Goelzer Investment Management, Inc. Caterpillar Inc Transaction History

Goelzer Investment Management, Inc.

$1.71 Billion
Q1 2025

A detailed history of Goelzer Investment Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 24,485 shares of CAT stock, worth $8.56 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

24,485

Previous 15,520 57.76%

Holding current value

$8.56 Million

Previous $5.12 Million 57.78%

% of portfolio

0.47%

Previous 0.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$326.75 - $407.63 $2.93 Million - $3.65 Million	8,965 Added 57.76%	24,485 $8.08 Million
Q1 2025 Apr 22, 2025	SELL	$326.75 - $407.63 $38,883 - $48,507	-119 Reduced 0.76%	15,520 $5.12 Million
Q4 2024 Jan 21, 2025	BUY	$360.37 - $416.88 $142,346 - $164,667	395 Added 2.59%	15,639 $5.67 Million
Q3 2024 Oct 04, 2024	SELL	$316.8 - $391.12 $48,470 - $59,841	-153 Reduced 0.99%	15,244 $5.96 Million
Q2 2024 Aug 09, 2024	SELL	$321.47 - $379.3 $1,607 - $1,896	-5 Reduced 0.03%	15,397 $5.13 Million
Q1 2024 May 01, 2024	SELL	$278.63 - $366.43 $55,726 - $73,286	-200 Reduced 1.28%	15,402 $5.64 Million
Q4 2023 Feb 07, 2024	BUY	$226.05 - $298.12 $111,216 - $146,675	492 Added 3.26%	15,602 $4.61 Million
Q3 2023 Nov 13, 2023	SELL	$240.58 - $288.65 $15,156 - $18,184	-63 Reduced 0.42%	15,110 $4.13 Million
Q2 2023 Jul 26, 2023	SELL	$205.75 - $247.67 $62,136 - $74,796	-302 Reduced 1.95%	15,173 $3.73 Million
Q1 2023 Apr 27, 2023	SELL	$215.01 - $264.54 $100,409 - $123,540	-467 Reduced 2.93%	15,475 $3.54 Million
Q4 2022 Jan 20, 2023	BUY	$171.23 - $243.14 $682,009 - $968,426	3,983 Added 33.31%	15,942 $0
Q3 2022 Nov 10, 2022	SELL	$162.44 - $198.25 $46,620 - $56,897	-287 Reduced 2.34%	11,959 $1.96 Million
Q2 2022 Aug 01, 2022	BUY	$178.67 - $235.08 $185,102 - $243,542	1,036 Added 9.24%	12,246 $2.19 Million
Q1 2022 May 10, 2022	BUY	$182.83 - $229.87 $152,845 - $192,171	836 Added 8.06%	11,210 $2.5 Million
Q4 2021 Feb 11, 2022	BUY	$188.94 - $214.25 $1.96 Million - $2.22 Million	10,374 New	10,374 $2.15 Million

Others Institutions Holding CAT

# of Institutions

3,265

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 $184B
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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Goelzer Investment Management, Inc. Caterpillar Inc Transaction History