A detailed history of Swan Global Investments, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Swan Global Investments, LLC holds 770 shares of CAT stock, worth $334,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares
770
Previous 621 23.99%
Holding current value
$334,272
Previous $204,000 46.08%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

BUY
$273.94 - $388.21 $40,817 - $57,843
149 Added 23.99%
770 $298,000
Q1 2025

May 13, 2025

BUY
$326.75 - $407.63 $202,911 - $253,138
621 New
621 $204,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $229B
  • 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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