Phoenix Holdings Ltd. Caterpillar Inc Transaction History

Phoenix Holdings Ltd.

  • $7.37 Billion
  • Q3 2025

A detailed history of Phoenix Holdings Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Phoenix Holdings Ltd. holds 11,997 shares of CAT stock, worth $6.76 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,997
Previous 8,039 49.23%
Holding current value
$6.76 Million
Previous $3.12 Million 83.46%
% of portfolio
0.08%
Previous 0.04%

Shares

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

Nov 03, 2025
BUY
$390.92 - $477.15 $1.55 Million - $1.89 Million
3,958 Added 49.23%
11,997 $5.72 Million
Q2 2025

Jul 30, 2025
BUY
$273.94 - $388.21 $731,693 - $1.04 Million
2,671 Added 49.76%
8,039 $3.12 Million
Q1 2025

May 07, 2025
BUY
$326.75 - $407.63 $871,442 - $1.09 Million
2,667 Added 98.74%
5,368 $1.77 Million
Q4 2024

Feb 13, 2025
BUY
$360.37 - $416.88 $214,780 - $248,460
596 Added 28.31%
2,701 $979,000
Q3 2024

Nov 05, 2024
BUY
$316.8 - $391.12 $318,067 - $392,684
1,004 Added 91.19%
2,105 $823,000
Q2 2024

Aug 12, 2024
BUY
$321.47 - $379.3 $353,938 - $417,609
1,101 New
1,101 $366,000
Q2 2021

Aug 10, 2021
SELL
$208.86 - $244.79 $1.63 Million - $1.91 Million
-7,792 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$180.63 - $233.63 $48,408 - $62,612
-268 Reduced 3.33%
7,792 $1.81 Million
Q4 2020

Feb 11, 2021
SELL
$146.71 - $182.21 $904,320 - $1.12 Million
-6,164 Reduced 43.34%
8,060 $1.46 Million
Q3 2020

Nov 10, 2020
SELL
$125.73 - $153.87 $417,297 - $510,694
-3,319 Reduced 18.92%
14,224 $1.98 Million
Q2 2020

Aug 10, 2020
BUY
$104.48 - $137.72 $30,717 - $40,489
294 Added 1.7%
17,543 $2.08 Million
Q1 2020

May 20, 2020
BUY
$91.85 - $150.53 $1.58 Million - $2.6 Million
17,249 New
17,249 $1.94 Million

Others Institutions Holding CAT

# of Institutions
3,560
Shares Held
336M
Call Options Held
6.88M
Put Options Held
7.16M
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 $297B
  • 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 Phoenix Holdings Ltd. Portfolio

Follow Phoenix Holdings Ltd. 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 Phoenix Holdings Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Holdings Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email