A detailed history of Fermata Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Fermata Advisors, LLC holds 553 shares of CAT stock, worth $237,817. This represents 0.06% of its overall portfolio holdings.

Number of Shares
553
Previous 2,375 76.72%
Holding current value
$237,817
Previous $783,000 72.67%
% of portfolio
0.06%
Previous 0.16%

Shares

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

Jul 09, 2025

SELL
$273.94 - $388.21 $499,118 - $707,318
-1,822 Reduced 76.72%
553 $214,000
Q1 2025

Apr 10, 2025

BUY
$326.75 - $407.63 $177,752 - $221,750
544 Added 29.71%
2,375 $783,000
Q4 2024

Jan 14, 2025

BUY
$360.37 - $416.88 $659,837 - $763,307
1,831 New
1,831 $664,000

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 $227B
  • 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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