D'Orazio & Associates, Inc. Caterpillar Inc Transaction History

D'Orazio & Associates, Inc.

$701 Million
Q2 2025

A detailed history of D'Orazio & Associates, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 1,012 shares of CAT stock, worth $576,617. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,012

Previous 985 2.74%

Holding current value

$576,617

Previous $324,000 20.99%

% of portfolio

0.06%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$273.94 - $388.21 $7,396 - $10,481	27 Added 2.74%	1,012 $392,000
Q1 2025 Apr 17, 2025	BUY	$326.75 - $407.63 $11,763 - $14,674	36 Added 3.79%	985 $324,000
Q4 2024 Jan 28, 2025	BUY	$360.37 - $416.88 $37,478 - $43,355	104 Added 12.31%	949 $344,000
Q3 2024 Nov 05, 2024	SELL	$316.8 - $391.12 $7,920 - $9,778	-25 Reduced 2.87%	845 $330,000
Q2 2024 Aug 07, 2024	BUY	$321.47 - $379.3 $11,251 - $13,275	35 Added 4.19%	870 $289,000
Q1 2024 May 08, 2024	BUY	$278.63 - $366.43 $8,916 - $11,725	32 Added 3.99%	835 $305,000
Q4 2023 Feb 07, 2024	BUY	$226.05 - $298.12 $1,356 - $1,788	6 Added 0.75%	803 $237,000
Q3 2023 Oct 10, 2023	BUY	$240.58 - $288.65 $191,742 - $230,054	797 New	797 $217,000
Q4 2021 Feb 07, 2022	SELL	$188.94 - $214.25 $183,460 - $208,036	-971 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$189.84 - $221.66 $12,719 - $14,851	67 Added 7.41%	971 $186,000
Q4 2020 Feb 05, 2021	BUY	$146.71 - $182.21 $15,257 - $18,949	104 Added 13.0%	904 $165,000
Q4 2019 Jan 22, 2020	SELL	$117.97 - $148.5 $2,359 - $2,970	-20 Reduced 2.44%	800 $118,000
Q2 2019 Aug 05, 2019	BUY	$119.81 - $143.36 $14,377 - $17,203	120 Added 17.14%	820 $112,000
Q3 2017 Nov 14, 2017	BUY	$112.85 - $125.23 $78,995 - $87,661	700	700 $87,000

Others Institutions Holding CAT

# of Institutions

3,557

Shares Held

337M

Call Options Held

6.88M

Put Options Held

7.16M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D'Orazio & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D'Orazio & Associates, Inc. with notifications on news.

Account

D'Orazio & Associates, Inc. Caterpillar Inc Transaction History