Moneta Group Investment Advisors LLC Caterpillar Inc Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 10,943 shares of CAT stock, worth $4.71 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,943
Previous 11,071 1.16%
Holding current value
$4.71 Million
Previous $4.02 Million 10.13%
% of portfolio
0.05%
Previous 0.06%

Shares

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

May 15, 2025
SELL
$326.75 - $407.63 $41,824 - $52,176
-128 Reduced 1.16%
10,943 $3.61 Million
Q4 2024

Feb 11, 2025
SELL
$360.37 - $416.88 $62,344 - $72,120
-173 Reduced 1.54%
11,071 $4.02 Million
Q3 2024

Nov 12, 2024
BUY
$316.8 - $391.12 $22,492 - $27,769
71 Added 0.64%
11,244 $4.4 Million
Q2 2024

Aug 13, 2024
BUY
$321.47 - $379.3 $202,526 - $238,959
630 Added 5.98%
11,173 $3.72 Million
Q1 2024

Aug 13, 2024
BUY
$278.63 - $366.43 $537,477 - $706,843
1,929 Added 22.39%
10,543 $3.86 Million
Q4 2023

Feb 15, 2024
SELL
$226.05 - $298.12 $72,562 - $95,696
-321 Reduced 3.59%
8,614 $2.55 Million
Q3 2023

Nov 15, 2023
BUY
$240.58 - $288.65 $6,495 - $7,793
27 Added 0.3%
8,935 $2.44 Million
Q2 2023

Aug 15, 2023
SELL
$205.75 - $247.67 $63,576 - $76,530
-309 Reduced 3.35%
8,908 $2.19 Million
Q1 2023

May 15, 2023
BUY
$215.01 - $264.54 $50,097 - $61,637
233 Added 2.59%
9,217 $2.11 Million
Q4 2022

Feb 16, 2023
SELL
$171.23 - $243.14 $136,984 - $194,512
-800 Reduced 8.18%
8,984 $2.15 Million
Q4 2022

Feb 16, 2023
SELL
$171.23 - $243.14 $1.67 Billion - $2.38 Billion
-9,774,233 Reduced 99.9%
9,784 $2.34 Million
Q4 2022

Feb 15, 2023
BUY
$171.23 - $243.14 $1.67 Billion - $2.38 Billion
9,776,533 Added 130632.46%
9,784,017 $2.34 Billion
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $359,154 - $438,330
-2,211 Reduced 22.81%
7,484 $1.23 Million
Q2 2022

Aug 15, 2022
BUY
$178.67 - $235.08 $96,481 - $126,943
540 Added 5.9%
9,695 $1.73 Million
Q1 2022

May 11, 2022
BUY
$182.83 - $229.87 $410,087 - $515,598
2,243 Added 32.45%
9,155 $2.04 Million
Q4 2021

Feb 11, 2022
SELL
$188.94 - $214.25 $32,497 - $36,851
-172 Reduced 2.43%
6,912 $1.43 Million
Q3 2021

Nov 12, 2021
BUY
$189.84 - $221.66 $298,998 - $349,114
1,575 Added 28.59%
7,084 $1.36 Million
Q2 2021

Aug 13, 2021
BUY
$208.86 - $244.79 $134,505 - $157,644
644 Added 13.24%
5,509 $1.2 Million
Q1 2021

May 14, 2021
BUY
$180.63 - $233.63 $320,076 - $413,992
1,772 Added 57.29%
4,865 $1.13 Million
Q4 2020

Feb 12, 2021
SELL
$146.71 - $182.21 $21,272 - $26,420
-145 Reduced 4.48%
3,093 $563,000
Q3 2020

Nov 13, 2020
SELL
$125.73 - $153.87 $118,689 - $145,253
-944 Reduced 22.57%
3,238 $483,000
Q2 2020

Aug 12, 2020
BUY
$104.48 - $137.72 $53,389 - $70,374
511 Added 13.92%
4,182 $529,000
Q1 2020

May 13, 2020
BUY
$91.85 - $150.53 $74,674 - $122,380
813 Added 28.45%
3,671 $426,000
Q4 2019

Feb 11, 2020
BUY
$117.97 - $148.5 $21,470 - $27,027
182 Added 6.8%
2,858 $422,000
Q3 2019

Nov 12, 2019
BUY
$113.38 - $139.64 $17,233 - $21,225
152 Added 6.02%
2,676 $338,000
Q2 2019

Aug 16, 2019
SELL
$119.81 - $143.36 $1.44 Million - $1.72 Million
-11,994 Reduced 82.61%
2,524 $344,000
Q2 2019

Aug 13, 2019
BUY
$119.81 - $143.36 $1.1 Million - $1.31 Million
9,152 Added 170.56%
14,518 $344,000
Q1 2019

May 16, 2019
SELL
$121.51 - $141.41 $1.79 Million - $2.09 Million
-14,746 Reduced 73.32%
5,366 $727,000
Q1 2019

May 15, 2019
BUY
$121.51 - $141.41 $2.15 Million - $2.51 Million
17,727 Added 743.27%
20,112 $727,000
Q4 2018

Feb 11, 2019
SELL
$112.34 - $158.22 $147,277 - $207,426
-1,311 Reduced 35.47%
2,385 $303,000
Q3 2018

Nov 13, 2018
SELL
$132.02 - $156.38 $179,019 - $212,051
-1,356 Reduced 26.84%
3,696 $564,000
Q2 2018

Aug 15, 2018
SELL
$134.61 - $158.92 $33.7 Million - $39.8 Million
-250,444 Reduced 98.02%
5,052 $685,000
Q2 2018

Aug 15, 2018
SELL
$134.61 - $158.92 $48,459 - $57,211
-360 Reduced 0.14%
255,496 $685,000
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $34.1 Million - $40.2 Million
253,231 Added 9646.9%
255,856 $732,000
Q1 2018

May 14, 2018
BUY
$144.29 - $170.89 $147,897 - $175,162
1,025 Added 64.06%
2,625 $387,000
Q4 2017

Feb 13, 2018
BUY
$124.72 - $158.42 $199,552 - $253,471
1,600
1,600 $252,000

Others Institutions Holding CAT

# of Institutions
3,326
Shares Held
336M
Call Options Held
6.94M
Put Options Held
6.24M
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 $227B
  • 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 Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email