Valley National Advisers Inc Caterpillar Inc Transaction History

Valley National Advisers Inc

$646 Million
Q3 2025

A detailed history of Valley National Advisers Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Valley National Advisers Inc holds 1,583 shares of CAT stock, worth $873,895. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,583

Previous 6,941 77.19%

Holding current value

$873,895

Previous $2.69 Million 71.97%

% of portfolio

0.12%

Previous 0.44%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$390.92 - $477.15 $2.09 Million - $2.56 Million	-5,358 Reduced 77.19%	1,583 $755,000
Q2 2025 Jul 22, 2025	BUY	$273.94 - $388.21 $4,109 - $5,823	15 Added 0.22%	6,941 $2.69 Million
Q1 2025 Apr 25, 2025	BUY	$326.75 - $407.63 $90,183 - $112,505	276 Added 4.15%	6,926 $2.28 Million
Q4 2024 Jan 24, 2025	BUY	$360.37 - $416.88 $23,424 - $27,097	65 Added 0.99%	6,650 $2.41 Million
Q3 2024 Oct 24, 2024	BUY	$316.8 - $391.12 $1.62 Million - $2 Million	5,114 Added 347.65%	6,585 $2.57 Million
Q2 2024 Jul 18, 2024	SELL	$321.47 - $379.3 $8,036 - $9,482	-25 Reduced 1.67%	1,471 $489,000
Q1 2024 Apr 19, 2024	BUY	$278.63 - $366.43 $15,324 - $20,153	55 Added 3.82%	1,496 $548,000
Q4 2023 Jan 25, 2024	BUY	$226.05 - $298.12 $13,789 - $18,185	61 Added 4.42%	1,441 $426,000
Q3 2023 Nov 13, 2023	BUY	$240.58 - $288.65 $18,765 - $22,514	78 Added 5.99%	1,380 $377,000
Q2 2023 Jul 31, 2023	BUY	$205.75 - $247.67 $2,057 - $2,476	10 Added 0.77%	1,302 $321,000
Q3 2022 Nov 08, 2022	SELL	$162.44 - $198.25 $14,132 - $17,247	-87 Reduced 6.31%	1,292 $237,000
Q4 2021 Feb 11, 2022	SELL	$188.94 - $214.25 $61,027 - $69,202	-323 Reduced 18.98%	1,379 $285,000
Q4 2020 Feb 11, 2021	SELL	$146.71 - $182.21 $121,769 - $151,234	-830 Reduced 32.78%	1,702 $310,000
Q3 2020 Nov 13, 2020	SELL	$125.73 - $153.87 $6,286 - $7,693	-50 Reduced 1.94%	2,532 $377,000
Q2 2020 Aug 10, 2020	SELL	$104.48 - $137.72 $22,567 - $29,747	-216 Reduced 7.72%	2,582 $327,000
Q1 2020 May 13, 2020	BUY	$91.85 - $150.53 $1,102 - $1,806	12 Added 0.43%	2,798 $325,000
Q4 2019 Feb 13, 2020	BUY	$117.97 - $148.5 $6,488 - $8,167	55 Added 2.01%	2,786 $411,000
Q3 2019 Nov 12, 2019	BUY	$113.38 - $139.64 $13,378 - $16,477	118 Added 4.52%	2,731 $345,000
Q2 2019 Aug 08, 2019	SELL	$119.81 - $143.36 $42,532 - $50,892	-355 Reduced 11.96%	2,613 $356,000
Q1 2019 Apr 26, 2019	BUY	$121.51 - $141.41 $121 - $141	1 Added 0.03%	2,968 $402,000
Q4 2018 Feb 25, 2019	BUY	$112.34 - $158.22 $21,456 - $30,220	191 Added 6.88%	2,967 $377,000
Q3 2018 Nov 08, 2018	BUY	$132.02 - $156.38 $52,675 - $62,395	399 Added 16.79%	2,776 $423,000
Q2 2018 Aug 14, 2018	BUY	$134.61 - $158.92 $16,826 - $19,865	125 Added 5.55%	2,377 $322,000
Q1 2018 Apr 19, 2018	BUY	$144.29 - $170.89 $73,876 - $87,495	512 Added 29.43%	2,252 $332,000
Q3 2017 Nov 14, 2017	BUY	$112.85 - $125.23 $196,359 - $217,900	1,740	1,740 $217,000

Others Institutions Holding CAT

# of Institutions

3,616

Shares Held

337M

Call Options Held

7.64M

Put Options Held

7.64M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $291B
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...

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Valley National Advisers Inc Caterpillar Inc Transaction History