A detailed history of Claris Financial LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Claris Financial LLC holds 1,654 shares of CAT stock, worth $943,755. This represents 0.54% of its overall portfolio holdings.

Number of Shares
1,654
Previous 1,162 42.34%
Holding current value
$943,755
Previous $383,000 67.62%
% of portfolio
0.54%
Previous 0.27%

Shares

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

Aug 26, 2025

BUY
$273.94 - $388.21 $134,778 - $190,999
492 Added 42.34%
1,654 $642,000
Q4 2024

Jun 16, 2025

BUY
$360.37 - $416.88 $418,749 - $484,414
1,162 New
1,162 $422 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 $301B
  • 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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