Exchange Capital Management, Inc. Caterpillar Inc Transaction History

Exchange Capital Management, Inc.

$595 Million
Q2 2025

A detailed history of Exchange Capital Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Exchange Capital Management, Inc. holds 1,011 shares of CAT stock, worth $503,326. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,011

Previous 938 7.78%

Holding current value

$503,326

Previous $309,000 26.86%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$273.94 - $388.21 $19,997 - $28,339	73 Added 7.78%	1,011 $392,000
Q1 2025 May 01, 2025	SELL	$326.75 - $407.63 $15,684 - $19,566	-48 Reduced 4.87%	938 $309,000
Q3 2024 Nov 01, 2024	SELL	$316.8 - $391.12 $9,504 - $11,733	-30 Reduced 2.95%	986 $385,000
Q1 2024 Apr 18, 2024	BUY	$278.63 - $366.43 $8,916 - $11,725	32 Added 3.25%	1,016 $372,000
Q4 2023 Feb 08, 2024	BUY	$226.05 - $298.12 $13,563 - $17,887	60 Added 6.49%	984 $290,000
Q3 2023 Oct 30, 2023	SELL	$240.58 - $288.65 $13,231 - $15,875	-55 Reduced 5.62%	924 $252,000
Q1 2023 May 03, 2023	BUY	$215.01 - $264.54 $5,590 - $6,878	26 Added 2.73%	979 $224,000
Q4 2022 Jan 31, 2023	BUY	$171.23 - $243.14 $163,182 - $231,712	953 New	953 $228,000
Q2 2022 Jul 28, 2022	SELL	$178.67 - $235.08 $197,073 - $259,293	-1,103 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$182.83 - $229.87 $33,275 - $41,836	-182 Reduced 14.16%	1,103 $246,000
Q4 2021 Jan 27, 2022	BUY	$188.94 - $214.25 $7,935 - $8,998	42 Added 3.38%	1,285 $266,000
Q2 2021 Aug 05, 2021	SELL	$208.86 - $244.79 $31,329 - $36,718	-150 Reduced 10.77%	1,243 $271,000
Q1 2021 May 10, 2021	SELL	$180.63 - $233.63 $64,123 - $82,938	-355 Reduced 20.31%	1,393 $323,000
Q4 2020 Feb 05, 2021	BUY	$146.71 - $182.21 $256,449 - $318,503	1,748 New	1,748 $318,000
Q4 2018 Feb 01, 2019	SELL	$112.34 - $158.22 $5,617 - $7,911	-50 Closed	0 $0
Q1 2018 May 03, 2018	BUY	$144.29 - $170.89 $7,214 - $8,544	50 New	50 $7,000
Q4 2017 Feb 05, 2018	SELL	$124.72 - $158.42 $15,590 - $19,802	-125 Closed	0 $0
Q3 2017 Nov 02, 2017	BUY	$112.85 - $125.23 $14,106 - $15,653	125	125 $16,000

Others Institutions Holding CAT

# of Institutions

3,436

Shares Held

336M

Call Options Held

6.67M

Put Options Held

7.2M

View Full List

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...

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Exchange Capital Management, Inc. Caterpillar Inc Transaction History