New Edge Advisors, LLC Caterpillar Inc Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, New Edge Advisors, LLC holds 209,753 shares of CAT stock, worth $116 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
209,753
Previous 216,659 3.19%
Holding current value
$116 Million
Previous $84.1 Million 18.99%
% of portfolio
0.49%
Previous 0.46%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$390.92 - $477.15 $2.7 Million - $3.3 Million
-6,906 Reduced 3.19%
209,753 $100 Million
Q2 2025

Aug 14, 2025
BUY
$273.94 - $388.21 $3.16 Million - $4.47 Million
11,523 Added 5.62%
216,659 $84.1 Million
Q1 2025

May 15, 2025
BUY
$326.75 - $407.63 $6.29 Million - $7.84 Million
19,240 Added 10.35%
205,136 $67.7 Million
Q4 2024

Feb 13, 2025
SELL
$360.37 - $416.88 $2.72 Million - $3.15 Million
-7,551 Reduced 3.9%
185,896 $67.4 Million
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $723,571 - $893,318
2,284 Added 1.19%
193,447 $75.7 Million
Q2 2024

Aug 15, 2024
BUY
$321.47 - $379.3 $3.7 Million - $4.37 Million
11,524 Added 6.42%
191,163 $63.7 Million
Q1 2024

May 14, 2024
BUY
$278.63 - $366.43 $1.55 Million - $2.03 Million
5,549 Added 3.19%
179,639 $65.8 Million
Q4 2023

Feb 13, 2024
BUY
$226.05 - $298.12 $1.16 Million - $1.53 Million
5,131 Added 3.04%
174,090 $51.5 Million
Q3 2023

Nov 14, 2023
BUY
$240.58 - $288.65 $24.4 Million - $29.3 Million
101,569 Added 150.72%
168,959 $46.1 Million
Q2 2023

Aug 14, 2023
BUY
$205.75 - $247.67 $1.61 Million - $1.94 Million
7,822 Added 13.13%
67,390 $16.6 Million
Q1 2023

May 12, 2023
BUY
$215.01 - $264.54 $340,790 - $419,295
1,585 Added 2.73%
59,568 $13.6 Million
Q4 2022

Feb 14, 2023
BUY
$171.23 - $243.14 $551,189 - $782,667
3,219 Added 5.88%
57,983 $13.9 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $124,429 - $151,859
766 Added 1.42%
54,764 $8.99 Million
Q2 2022

Aug 09, 2022
BUY
$178.67 - $235.08 $767,030 - $1.01 Million
4,293 Added 8.64%
53,998 $9.65 Million
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $379,555 - $477,210
2,076 Added 4.36%
49,705 $11.1 Million
Q4 2021

Feb 17, 2022
BUY
$188.94 - $214.25 $3.42 Million - $3.88 Million
18,120 Added 61.4%
47,629 $9.85 Million
Q3 2021

Oct 29, 2021
BUY
$189.84 - $221.66 $719,873 - $840,534
3,792 Added 14.75%
29,509 $5.67 Million
Q2 2021

Jul 22, 2021
BUY
$208.86 - $244.79 $265,043 - $310,638
1,269 Added 5.19%
25,717 $5.6 Million
Q1 2021

Apr 26, 2021
BUY
$180.63 - $233.63 $312,128 - $403,712
1,728 Added 7.61%
24,448 $5.67 Million
Q4 2020

Jan 27, 2021
SELL
$146.71 - $182.21 $1.36 Million - $1.69 Million
-9,255 Reduced 28.94%
22,720 $4.14 Million
Q3 2020

Nov 03, 2020
BUY
$125.73 - $153.87 $178,033 - $217,879
1,416 Added 4.63%
31,975 $4.77 Million
Q2 2020

Jul 29, 2020
BUY
$104.48 - $137.72 $10,865 - $14,322
104 Added 0.34%
30,559 $3.87 Million
Q1 2020

May 04, 2020
BUY
$91.85 - $150.53 $234,952 - $385,055
2,558 Added 9.17%
30,455 $3.53 Million
Q4 2019

Jan 31, 2020
BUY
$117.97 - $148.5 $669,361 - $842,589
5,674 Added 25.53%
27,897 $4.12 Million
Q3 2019

Nov 06, 2019
BUY
$113.38 - $139.64 $750,915 - $924,835
6,623 Added 42.46%
22,223 $2.84 Million
Q2 2019

Aug 05, 2019
SELL
$119.81 - $143.36 $12,819 - $15,339
-107 Reduced 0.68%
15,600 $2.13 Million
Q1 2019

May 14, 2019
SELL
$121.51 - $141.41 $12,880 - $14,989
-106 Reduced 0.67%
15,707 $2.13 Million
Q1 2019

May 09, 2019
BUY
$121.51 - $141.41 $543,271 - $632,244
4,471 Added 39.42%
15,813 $16,000
Q4 2018

Jan 29, 2019
BUY
$112.34 - $158.22 $18,985 - $26,739
169 Added 1.51%
11,342 $1.44 Million
Q3 2018

Oct 29, 2018
BUY
$132.02 - $156.38 $286,087 - $338,875
2,167 Added 24.06%
11,173 $1.7 Million
Q2 2018

Jul 19, 2018
BUY
$134.61 - $158.92 $501,960 - $592,612
3,729 Added 70.67%
9,006 $1.23 Million
Q1 2018

May 11, 2018
BUY
$144.29 - $170.89 $146,165 - $173,111
1,013 Added 23.76%
5,277 $759,000
Q4 2017

Feb 08, 2018
BUY
$124.72 - $158.42 $312,423 - $396,842
2,505 Added 142.41%
4,264 $708,000
Q3 2017

Nov 13, 2017
BUY
$112.85 - $125.23 $108,223 - $120,095
959 Added 119.88%
1,759 $223,000
Q2 2017

Aug 16, 2017
BUY
N/A
800
800 $0

Others Institutions Holding CAT

# of Institutions
3,619
Shares Held
338M
Call Options Held
7.41M
Put Options Held
7.35M
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 $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...
More about CAT
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