A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 122 shares of CAT stock, worth $64,007. This represents 0.0% of its overall portfolio holdings.

Number of Shares
122
Previous 74 64.86%
Holding current value
$64,007
Previous $28,000 107.14%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

BUY
$390.92 - $477.15 $18,764 - $22,903
48 Added 64.86%
122 $58,000
Q1 2025

Apr 17, 2025

BUY
$326.75 - $407.63 $3,921 - $4,891
12 Added 16.22%
86 $28,000
Q4 2024

Jul 17, 2025

SELL
$360.37 - $416.88 $4,324 - $5,002
-12 Reduced 13.95%
74 $26,000
Q4 2024

Feb 05, 2025

BUY
$360.37 - $416.88 $26,667 - $30,849
74 New
74 $26,000
Q1 2023

Apr 25, 2023

SELL
$215.01 - $264.54 $2,580 - $3,174
-12 Reduced 1.14%
1,041 $238,000
Q4 2022

Jan 25, 2023

BUY
$171.23 - $243.14 $180,305 - $256,026
1,053 New
1,053 $0
Q3 2021

Oct 29, 2021

SELL
$189.84 - $221.66 $176,361 - $205,922
-929 Closed
0 $0
Q2 2021

Jul 29, 2021

BUY
$208.86 - $244.79 $8,145 - $9,546
39 Added 4.38%
929 $202,000
Q1 2021

May 06, 2021

BUY
$180.63 - $233.63 $160,760 - $207,930
890 New
890 $206,000

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 $277B
  • 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

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.