Financial Partners Group, Inc Caterpillar Inc Transaction History

Financial Partners Group, Inc

$693 Million
Q2 2025

A detailed history of Financial Partners Group, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Financial Partners Group, Inc holds 1,436 shares of CAT stock, worth $711,365. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,436

Previous 1,528 6.02%

Holding current value

$711,365

Previous $503,000 10.74%

% of portfolio

0.08%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$273.94 - $388.21 $25,202 - $35,715	-92 Reduced 6.02%	1,436 $557,000
Q1 2025 May 06, 2025	BUY	$326.75 - $407.63 $326 - $407	1 Added 0.07%	1,528 $503,000
Q4 2024 Jan 24, 2025	BUY	$360.37 - $416.88 $7,928 - $9,171	22 Added 1.46%	1,527 $553,000
Q3 2024 Oct 30, 2024	SELL	$316.8 - $391.12 $3,168 - $3,911	-10 Reduced 0.66%	1,505 $588,000
Q2 2024 Jul 19, 2024	BUY	$321.47 - $379.3 $17,037 - $20,102	53 Added 3.63%	1,515 $504,000
Q1 2024 May 07, 2024	BUY	$278.63 - $366.43 $3,064 - $4,030	11 Added 0.76%	1,462 $535,000
Q4 2023 Feb 09, 2024	BUY	$226.05 - $298.12 $452 - $596	2 Added 0.14%	1,451 $429,000
Q3 2023 Nov 13, 2023	SELL	$240.58 - $288.65 $9,382 - $11,257	-39 Reduced 2.62%	1,449 $395,000
Q2 2023 Aug 08, 2023	BUY	$205.75 - $247.67 $411 - $495	2 Added 0.13%	1,488 $366,000
Q1 2023 May 12, 2023	SELL	$215.01 - $264.54 $16,125 - $19,840	-75 Reduced 4.8%	1,486 $340,000
Q4 2022 Feb 14, 2023	BUY	$171.23 - $243.14 $29,622 - $42,063	173 Added 12.46%	1,561 $373,000
Q3 2022 Nov 14, 2022	SELL	$162.44 - $198.25 $8,771 - $10,705	-54 Reduced 3.74%	1,388 $228,000
Q2 2022 Aug 12, 2022	BUY	$178.67 - $235.08 $178 - $235	1 Added 0.07%	1,442 $258,000
Q1 2022 Apr 29, 2022	SELL	$182.83 - $229.87 $10,421 - $13,102	-57 Reduced 3.81%	1,441 $321,000
Q4 2021 Feb 10, 2022	SELL	$188.94 - $214.25 $7,179 - $8,141	-38 Reduced 2.47%	1,498 $302,000
Q3 2021 Nov 05, 2021	BUY	$189.84 - $221.66 $26,577 - $31,032	140 Added 10.03%	1,536 $295,000
Q2 2021 Aug 13, 2021	BUY	$208.86 - $244.79 $104,221 - $122,150	499 Added 55.63%	1,396 $304,000
Q1 2021 May 04, 2021	BUY	$180.63 - $233.63 $162,025 - $209,566	897 New	897 $208,000

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 $262B
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

Portfolio Update

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

News

Stay updated on Financial Partners Group, Inc with notifications on news.

Account

Financial Partners Group, Inc Caterpillar Inc Transaction History