Journey Advisory Group, LLC Caterpillar Inc Transaction History

Journey Advisory Group, LLC

  • $1.25 Billion
  • Q2 2025

A detailed history of Journey Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Journey Advisory Group, LLC holds 4,749 shares of CAT stock, worth $2.57 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,749
Previous 4,788 0.81%
Holding current value
$2.57 Million
Previous $1.58 Million 16.72%
% of portfolio
0.15%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$273.94 - $388.21 $10,683 - $15,140
-39 Reduced 0.81%
4,749 $1.84 Million
Q1 2025

May 13, 2025
SELL
$326.75 - $407.63 $5,881 - $7,337
-18 Reduced 0.37%
4,788 $1.58 Million
Q3 2024

Nov 12, 2024
BUY
$316.8 - $391.12 $31,680 - $39,112
100 Added 2.12%
4,806 $1.88 Million
Q2 2024

Aug 02, 2024
SELL
$321.47 - $379.3 $32,147 - $37,930
-100 Reduced 2.08%
4,706 $1.57 Million
Q1 2024

May 09, 2024
BUY
$278.63 - $366.43 $229,312 - $301,571
823 Added 20.66%
4,806 $1.76 Million
Q4 2023

Feb 12, 2024
SELL
$226.05 - $298.12 $6,555 - $8,645
-29 Reduced 0.72%
3,983 $1.18 Million
Q3 2023

Nov 15, 2023
SELL
$240.58 - $288.65 $12,029 - $14,432
-50 Reduced 1.23%
4,012 $1.1 Million
Q2 2023

Aug 09, 2023
SELL
$205.75 - $247.67 $46,293 - $55,725
-225 Reduced 5.25%
4,062 $999,000
Q1 2023

May 04, 2023
BUY
$215.01 - $264.54 $69,018 - $84,917
321 Added 8.09%
4,287 $981,000
Q4 2022

Feb 07, 2023
SELL
$171.23 - $243.14 $34,246 - $48,628
-200 Reduced 4.8%
3,966 $949,000
Q3 2022

Nov 09, 2022
SELL
$162.44 - $198.25 $6,497 - $7,930
-40 Reduced 0.95%
4,166 $684,000
Q2 2022

Aug 02, 2022
BUY
$178.67 - $235.08 $160,981 - $211,807
901 Added 27.26%
4,206 $820,000
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $33,640 - $42,296
184 Added 5.9%
3,305 $736,000
Q4 2021

Feb 11, 2022
SELL
$188.94 - $214.25 $41,566 - $47,135
-220 Reduced 6.58%
3,121 $645,000
Q3 2021

Nov 12, 2021
SELL
$189.84 - $221.66 $106,310 - $124,129
-560 Reduced 14.36%
3,341 $641,000
Q2 2021

Aug 13, 2021
SELL
$208.86 - $244.79 $37,803 - $44,306
-181 Reduced 4.43%
3,901 $849,000
Q1 2021

May 11, 2021
SELL
$180.63 - $233.63 $5,418 - $7,008
-30 Reduced 0.73%
4,082 $947,000
Q4 2020

Jan 19, 2021
BUY
$146.71 - $182.21 $603,271 - $749,247
4,112 New
4,112 $748,000

Others Institutions Holding CAT

# of Institutions
3,467
Shares Held
336M
Call Options Held
6.66M
Put Options Held
7.18M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $286B
  • 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
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