Schechter Investment Advisors, LLC Caterpillar Inc Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 3,136 shares of CAT stock, worth $1.09 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,136

Previous 4,789 34.52%

Holding current value

$1.09 Million

Previous $1.74 Million 40.47%

% of portfolio

0.12%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$326.75 - $407.63 $540,117 - $673,812	-1,653 Reduced 34.52%	3,136 $1.03 Million
Q4 2024 Feb 06, 2025	SELL	$360.37 - $416.88 $47,568 - $55,028	-132 Reduced 2.68%	4,789 $1.74 Million
Q3 2024 Nov 12, 2024	BUY	$316.8 - $391.12 $42,768 - $52,801	135 Added 2.82%	4,921 $1.92 Million
Q2 2024 Aug 12, 2024	SELL	$321.47 - $379.3 $23,467 - $27,688	-73 Reduced 1.5%	4,786 $1.59 Million
Q1 2024 May 06, 2024	SELL	$278.63 - $366.43 $166,063 - $218,392	-596 Reduced 10.93%	4,859 $1.78 Million
Q4 2023 Jan 17, 2024	BUY	$226.05 - $298.12 $29,838 - $39,351	132 Added 2.48%	5,455 $1.61 Million
Q3 2023 Nov 06, 2023	SELL	$240.58 - $288.65 $17,802 - $21,360	-74 Reduced 1.37%	5,323 $1.45 Million
Q2 2023 Jul 26, 2023	SELL	$205.75 - $247.67 $57,815 - $69,595	-281 Reduced 4.95%	5,397 $1.33 Million
Q1 2023 Apr 28, 2023	BUY	$215.01 - $264.54 $16,770 - $20,634	78 Added 1.39%	5,678 $1.3 Million
Q4 2022 Feb 13, 2023	BUY	$171.23 - $243.14 $59,930 - $85,099	350 Added 6.67%	5,600 $1.34 Million
Q3 2022 Nov 04, 2022	SELL	$162.44 - $198.25 $201,750 - $246,226	-1,242 Reduced 19.13%	5,250 $861,000
Q2 2022 Nov 03, 2022	BUY	$178.67 - $235.08 $1.16 Million - $1.53 Million	6,492 New	6,492 $1.16 Million
Q1 2022 Nov 18, 2022	BUY	$182.83 - $229.87 $395,461 - $497,208	2,163 Added 41.2%	7,413 $1.65 Million
Q4 2021 Dec 27, 2022	BUY	$188.94 - $214.25 $347,649 - $394,220	1,840 Added 35.05%	7,090 $1.47 Million

Others Institutions Holding CAT

# of Institutions

3,265

Shares Held

332M

Call Options Held

6.85M

Put Options Held

6.13M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $184B
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...

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Schechter Investment Advisors, LLC Caterpillar Inc Transaction History