Sequoia Financial Advisors, LLC Caterpillar Inc Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 176,626 shares of CAT stock, worth $97.9 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
176,626
Holding current value
$97.9 Million
% of portfolio
0.58%

Shares

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

Oct 28, 2025
BUY
$390.92 - $477.15 $69 Million - $84.3 Million
176,626 New
176,626 $84.3 Million
Q2 2025

Jul 25, 2025
BUY
$273.94 - $388.21 $12.5 Million - $17.7 Million
45,522 Added 36.29%
170,951 $66.4 Million
Q1 2025

Apr 23, 2025
BUY
$326.75 - $407.63 $1.38 Million - $1.72 Million
4,218 Added 3.48%
125,429 $41.4 Million
Q4 2024

Aug 08, 2025
SELL
$360.37 - $416.88 $17.9 Million - $20.7 Million
-49,740 Reduced 29.1%
121,211 $44 Million
Q4 2024

Feb 07, 2025
BUY
$360.37 - $416.88 $16.5 Million - $19.1 Million
45,765 Added 60.66%
121,211 $44 Million
Q3 2024

Oct 21, 2024
BUY
$316.8 - $391.12 $2.35 Million - $2.9 Million
7,406 Added 10.88%
75,446 $29.5 Million
Q2 2024

Jul 15, 2024
BUY
$321.47 - $379.3 $3.65 Million - $4.31 Million
11,367 Added 20.06%
68,040 $22.7 Million
Q1 2024

Apr 30, 2024
SELL
$278.63 - $366.43 $713,571 - $938,427
-2,561 Reduced 4.32%
56,673 $20.8 Million
Q4 2023

Jan 25, 2024
BUY
$226.05 - $298.12 $10.9 Million - $14.4 Million
48,362 Added 444.83%
59,234 $17.5 Million
Q3 2023

Nov 08, 2023
SELL
$240.58 - $288.65 $25,982 - $31,174
-108 Reduced 0.98%
10,872 $2.97 Million
Q2 2023

Aug 08, 2023
BUY
$205.75 - $247.67 $154,724 - $186,247
752 Added 7.35%
10,980 $2.7 Million
Q1 2023

Apr 24, 2023
SELL
$215.01 - $264.54 $18,705 - $23,014
-87 Reduced 0.84%
10,228 $2.34 Million
Q4 2022

Jan 17, 2023
BUY
$171.23 - $243.14 $177,907 - $252,622
1,039 Added 11.2%
10,315 $0
Q3 2022

Oct 26, 2022
SELL
$162.44 - $198.25 $151,881 - $185,363
-935 Reduced 9.16%
9,276 $1.53 Million
Q2 2022

Jul 22, 2022
SELL
$178.67 - $235.08 $54,851 - $72,169
-307 Reduced 2.92%
10,211 $1.83 Million
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $564,213 - $709,378
3,086 Added 41.52%
10,518 $2.34 Million
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $1.13 Million - $1.28 Million
5,960 Added 404.89%
7,432 $1.54 Million
Q3 2021

Oct 26, 2021
SELL
$189.84 - $221.66 $867,189 - $1.01 Million
-4,568 Reduced 75.63%
1,472 $283,000
Q2 2021

Jul 27, 2021
BUY
$208.86 - $244.79 $21,721 - $25,458
104 Added 1.75%
6,040 $1.31 Million
Q1 2021

May 14, 2021
SELL
$180.63 - $233.63 $582,893 - $753,924
-3,227 Reduced 35.22%
5,936 $1.38 Million
Q4 2020

Feb 12, 2021
BUY
$146.71 - $182.21 $19,659 - $24,416
134 Added 1.48%
9,163 $1.67 Million
Q3 2020

Oct 23, 2020
SELL
$125.73 - $153.87 $3,897 - $4,769
-31 Reduced 0.34%
9,029 $1.35 Million
Q2 2020

Aug 25, 2020
BUY
$104.48 - $137.72 $946,588 - $1.25 Million
9,060 New
9,060 $1.15 Million
Q2 2020

Aug 11, 2020
SELL
$104.48 - $137.72 $888,288 - $1.17 Million
-8,502 Closed
0 $1.15 Million
Q1 2020

May 11, 2020
BUY
$91.85 - $150.53 $105,168 - $172,356
1,145 Added 15.56%
8,502 $987,000
Q4 2019

Feb 13, 2020
SELL
$117.97 - $148.5 $96,027 - $120,879
-814 Reduced 9.96%
7,357 $1.09 Million
Q3 2019

Oct 22, 2019
BUY
$113.38 - $139.64 $386,512 - $476,032
3,409 Added 71.59%
8,171 $1.03 Million
Q2 2019

Jul 31, 2019
SELL
$119.81 - $143.36 $16,533 - $19,783
-138 Reduced 2.82%
4,762 $649,000
Q1 2019

May 13, 2019
BUY
$121.51 - $141.41 $266,349 - $309,970
2,192 Added 80.95%
4,900 $664,000
Q4 2018

Feb 14, 2019
BUY
$112.34 - $158.22 $40,105 - $56,484
357 Added 15.19%
2,708 $344,000
Q3 2018

Nov 14, 2018
BUY
$132.02 - $156.38 $24,423 - $28,930
185 Added 8.54%
2,351 $359,000
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $13,461 - $15,891
100 Added 4.84%
2,166 $294,000
Q1 2018

May 14, 2018
BUY
$144.29 - $170.89 $89,171 - $105,610
618 Added 42.68%
2,066 $304,000
Q4 2017

Feb 13, 2018
BUY
$124.72 - $158.42 $180,594 - $229,392
1,448
1,448 $228,000

Others Institutions Holding CAT

# of Institutions
3,608
Shares Held
337M
Call Options Held
6.99M
Put Options Held
7.21M
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 $292B
  • 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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