Teamwork Financial Advisors, LLC Caterpillar Inc Transaction History

Teamwork Financial Advisors, LLC

  • $869 Million
  • Q3 2025

A detailed history of Teamwork Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 1,800 shares of CAT stock, worth $973,728. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,800
Previous 7,781 76.87%
Holding current value
$973,728
Previous $3.02 Million 71.59%
% of portfolio
0.1%
Previous 0.39%

Shares

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

Oct 08, 2025
BUY
$390.92 - $477.15 $9.02 Million - $11 Million
23,077 Added 296.58%
30,858 $14.7 Million
Q2 2025

Jul 07, 2025
SELL
$273.94 - $388.21 $1.11 Million - $1.57 Million
-4,042 Reduced 34.19%
7,781 $3.02 Million
Q1 2025

Apr 10, 2025
SELL
$326.75 - $407.63 $668,203 - $833,603
-2,045 Reduced 14.75%
11,823 $3.9 Million
Q4 2024

Jan 17, 2025
SELL
$360.37 - $416.88 $9.54 Million - $11 Million
-26,478 Reduced 65.63%
13,868 $5.03 Million
Q3 2024

Oct 16, 2024
BUY
$316.8 - $391.12 $661,161 - $816,267
2,087 Added 5.45%
40,346 $15.8 Million
Q2 2024

Aug 06, 2024
BUY
$321.47 - $379.3 $10.1 Million - $11.9 Million
31,346 Added 453.44%
38,259 $12.7 Million
Q1 2024

Apr 19, 2024
SELL
$278.63 - $366.43 $3.3 Million - $4.34 Million
-11,854 Reduced 63.16%
6,913 $2.53 Million
Q4 2023

Jan 19, 2024
BUY
$226.05 - $298.12 $4.24 Million - $5.59 Million
18,767 New
18,767 $5.55 Million
Q2 2022

Jul 22, 2022
SELL
$178.67 - $235.08 $167,949 - $220,975
-940 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$182.83 - $229.87 $1.55 Million - $1.95 Million
-8,492 Reduced 90.03%
940 $209,000
Q4 2021

Jan 31, 2022
BUY
$188.94 - $214.25 $1.39 Million - $1.58 Million
7,375 Added 358.53%
9,432 $1.95 Million
Q3 2021

Oct 13, 2021
BUY
$189.84 - $221.66 $14,427 - $16,846
76 Added 3.84%
2,057 $395,000
Q2 2021

Jul 13, 2021
SELL
$208.86 - $244.79 $348,169 - $408,064
-1,667 Reduced 45.7%
1,981 $431,000
Q1 2021

Apr 12, 2021
BUY
$180.63 - $233.63 $658,938 - $852,282
3,648 New
3,648 $846,000
Q2 2020

Jul 13, 2020
SELL
$104.48 - $137.72 $323,156 - $425,967
-3,093 Closed
0 $0
Q1 2020

May 04, 2020
SELL
$91.85 - $150.53 $442,349 - $724,952
-4,816 Reduced 60.89%
3,093 $359,000
Q4 2019

Feb 13, 2020
BUY
$117.97 - $148.5 $933,024 - $1.17 Million
7,909 New
7,909 $1.17 Million

Others Institutions Holding CAT

# of Institutions
3,467
Shares Held
336M
Call Options Held
6.66M
Put Options Held
7.18M
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 $286B
  • 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 Teamwork Financial Advisors, LLC Portfolio

Follow Teamwork Financial Advisors, LLC 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 Teamwork Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Teamwork Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email