Hm Payson & CO Caterpillar Inc Transaction History

Hm Payson & CO

$6.76 Billion
Q3 2025

A detailed history of Hm Payson & CO transactions in Caterpillar Inc stock. As of the latest transaction made, Hm Payson & CO holds 125,093 shares of CAT stock, worth $68.5 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

125,093

Previous 155,871 19.75%

Holding current value

$68.5 Million

Previous $51.4 Million 16.11%

% of portfolio

0.88%

Previous 0.92%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$390.92 - $477.15 $12 Million - $14.7 Million	-30,778 Reduced 19.75%	125,093 $59.7 Million
Q2 2025 Oct 17, 2025	BUY	$273.94 - $388.21 $3.54 Million - $5.02 Million	12,933 Added 10.34%	138,026 $53.6 Million
Q1 2025 Apr 29, 2025	BUY	$326.75 - $407.63 $8.64 Million - $10.8 Million	26,430 Added 20.42%	155,871 $51.4 Million
Q4 2024 Feb 07, 2025	SELL	$360.37 - $416.88 $456,949 - $528,603	-1,268 Reduced 0.97%	129,441 $47 Million
Q3 2024 Oct 28, 2024	BUY	$316.8 - $391.12 $24.2 Million - $29.8 Million	76,260 Added 140.06%	130,709 $51.1 Million
Q2 2024 Aug 13, 2024	BUY	$321.47 - $379.3 $15.8 Million - $18.6 Million	49,064 Added 911.12%	54,449 $18.1 Million
Q1 2024 Jun 20, 2024	BUY	$278.63 - $366.43 $557 - $732	2 Added 0.04%	5,385 $1.97 Million
Q4 2023 Feb 13, 2024	SELL	$226.05 - $298.12 $2,034 - $2,683	-9 Reduced 0.17%	5,383 $1.59 Million
Q3 2023 Nov 06, 2023	BUY	$240.58 - $288.65 $26,223 - $31,462	109 Added 2.06%	5,392 $1.47 Million
Q2 2023 Jul 17, 2023	BUY	$205.75 - $247.67 $22,015 - $26,500	107 Added 2.07%	5,283 $1.3 Million
Q1 2023 Apr 18, 2023	SELL	$215.01 - $264.54 $215 - $264	-1 Reduced 0.02%	5,176 $1.18 Million
Q4 2022 Feb 06, 2023	BUY	$171.23 - $243.14 $856 - $1,215	5 Added 0.1%	5,177 $1.24 Million
Q3 2022 Oct 25, 2022	SELL	$162.44 - $198.25 $13,482 - $16,454	-83 Reduced 1.58%	5,172 $849,000
Q2 2022 Aug 15, 2022	SELL	$178.67 - $235.08 $8,397 - $11,048	-47 Reduced 0.89%	5,255 $939,000
Q1 2022 May 12, 2022	SELL	$182.83 - $229.87 $16,089 - $20,228	-88 Reduced 1.63%	5,302 $1.18 Million
Q4 2021 Feb 15, 2022	SELL	$188.94 - $214.25 $32,308 - $36,636	-171 Reduced 3.07%	5,390 $1.11 Million
Q3 2021 Nov 30, 2021	SELL	$189.84 - $221.66 $13,288 - $15,516	-70 Reduced 1.24%	5,561 $1.07 Million
Q2 2021 Aug 17, 2021	BUY	$208.86 - $244.79 $129,493 - $151,769	620 Added 12.37%	5,631 $1.23 Million
Q1 2021 Jun 15, 2021	BUY	$180.63 - $233.63 $18,424 - $23,830	102 Added 2.08%	5,011 $1.16 Million
Q4 2020 Mar 10, 2021	SELL	$146.71 - $182.21 $215,076 - $267,119	-1,466 Reduced 23.0%	4,909 $894,000
Q3 2020 Dec 21, 2020	SELL	$125.73 - $153.87 $53,435 - $65,394	-425 Reduced 6.25%	6,375 $951,000
Q2 2020 Aug 13, 2020	SELL	$104.48 - $137.72 $34,373 - $45,309	-329 Reduced 4.61%	6,800 $860,000
Q1 2020 Jul 01, 2020	SELL	$91.85 - $150.53 $422,234 - $691,986	-4,597 Reduced 39.2%	7,129 $827,000
Q4 2019 Feb 18, 2020	BUY	$117.97 - $148.5 $11,797 - $14,850	100 Added 0.86%	11,726 $1.73 Million
Q2 2019 Aug 15, 2019	SELL	$119.81 - $143.36 $634,993 - $759,808	-5,300 Reduced 31.31%	11,626 $1.59 Million
Q1 2019 Jul 31, 2019	BUY	$121.51 - $141.41 $2.03 Million - $2.37 Million	16,731 Added 8580.0%	16,926 $2.29 Million
Q4 2018 Feb 15, 2019	SELL	$112.34 - $158.22 $1.88 Million - $2.65 Million	-16,747 Reduced 98.85%	195 $25,000
Q3 2018 Nov 30, 2018	SELL	$132.02 - $156.38 $58,748 - $69,589	-445 Reduced 2.56%	16,942 $2.58 Million
Q2 2018 Aug 27, 2018	BUY	$134.61 - $158.92 $2.34 Million - $2.76 Million	17,387 New	17,387 $2.36 Million
Q1 2018 May 14, 2018	SELL	$144.29 - $170.89 $2.28 Million - $2.7 Million	-15,818 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	$124.72 - $158.42 $68,596 - $87,131	550 Added 3.6%	15,818 $2.49 Million
Q3 2017 Nov 06, 2017	BUY	$112.85 - $125.23 $1.72 Million - $1.91 Million	15,268	15,268 $1.9 Million

Others Institutions Holding CAT

# of Institutions

3,545

Shares Held

337M

Call Options Held

6.88M

Put Options Held

7.17M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $289B
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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