Doliver Advisors, LP Caterpillar Inc Transaction History

Doliver Advisors, LP

$337 Million
Q1 2025

A detailed history of Doliver Advisors, LP transactions in Caterpillar Inc stock. As of the latest transaction made, Doliver Advisors, LP holds 2,014 shares of CAT stock, worth $617,190. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,014

Previous 1,518 32.67%

Holding current value

$617,190

Previous $550,000 20.73%

% of portfolio

0.2%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$326.75 - $407.63 $162,068 - $202,184	496 Added 32.67%	2,014 $664,000
Q3 2024 Oct 02, 2024	BUY	$316.8 - $391.12 $10,454 - $12,906	33 Added 2.22%	1,518 $593,000
Q2 2024 Jul 12, 2024	SELL	$321.47 - $379.3 $9,001 - $10,620	-28 Reduced 1.85%	1,485 $494,000
Q1 2024 Apr 12, 2024	SELL	$278.63 - $366.43 $1,950 - $2,565	-7 Reduced 0.46%	1,513 $554,000
Q4 2023 Jan 03, 2024	SELL	$226.05 - $298.12 $26,221 - $34,581	-116 Reduced 7.09%	1,520 $449,000
Q3 2023 Oct 10, 2023	SELL	$240.58 - $288.65 $38,252 - $45,895	-159 Reduced 8.86%	1,636 $446,000
Q2 2023 Aug 07, 2023	BUY	$205.75 - $247.67 $58,021 - $69,842	282 Added 18.64%	1,795 $441,000
Q1 2023 May 12, 2023	SELL	$215.01 - $264.54 $6,450 - $7,936	-30 Reduced 1.94%	1,513 $346,000
Q4 2022 Feb 07, 2023	SELL	$171.23 - $243.14 $1,712 - $2,431	-10 Reduced 0.64%	1,543 $369,000
Q3 2022 Nov 09, 2022	BUY	$162.44 - $198.25 $252,269 - $307,882	1,553 New	1,553 $255,000
Q2 2022 Aug 15, 2022	SELL	$178.67 - $235.08 $211,009 - $277,629	-1,181 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$182.83 - $229.87 $215,922 - $271,476	1,181 New	1,181 $263,000

Others Institutions Holding CAT

# of Institutions

3,269

Shares Held

341M

Call Options Held

5.53M

Put Options Held

6.88M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $162B
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...

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Doliver Advisors, LP Caterpillar Inc Transaction History