A detailed history of Embree Financial Group transactions in Caterpillar Inc stock. As of the latest transaction made, Embree Financial Group holds 817 shares of CAT stock, worth $406,743. This represents 0.05% of its overall portfolio holdings.

Number of Shares
817
Previous 646 26.47%
Holding current value
$406,743
Previous $213 Million 48.96%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jul 16, 2025

BUY
$273.94 - $388.21 $46,843 - $66,383
171 Added 26.47%
817 $317 Million
Q1 2025

Apr 22, 2025

SELL
$326.75 - $407.63 $87,895 - $109,652
-269 Reduced 29.4%
646 $213 Million
Q4 2024

Jan 21, 2025

SELL
$360.37 - $416.88 $50,091 - $57,946
-139 Reduced 13.19%
915 $332 Million
Q3 2024

Oct 18, 2024

BUY
$316.8 - $391.12 $333,907 - $412,240
1,054 New
1,054 $412 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 $263B
  • 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

Track Embree Financial Group Portfolio

Follow Embree Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Embree Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Embree Financial Group with notifications on news.