Creative Planning Caterpillar Inc Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Caterpillar Inc stock. As of the latest transaction made, Creative Planning holds 343,917 shares of CAT stock, worth $190 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
343,917
Previous 275,950 24.63%
Holding current value
$190 Million
Previous $107 Million 53.18%
% of portfolio
0.13%
Previous 0.09%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$390.92 - $477.15 $26.6 Million - $32.4 Million
67,967 Added 24.63%
343,917 $164 Million
Q2 2025

Aug 08, 2025
BUY
$273.94 - $388.21 $3.69 Million - $5.24 Million
13,485 Added 5.14%
275,950 $107 Million
Q1 2025

May 15, 2025
BUY
$326.75 - $407.63 $6.8 Million - $8.48 Million
20,807 Added 8.61%
262,465 $86.6 Million
Q4 2024

Feb 14, 2025
BUY
$360.37 - $416.88 $4.95 Million - $5.73 Million
13,743 Added 6.03%
241,658 $87.7 Million
Q3 2024

Oct 11, 2024
BUY
$316.8 - $391.12 $1.19 Million - $1.48 Million
3,772 Added 1.68%
227,915 $89.1 Million
Q2 2024

Aug 15, 2024
BUY
$321.47 - $379.3 $6.6 Million - $7.79 Million
20,535 Added 10.09%
224,143 $74.7 Million
Q1 2024

May 10, 2024
BUY
$278.63 - $366.43 $6.41 Million - $8.43 Million
22,995 Added 12.73%
203,608 $74.6 Million
Q4 2023

Feb 14, 2024
BUY
$226.05 - $298.12 $3.05 Million - $4.02 Million
13,482 Added 8.07%
180,613 $53.4 Million
Q3 2023

Nov 16, 2023
BUY
$240.58 - $288.65 $1.2 Million - $1.44 Million
4,988 Added 3.08%
167,131 $45.6 Million
Q2 2023

Jul 21, 2023
BUY
$205.75 - $247.67 $1.02 Million - $1.23 Million
4,981 Added 3.17%
162,143 $39.9 Million
Q1 2023

May 15, 2023
SELL
$215.01 - $264.54 $1.07 Million - $1.32 Million
-4,973 Reduced 3.07%
157,162 $36 Million
Q4 2022

Feb 10, 2023
BUY
$171.23 - $243.14 $2.1 Million - $2.98 Million
12,248 Added 8.17%
162,135 $38.8 Million
Q3 2022

Nov 03, 2022
BUY
$162.44 - $198.25 $273,873 - $334,249
1,686 Added 1.14%
149,887 $24.6 Million
Q2 2022

Aug 15, 2022
BUY
$178.67 - $235.08 $801,870 - $1.06 Million
4,488 Added 3.12%
148,201 $26.5 Million
Q1 2022

May 16, 2022
BUY
$182.83 - $229.87 $1.85 Million - $2.32 Million
10,108 Added 7.57%
143,713 $32 Million
Q4 2021

Feb 11, 2022
SELL
$188.94 - $214.25 $437,962 - $496,631
-2,318 Reduced 1.71%
133,605 $27.6 Million
Q3 2021

Nov 10, 2021
BUY
$189.84 - $221.66 $1.78 Million - $2.08 Million
9,400 Added 7.43%
135,923 $26.1 Million
Q2 2021

Aug 04, 2021
SELL
$208.86 - $244.79 $6.32 Million - $7.41 Million
-30,253 Reduced 19.3%
126,523 $27.5 Million
Q1 2021

Apr 30, 2021
BUY
$180.63 - $233.63 $1.21 Million - $1.56 Million
6,674 Added 4.45%
156,776 $36.4 Million
Q4 2020

Jan 29, 2021
SELL
$146.71 - $182.21 $825,683 - $1.03 Million
-5,628 Reduced 3.61%
150,102 $27.3 Million
Q3 2020

Nov 05, 2020
BUY
$125.73 - $153.87 $1.65 Million - $2.02 Million
13,101 Added 9.19%
155,730 $23.2 Million
Q2 2020

Jul 23, 2020
BUY
$104.48 - $137.72 $1.1 Million - $1.44 Million
10,483 Added 7.93%
142,629 $18 Million
Q1 2020

May 05, 2020
SELL
$91.85 - $150.53 $230,635 - $377,980
-2,511 Reduced 1.86%
132,146 $15.3 Million
Q4 2019

Jan 30, 2020
BUY
$117.97 - $148.5 $509,158 - $640,926
4,316 Added 3.31%
134,657 $19.9 Million
Q3 2019

Nov 01, 2019
BUY
$113.38 - $139.64 $526,423 - $648,348
4,643 Added 3.69%
130,341 $16.5 Million
Q2 2019

Jul 26, 2019
BUY
$119.81 - $143.36 $1.93 Million - $2.3 Million
16,074 Added 14.66%
125,698 $17.1 Million
Q1 2019

Apr 24, 2019
SELL
$121.51 - $141.41 $36,696 - $42,705
-302 Reduced 0.27%
109,624 $14.9 Million
Q4 2018

Feb 01, 2019
BUY
$112.34 - $158.22 $312,754 - $440,484
2,784 Added 2.6%
109,926 $14 Million
Q3 2018

Oct 25, 2018
SELL
$132.02 - $156.38 $949,355 - $1.12 Million
-7,191 Reduced 6.29%
107,142 $16.3 Million
Q2 2018

Jul 20, 2018
SELL
$134.61 - $158.92 $241,221 - $284,784
-1,792 Reduced 1.54%
114,333 $15.5 Million
Q1 2018

Apr 18, 2018
BUY
$144.29 - $170.89 $1.65 Million - $1.96 Million
11,455 Added 10.94%
116,125 $17.1 Million
Q4 2017

Jan 17, 2018
BUY
$124.72 - $158.42 $717,140 - $910,914
5,750 Added 5.81%
104,670 $16.5 Million
Q3 2017

Oct 17, 2017
BUY
$112.85 - $125.23 $11.2 Million - $12.4 Million
98,920
98,920 $12.3 Million

Others Institutions Holding CAT

# of Institutions
3,618
Shares Held
338M
Call Options Held
7.41M
Put Options Held
7.35M
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 $291B
  • 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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