Gradient Capital Advisors, LLC Caterpillar Inc Transaction History

Gradient Capital Advisors, LLC

$329 Million
Q2 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 1,133 shares of CAT stock, worth $490,521. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,133

Previous 1,263 10.29%

Holding current value

$490,521

Previous $416,000 5.53%

% of portfolio

0.13%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$273.94 - $388.21 $35,612 - $50,467	-130 Reduced 10.29%	1,133 $439,000
Q1 2025 May 02, 2025	SELL	$326.75 - $407.63 $13,723 - $17,120	-42 Reduced 3.22%	1,263 $416,000
Q4 2024 Jan 29, 2025	SELL	$360.37 - $416.88 $6,486 - $7,503	-18 Reduced 1.36%	1,305 $473,000
Q3 2024 Oct 16, 2024	SELL	$316.8 - $391.12 $16,473 - $20,338	-52 Reduced 3.78%	1,323 $517,000
Q2 2024 Jul 19, 2024	SELL	$321.47 - $379.3 $34,718 - $40,964	-108 Reduced 7.28%	1,375 $458,000
Q1 2024 Apr 17, 2024	SELL	$278.63 - $366.43 $40,679 - $53,498	-146 Reduced 8.96%	1,483 $543,000
Q4 2023 Jan 31, 2024	SELL	$226.05 - $298.12 $19,440 - $25,638	-86 Reduced 5.01%	1,629 $481,000
Q3 2023 Oct 24, 2023	SELL	$240.58 - $288.65 $14,194 - $17,030	-59 Reduced 3.33%	1,715 $468,000
Q2 2023 Jul 18, 2023	BUY	$205.75 - $247.67 $3,703 - $4,458	18 Added 1.03%	1,774 $436,000
Q1 2023 Apr 17, 2023	BUY	$215.01 - $264.54 $215 - $264	1 Added 0.06%	1,756 $401,000
Q3 2022 Nov 04, 2022	SELL	$162.44 - $198.25 $35,249 - $43,020	-217 Reduced 11.0%	1,755 $288,000
Q2 2022 Jul 18, 2022	BUY	$178.67 - $235.08 $178 - $235	1 Added 0.05%	1,972 $352,000
Q1 2022 Apr 29, 2022	BUY	$182.83 - $229.87 $102,201 - $128,497	559 Added 39.59%	1,971 $439,000
Q3 2021 Nov 02, 2021	BUY	$189.84 - $221.66 $11,390 - $13,299	60 Added 4.44%	1,412 $271,000
Q2 2021 Aug 02, 2021	BUY	$208.86 - $244.79 $21,930 - $25,702	105 Added 8.42%	1,352 $294,000
Q1 2021 Apr 21, 2021	BUY	$180.63 - $233.63 $8,489 - $10,980	47 Added 3.92%	1,247 $289,000
Q4 2020 Jan 20, 2021	BUY	$146.71 - $182.21 $176,052 - $218,652	1,200 New	1,200 $218,000

Others Institutions Holding CAT

# of Institutions

3,326

Shares Held

336M

Call Options Held

6.94M

Put Options Held

6.24M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $229B
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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Gradient Capital Advisors, LLC Caterpillar Inc Transaction History