Tortoise Investment Management, LLC Caterpillar Inc Transaction History

Tortoise Investment Management, LLC

$981 Million
Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 839 shares of CAT stock, worth $408,349. This represents 0.03% of its overall portfolio holdings.

Number of Shares

839

Previous 827 1.45%

Holding current value

$408,349

Previous $272,000 19.49%

% of portfolio

0.03%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$273.94 - $388.21 $3,287 - $4,658	12 Added 1.45%	839 $325,000
Q1 2025 May 14, 2025	SELL	$326.75 - $407.63 $34,308 - $42,801	-105 Reduced 11.27%	827 $272,000
Q4 2024 Aug 07, 2025	SELL	$360.37 - $416.88 $65,587 - $75,872	-182 Reduced 16.34%	932 $338,000
Q4 2024 Feb 07, 2025	SELL	$360.37 - $416.88 $65,587 - $75,872	-182 Reduced 16.34%	932 $338,000
Q3 2024 Aug 07, 2025	SELL	$316.8 - $391.12 $19,008 - $23,467	-60 Reduced 5.11%	1,114 $435,000
Q3 2024 Nov 13, 2024	SELL	$316.8 - $391.12 $19,008 - $23,467	-60 Reduced 5.11%	1,114 $435,000
Q2 2024 Aug 07, 2025	SELL	$321.47 - $379.3 $19,288 - $22,758	-60 Reduced 4.86%	1,174 $391,000
Q2 2024 Aug 01, 2024	SELL	$321.47 - $379.3 $19,288 - $22,758	-60 Reduced 4.86%	1,174 $391,000
Q1 2024 Aug 07, 2025	SELL	$278.63 - $366.43 $5,572 - $7,328	-20 Reduced 1.59%	1,234 $452,000
Q1 2024 May 09, 2024	SELL	$278.63 - $366.43 $5,572 - $7,328	-20 Reduced 1.59%	1,234 $452,000
Q4 2023 Aug 07, 2025	BUY	$226.05 - $298.12 $96,523 - $127,297	427 Added 51.63%	1,254 $370,000
Q4 2023 Feb 29, 2024	BUY	$226.05 - $298.12 $3,164 - $4,173	14 Added 1.13%	1,254 $370,000
Q4 2023 Feb 08, 2024	SELL	$226.05 - $298.12 $5,651 - $7,453	-25 Reduced 1.98%	1,240 $366,000
Q3 2023 Aug 07, 2025	BUY	$240.58 - $288.65 $105,374 - $126,428	438 Added 52.96%	1,265 $345,000
Q3 2023 Nov 09, 2023	BUY	$240.58 - $288.65 $1,202 - $1,443	5 Added 0.4%	1,265 $345,000
Q2 2023 Aug 07, 2023	BUY	$205.75 - $247.67 $5,761 - $6,934	28 Added 2.27%	1,260 $310,000
Q3 2022 Nov 04, 2022	BUY	$162.44 - $198.25 $183,069 - $223,427	1,127 Added 1073.33%	1,232 $202,000
Q4 2020 Feb 05, 2021	BUY	$146.71 - $182.21 $3,667 - $4,555	25 Added 31.25%	105 $19,000
Q3 2020 Nov 04, 2020	SELL	$125.73 - $153.87 $2,514 - $3,077	-20 Reduced 20.0%	80 $12,000
Q2 2020 Aug 06, 2020	BUY	$104.48 - $137.72 $2,612 - $3,443	25 Added 33.33%	100 $13,000
Q1 2020 May 05, 2020	SELL	$91.85 - $150.53 $459 - $752	-5 Reduced 6.25%	75 $9,000
Q4 2019 Feb 06, 2020	SELL	$117.97 - $148.5 $2,949 - $3,712	-25 Reduced 23.81%	80 $12,000
Q3 2019 Nov 06, 2019	SELL	$113.38 - $139.64 $9,070 - $11,171	-80 Reduced 43.24%	105 $13,000
Q2 2019 Aug 07, 2019	BUY	$119.81 - $143.36 $21,565 - $25,804	180 Added 3600.0%	185 $25,000
Q1 2019 May 07, 2019	SELL	$121.51 - $141.41 $23,694 - $27,574	-195 Reduced 97.5%	5 $1,000
Q4 2017 Jan 31, 2018	BUY	$124.72 - $158.42 $24,944 - $31,683	200	200 $32,000

Others Institutions Holding CAT

# of Institutions

3,436

Shares Held

336M

Call Options Held

6.67M

Put Options Held

7.2M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $257B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Account

Tortoise Investment Management, LLC Caterpillar Inc Transaction History