Valeo Financial Advisors, LLC Caterpillar Inc Transaction History

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 7,299,751 shares of CAT stock, worth $3.01 Billion. This represents 7.69% of its overall portfolio holdings.

Number of Shares
7,299,751
Previous 19,760 36842.06%
Holding current value
$3.01 Billion
Previous $6.52 Million 43390.42%
% of portfolio
7.69%
Previous 0.15%

Shares

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

Jul 22, 2025
BUY
$273.94 - $388.21 $1.99 Billion - $2.83 Billion
7,279,991 Added 36842.06%
7,299,751 $2.83 Billion
Q1 2025

Apr 30, 2025
SELL
$326.75 - $407.63 $57,181 - $71,335
-175 Reduced 0.88%
19,760 $6.52 Million
Q4 2024

Jan 30, 2025
BUY
$360.37 - $416.88 $77,479 - $89,629
215 Added 1.09%
19,935 $7.23 Million
Q3 2024

Oct 10, 2024
SELL
$316.8 - $391.12 $340,243 - $420,062
-1,074 Reduced 5.16%
19,720 $7.71 Million
Q2 2024

Jul 10, 2024
SELL
$321.47 - $379.3 $9,644 - $11,379
-30 Reduced 0.14%
20,794 $6.93 Million
Q1 2024

Apr 25, 2024
BUY
$278.63 - $366.43 $54,332 - $71,453
195 Added 0.95%
20,824 $7.63 Million
Q1 2024

Apr 19, 2024
BUY
$278.63 - $366.43 $83,310 - $109,562
299 Added 1.47%
20,629 $7.56 Million
Q4 2023

Jan 29, 2024
BUY
$226.05 - $298.12 $129,752 - $171,120
574 Added 2.91%
20,330 $6.01 Million
Q3 2023

Oct 19, 2023
BUY
$240.58 - $288.65 $198,959 - $238,713
827 Added 4.37%
19,756 $5.39 Million
Q2 2023

Jul 14, 2023
SELL
$205.75 - $247.67 $1.62 Million - $1.95 Million
-7,885 Reduced 29.41%
18,929 $4.66 Million
Q1 2023

Apr 17, 2023
BUY
$215.01 - $264.54 $2.59 Million - $3.19 Million
12,047 Added 81.58%
26,814 $6.14 Million
Q4 2022

Feb 09, 2023
BUY
$171.23 - $243.14 $45,718 - $64,918
267 Added 1.84%
14,767 $3.54 Million
Q3 2022

Oct 31, 2022
BUY
$162.44 - $198.25 $154,805 - $188,932
953 Added 7.03%
14,500 $2.38 Million
Q2 2022

Aug 03, 2022
SELL
$178.67 - $235.08 $2.21 Million - $2.91 Million
-12,378 Reduced 47.75%
13,547 $2.42 Million
Q1 2022

Apr 28, 2022
BUY
$182.83 - $229.87 $2.35 Million - $2.96 Million
12,862 Added 98.46%
25,925 $5.78 Million
Q4 2021

Jan 07, 2022
SELL
$188.94 - $214.25 $74,820 - $84,843
-396 Reduced 2.94%
13,063 $2.7 Million
Q3 2021

Nov 02, 2021
BUY
$189.84 - $221.66 $372,276 - $434,675
1,961 Added 17.06%
13,459 $2.58 Million
Q2 2021

Jul 22, 2021
BUY
$208.86 - $244.79 $164,581 - $192,894
788 Added 7.36%
11,498 $2.5 Million
Q1 2021

Apr 12, 2021
BUY
$180.63 - $233.63 $13,908 - $17,989
77 Added 0.72%
10,710 $2.48 Million
Q4 2020

Feb 11, 2021
SELL
$146.71 - $182.21 $185,588 - $230,495
-1,265 Reduced 10.63%
10,633 $1.94 Million
Q3 2020

Oct 28, 2020
BUY
$125.73 - $153.87 $67,139 - $82,166
534 Added 4.7%
11,898 $1.78 Million
Q2 2020

Jul 20, 2020
SELL
$104.48 - $137.72 $177,093 - $233,435
-1,695 Reduced 12.98%
11,364 $1.44 Million
Q1 2020

Apr 13, 2020
SELL
$91.85 - $150.53 $731,493 - $1.2 Million
-7,964 Reduced 37.88%
13,059 $1.63 Million
Q4 2019

Jan 24, 2020
BUY
$117.97 - $148.5 $1.45 Million - $1.83 Million
12,324 Added 141.67%
21,023 $3.11 Million
Q3 2019

Oct 15, 2019
SELL
$113.38 - $139.64 $1.55 Million - $1.91 Million
-13,650 Reduced 61.08%
8,699 $1.1 Million
Q2 2019

Jul 10, 2019
BUY
$119.81 - $143.36 $298,806 - $357,539
2,494 Added 12.56%
22,349 $3.05 Million
Q1 2019

Apr 12, 2019
BUY
$121.51 - $141.41 $74,485 - $86,684
613 Added 3.19%
19,855 $2.69 Million
Q4 2018

Jan 30, 2019
BUY
$112.34 - $158.22 $7,526 - $10,600
67 Added 0.35%
19,242 $2.45 Million
Q3 2018

Nov 01, 2018
SELL
$132.02 - $156.38 $31,816 - $37,687
-241 Reduced 1.24%
19,175 $2.32 Million
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $37,556 - $44,338
279 Added 1.46%
19,416 $2.62 Million
Q1 2018

Apr 12, 2018
BUY
$144.29 - $170.89 $29,146 - $34,519
202 Added 1.07%
19,137 $2.82 Million
Q4 2017

Feb 09, 2018
BUY
$124.72 - $158.42 $405,464 - $515,023
3,251 Added 20.73%
18,935 $2.98 Million
Q3 2017

Nov 15, 2017
BUY
$112.85 - $125.23 $1.32 Million - $1.47 Million
11,736 Added 297.26%
15,684 $1.96 Million
Q3 2017

Nov 14, 2017
BUY
$112.85 - $125.23 $445,531 - $494,408
3,948
3,948 $492,000

Others Institutions Holding CAT

# of Institutions
3,383
Shares Held
340M
Call Options Held
6.95M
Put Options Held
6.32M
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 $218B
  • 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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