Jnba Financial Advisors Caterpillar Inc Transaction History

Jnba Financial Advisors

$1.09 Billion
Q3 2025

A detailed history of Jnba Financial Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Jnba Financial Advisors holds 239 shares of CAT stock, worth $131,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares

239

Previous 339 29.5%

Holding current value

$131,939

Previous $131,000 12.98%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$390.92 - $477.15 $39,092 - $47,715	-100 Reduced 29.5%	239 $114,000
Q1 2025 Apr 25, 2025	BUY	$326.75 - $407.63 $32,675 - $40,763	100 Added 41.84%	339 $111,000
Q4 2024 Jan 30, 2025	SELL	$360.37 - $416.88 $2,522 - $2,918	-7 Reduced 2.85%	239 $86,000
Q3 2023 Nov 02, 2023	BUY	$240.58 - $288.65 $6,495 - $7,793	27 Added 12.33%	246 $67,000
Q1 2023 May 01, 2023	SELL	$215.01 - $264.54 $21,501 - $26,454	-100 Reduced 31.35%	219 $50,000

Q3 2022 Nov 07, 2022	SELL	$162.44 - $198.25 $4,548 - $5,551	-28 Reduced 8.07%	319 $52,000
Q2 2022 Jul 22, 2022	BUY	$178.67 - $235.08 $4,288 - $5,641	24 Added 7.43%	347 $62,000
Q1 2022 Apr 29, 2022	BUY	$182.83 - $229.87 $731 - $919	4 Added 1.25%	323 $72,000
Q1 2020 May 01, 2020	SELL	$91.85 - $150.53 $1,010 - $1,655	-11 Reduced 3.33%	319 $37,000
Q4 2019 Feb 10, 2020	BUY	$117.97 - $148.5 $13,094 - $16,483	111 Added 50.68%	330 $49,000
Q3 2019 Nov 01, 2019	SELL	$113.38 - $139.64 $20,521 - $25,274	-181 Reduced 45.25%	219 $28,000
Q2 2019 Jul 26, 2019	BUY	$119.81 - $143.36 $11,981 - $14,336	100 Added 33.33%	400 $55,000
Q4 2018 Feb 07, 2019	SELL	$112.34 - $158.22 $66,280 - $93,349	-590 Reduced 66.29%	300 $38,000
Q3 2018 Nov 01, 2018	BUY	$132.02 - $156.38 $36,569 - $43,317	277 Added 45.19%	890 $136,000
Q2 2018 Jul 17, 2018	BUY	$134.61 - $158.92 $6,057 - $7,151	45 Added 7.92%	613 $83,000
Q1 2018 May 07, 2018	BUY	$144.29 - $170.89 $38,669 - $45,798	268 Added 89.33%	568 $568,000
Q2 2017 Aug 14, 2017	BUY	N/A	300	300 $32,000

Others Institutions Holding CAT

# of Institutions

3,621

Shares Held

338M

Call Options Held

7.64M

Put Options Held

7.64M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $291B
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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Jnba Financial Advisors Caterpillar Inc Transaction History