Foundations Investment Advisors, LLC Caterpillar Inc Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,844 shares of CAT stock, worth $3.17 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,844

Previous 7,687 15.05%

Holding current value

$3.17 Million

Previous $2.79 Million 4.59%

% of portfolio

0.06%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$326.75 - $407.63 $378,049 - $471,627	1,157 Added 15.05%	8,844 $2.92 Million
Q4 2024 Jan 22, 2025	BUY	$360.37 - $416.88 $308,476 - $356,849	856 Added 12.53%	7,687 $2.79 Million
Q3 2024 Oct 21, 2024	BUY	$316.8 - $391.12 $176,140 - $217,462	556 Added 8.86%	6,831 $2.67 Million
Q2 2024 Aug 02, 2024	SELL	$321.47 - $379.3 $404,730 - $477,538	-1,259 Reduced 16.71%	6,275 $2.09 Million
Q1 2024 May 13, 2024	BUY	$278.63 - $366.43 $383,394 - $504,207	1,376 Added 22.34%	7,534 $2.76 Million
Q4 2023 Feb 08, 2024	BUY	$226.05 - $298.12 $14,919 - $19,675	66 Added 1.08%	6,158 $1.82 Million
Q3 2023 Oct 05, 2023	BUY	$240.58 - $288.65 $225,904 - $271,042	939 Added 18.22%	6,092 $1.66 Million
Q2 2023 Jul 19, 2023	BUY	$205.75 - $247.67 $88,884 - $106,993	432 Added 9.15%	5,153 $1.27 Million
Q1 2023 Apr 25, 2023	BUY	$215.01 - $264.54 $223,610 - $275,121	1,040 Added 28.25%	4,721 $1.08 Million
Q4 2022 Jan 11, 2023	BUY	$171.23 - $243.14 $153,935 - $218,582	899 Added 32.31%	3,681 $0
Q3 2022 Oct 19, 2022	SELL	$162.44 - $198.25 $23,391 - $28,548	-144 Reduced 4.92%	2,782 $456,000
Q2 2022 Jul 08, 2022	BUY	$178.67 - $235.08 $114,348 - $150,451	640 Added 28.0%	2,926 $504,000
Q1 2022 Apr 19, 2022	SELL	$182.83 - $229.87 $7,496 - $9,424	-41 Reduced 1.76%	2,286 $521,000
Q4 2021 Jan 21, 2022	SELL	$188.94 - $214.25 $18,705 - $21,210	-99 Reduced 4.08%	2,327 $518,000
Q3 2021 Oct 13, 2021	BUY	$189.84 - $221.66 $66,633 - $77,802	351 Added 16.92%	2,426 $467,000
Q2 2021 Jul 14, 2021	SELL	$208.86 - $244.79 $3,341 - $3,916	-16 Reduced 0.77%	2,075 $451,000
Q1 2021 Apr 09, 2021	SELL	$180.63 - $233.63 $29,984 - $38,782	-166 Reduced 7.35%	2,091 $482,000
Q4 2020 Jan 13, 2021	BUY	$146.71 - $182.21 $31,102 - $38,628	212 Added 10.37%	2,257 $438,000
Q2 2020 Jul 08, 2020	SELL	$104.48 - $137.72 $3,552 - $4,682	-34 Reduced 1.64%	2,045 $261,000
Q1 2020 Apr 06, 2020	BUY	$91.85 - $150.53 $18,645 - $30,557	203 Added 10.82%	2,079 $231,000
Q4 2019 Jan 09, 2020	SELL	$117.97 - $148.5 $14,392 - $18,117	-122 Reduced 6.11%	1,876 $278,000
Q3 2019 Oct 07, 2019	BUY	$113.38 - $139.64 $13,038 - $16,058	115 Added 6.11%	1,998 $240,000
Q2 2019 Jul 08, 2019	BUY	$119.81 - $143.36 $18,570 - $22,220	155 Added 8.97%	1,883 $255,000
Q4 2018 Feb 11, 2019	BUY	$112.34 - $158.22 $8,200 - $11,550	73 Added 4.41%	1,728 $228,000
Q3 2018 Nov 09, 2018	BUY	$132.02 - $156.38 $218,493 - $258,808	1,655 New	1,655 $252,000

Others Institutions Holding CAT

# of Institutions

3,269

Shares Held

332M

Call Options Held

6.85M

Put Options Held

6.13M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $189B
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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Foundations Investment Advisors, LLC Caterpillar Inc Transaction History