Lpl Financial LLC Caterpillar Inc Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lpl Financial LLC holds 940,372 shares of CAT stock, worth $374 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
940,372
Previous 909,922 3.35%
Holding current value
$374 Million
Previous $330 Million 6.04%
% of portfolio
0.13%
Previous 0.14%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$326.75 - $407.63 $9.95 Million - $12.4 Million
30,450 Added 3.35%
940,372 $310 Million
Q4 2024

Feb 11, 2025
BUY
$360.37 - $416.88 $10.9 Million - $12.6 Million
30,284 Added 3.44%
909,922 $330 Million
Q3 2024

Nov 08, 2024
BUY
$316.8 - $391.12 $13.8 Million - $17.1 Million
43,594 Added 5.21%
879,638 $344 Million
Q2 2024

Aug 07, 2024
BUY
$321.47 - $379.3 $19.2 Million - $22.7 Million
59,824 Added 7.71%
836,044 $278 Million
Q1 2024

May 10, 2024
SELL
$278.63 - $366.43 $2.65 Million - $3.49 Million
-9,526 Reduced 1.21%
776,220 $284 Million
Q4 2023

Feb 14, 2024
BUY
$226.05 - $298.12 $5.74 Million - $7.57 Million
25,380 Added 3.34%
785,746 $232 Million
Q3 2023

Nov 13, 2023
BUY
$240.58 - $288.65 $8.9 Million - $10.7 Million
36,984 Added 5.11%
760,366 $208 Million
Q2 2023

Jul 31, 2023
BUY
$205.75 - $247.67 $7.5 Million - $9.03 Million
36,443 Added 5.31%
723,382 $178 Million
Q1 2023

May 10, 2023
BUY
$215.01 - $264.54 $4.66 Million - $5.74 Million
21,694 Added 3.26%
686,939 $157 Million
Q4 2022

Feb 07, 2023
SELL
$171.23 - $243.14 $6.09 Million - $8.65 Million
-35,591 Reduced 5.08%
665,245 $159 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $10.4 Million - $12.7 Million
64,206 Added 10.09%
700,836 $115 Million
Q2 2022

Aug 12, 2022
BUY
$178.67 - $235.08 $420,410 - $553,143
2,353 Added 0.37%
636,630 $114 Million
Q1 2022

May 16, 2022
BUY
$182.83 - $229.87 $557,814 - $701,333
3,051 Added 0.48%
634,277 $141 Million
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $8.91 Million - $10.1 Million
47,174 Added 8.08%
631,226 $131 Million
Q3 2021

Nov 15, 2021
SELL
$189.84 - $221.66 $1.87 Million - $2.19 Million
-9,871 Reduced 1.66%
584,052 $112 Million
Q2 2021

Aug 13, 2021
BUY
$208.86 - $244.79 $6.52 Million - $7.64 Million
31,212 Added 5.55%
593,923 $129 Million
Q1 2021

May 14, 2021
BUY
$180.63 - $233.63 $5.5 Million - $7.11 Million
30,440 Added 5.72%
562,711 $130 Million
Q4 2020

Feb 12, 2021
BUY
$146.71 - $182.21 $3.53 Million - $4.38 Million
24,031 Added 4.73%
532,271 $96.9 Million
Q3 2020

Nov 09, 2020
BUY
$125.73 - $153.87 $2.28 Million - $2.79 Million
18,159 Added 3.71%
508,240 $75.8 Million
Q2 2020

Aug 13, 2020
BUY
$104.48 - $137.72 $10.3 Million - $13.6 Million
98,914 Added 25.29%
490,081 $62 Million
Q1 2020

May 14, 2020
SELL
$91.85 - $150.53 $102,137 - $167,389
-1,112 Reduced 0.28%
391,167 $45.4 Million
Q4 2019

Feb 14, 2020
SELL
$117.97 - $148.5 $216,710 - $272,794
-1,837 Reduced 0.47%
392,279 $57.9 Million
Q3 2019

Nov 13, 2019
SELL
$113.38 - $139.64 $651,254 - $802,092
-5,744 Reduced 1.44%
394,116 $49.8 Million
Q2 2019

Aug 09, 2019
BUY
$119.81 - $143.36 $2.56 Million - $3.06 Million
21,346 Added 5.64%
399,860 $54.5 Million
Q1 2019

May 08, 2019
BUY
$121.51 - $141.41 $3.98 Million - $4.63 Million
32,720 Added 9.46%
378,514 $51.3 Million
Q4 2018

Feb 07, 2019
BUY
$112.34 - $158.22 $2.18 Million - $3.07 Million
19,425 Added 5.95%
345,794 $43.9 Million
Q3 2018

Nov 14, 2018
BUY
$132.02 - $156.38 $4.18 Million - $4.95 Million
31,630 Added 10.73%
326,369 $49.8 Million
Q2 2018

Aug 14, 2018
SELL
$134.61 - $158.92 $975,249 - $1.15 Million
-7,245 Reduced 2.4%
294,739 $40 Million
Q1 2018

May 15, 2018
BUY
$144.29 - $170.89 $6.83 Million - $8.09 Million
47,332 Added 18.59%
301,984 $44.5 Million
Q4 2017

Feb 14, 2018
BUY
$124.72 - $158.42 $4.17 Million - $5.3 Million
33,454 Added 15.12%
254,652 $40.1 Million
Q3 2017

Nov 14, 2017
BUY
$112.85 - $125.23 $2.41 Million - $2.67 Million
21,343 Added 10.68%
221,198 $27.6 Million
Q2 2017

Aug 14, 2017
BUY
N/A
199,855
199,855 $21.5 Million

Others Institutions Holding CAT

# of Institutions
3,270
Shares Held
332M
Call Options Held
6.85M
Put Options Held
6.13M
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 $210B
  • 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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