Q2 2022

Aug 10, 2022
BUY
$178.67 - $235.08 $3.65 Million - $4.8 Million
20,418 Added 133.01%
35,769 $6.39 Million
Q1 2022

Apr 25, 2022
BUY
$182.83 - $229.87 $315,747 - $396,985
1,727 Added 12.68%
15,351 $3.13 Million
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $850,230 - $964,125
4,500 Added 49.32%
13,624 $2.82 Million
Q3 2021

Oct 25, 2021
BUY
$189.84 - $221.66 $716,646 - $836,766
3,775 Added 70.57%
9,124 $1.75 Million
Q2 2021

Aug 11, 2021
SELL
$208.86 - $244.79 $102,967 - $120,681
-493 Reduced 8.44%
5,349 $1.16 Million
Q1 2021

Aug 11, 2021
SELL
$180.63 - $233.63 $788,269 - $1.02 Million
-4,364 Reduced 42.76%
5,842 $1.36 Million
Q1 2021

May 12, 2021
SELL
$180.63 - $233.63 $6.28 Million - $8.13 Million
-34,789 Reduced 77.32%
10,206 $2.37 Million
Q4 2020

Feb 11, 2021
BUY
$146.71 - $182.21 $170,183 - $211,363
1,160 Added 2.65%
44,995 $8.19 Million
Q3 2020

Nov 12, 2020
BUY
$125.73 - $153.87 $42,496 - $52,008
338 Added 0.78%
43,835 $6.54 Million
Q2 2020

Aug 17, 2020
SELL
$104.48 - $137.72 $16,716 - $22,035
-160 Reduced 0.37%
43,497 $5.5 Million
Q2 2020

Aug 14, 2020
BUY
$104.48 - $137.72 $1.89 Million - $2.49 Million
18,086 Added 70.73%
43,657 $5.52 Million
Q1 2020

May 14, 2020
SELL
$91.85 - $150.53 $85,512 - $140,143
-931 Reduced 3.51%
25,571 $2.97 Million
Q4 2019

Feb 14, 2020
SELL
$117.97 - $148.5 $628,898 - $791,653
-5,331 Reduced 16.75%
26,502 $3.91 Million
Q3 2019

Oct 30, 2019
SELL
$113.38 - $139.64 $1.27 Million - $1.57 Million
-11,224 Reduced 26.07%
31,833 $4.02 Million
Q2 2019

Aug 14, 2019
BUY
$119.81 - $143.36 $1.82 Million - $2.17 Million
15,169 Added 54.39%
43,057 $5.87 Million
Q1 2019

May 14, 2019
BUY
$121.51 - $141.41 $2.86 Million - $3.32 Million
23,500 Added 535.55%
27,888 $3.78 Million
Q4 2018

Feb 06, 2019
SELL
$112.34 - $158.22 $2.44 Million - $3.44 Million
-21,718 Reduced 83.19%
4,388 $558,000
Q3 2018

Nov 15, 2018
BUY
$132.02 - $156.38 $2.87 Million - $3.4 Million
21,750 Added 499.31%
26,106 $3.98 Million
Q2 2018

Aug 15, 2018
BUY
$134.61 - $158.92 $210,126 - $248,074
1,561 Added 55.85%
4,356 $591,000
Q1 2018

May 15, 2018
BUY
$144.29 - $170.89 $31,888 - $37,766
221 Added 8.59%
2,795 $412,000
Q4 2017

Feb 14, 2018
SELL
$124.72 - $158.42 $53,255 - $67,645
-427 Reduced 14.23%
2,574 $406,000
Q3 2017

Nov 13, 2017
BUY
$112.85 - $125.23 $338,662 - $375,815
3,001
3,001 $374,000

Others Institutions Holding CAT

# of Institutions
3,263
Shares Held
332M
Call Options Held
6.85M
Put Options Held
6.13M
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 $181B
  • 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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