Delta Investment Management, LLC Caterpillar Inc Transaction History

Delta Investment Management, LLC

  • $427 Million
  • Q3 2025

A detailed history of Delta Investment Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Delta Investment Management, LLC holds 3,979 shares of CAT stock, worth $2.09 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,979
Previous 3,971 0.2%
Holding current value
$2.09 Million
Previous $1.54 Million 23.17%
% of portfolio
0.44%
Previous 0.36%

Shares

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

Oct 20, 2025
BUY
$390.92 - $477.15 $3,127 - $3,817
8 Added 0.2%
3,979 $1.9 Million
Q2 2025

Jul 31, 2025
SELL
$273.94 - $388.21 $10,409 - $14,751
-38 Reduced 0.95%
3,971 $1.54 Million
Q1 2025

May 14, 2025
BUY
$326.75 - $407.63 $3,267 - $4,076
10 Added 0.25%
4,009 $1.32 Million
Q4 2024

Feb 14, 2025
BUY
$360.37 - $416.88 $360 - $416
1 Added 0.03%
3,999 $1.45 Million
Q3 2024

Nov 14, 2024
SELL
$316.8 - $391.12 $47,520 - $58,668
-150 Reduced 3.62%
3,998 $1.56 Million
Q2 2024

Aug 13, 2024
SELL
$321.47 - $379.3 $33,432 - $39,447
-104 Reduced 2.45%
4,148 $1.38 Million
Q1 2024

May 08, 2024
SELL
$278.63 - $366.43 $4,736 - $6,229
-17 Reduced 0.4%
4,252 $1.56 Million
Q4 2023

Feb 02, 2024
BUY
$226.05 - $298.12 $103,756 - $136,837
459 Added 12.05%
4,269 $1.26 Million
Q3 2023

Nov 13, 2023
BUY
$240.58 - $288.65 $42,101 - $50,513
175 Added 4.81%
3,810 $1.04 Million
Q4 2022

Jan 19, 2023
BUY
$171.23 - $243.14 $856 - $1,215
5 Added 0.14%
3,635 $0
Q3 2022

Oct 21, 2022
SELL
$162.44 - $198.25 $487 - $594
-3 Reduced 0.08%
3,630 $596,000
Q2 2022

Jul 20, 2022
BUY
$178.67 - $235.08 $178 - $235
1 Added 0.03%
3,633 $649,000
Q1 2022

May 11, 2022
SELL
$182.83 - $229.87 $182 - $229
-1 Reduced 0.03%
3,632 $809,000
Q4 2021

Feb 07, 2022
BUY
$188.94 - $214.25 $188 - $214
1 Added 0.03%
3,633 $751,000
Q3 2021

Nov 12, 2021
BUY
$189.84 - $221.66 $2,847 - $3,324
15 Added 0.41%
3,632 $697,000
Q2 2021

Aug 06, 2021
BUY
$208.86 - $244.79 $24,645 - $28,885
118 Added 3.37%
3,617 $787,000
Q1 2021

May 14, 2021
SELL
$180.63 - $233.63 $2,167 - $2,803
-12 Reduced 0.34%
3,499 $811,000
Q4 2020

Feb 04, 2021
BUY
$146.71 - $182.21 $4,401 - $5,466
30 Added 0.86%
3,511 $639,000
Q3 2020

Nov 12, 2020
BUY
$125.73 - $153.87 $125 - $153
1 Added 0.03%
3,481 $519,000
Q2 2020

Aug 05, 2020
BUY
$104.48 - $137.72 $94,972 - $125,187
909 Added 35.36%
3,480 $440,000
Q4 2019

Feb 12, 2020
BUY
$117.97 - $148.5 $303,300 - $381,793
2,571 New
2,571 $379,000

Others Institutions Holding CAT

# of Institutions
3,495
Shares Held
336M
Call Options Held
6.66M
Put Options Held
7.18M
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 $277B
  • 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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