Yhb Investment Advisors, Inc. Caterpillar Inc Transaction History

Yhb Investment Advisors, Inc.

$1.34 Billion
Q3 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 1,695 shares of CAT stock, worth $889,281. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,695

Previous 1,694 0.06%

Holding current value

$889,281

Previous $657,000 22.98%

% of portfolio

0.06%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$390.92 - $477.15 $390 - $477	1 Added 0.06%	1,695 $808,000
Q2 2025 Jul 10, 2025	BUY	$273.94 - $388.21 $547 - $776	2 Added 0.12%	1,694 $657,000
Q1 2025 Apr 22, 2025	BUY	$326.75 - $407.63 $8,495 - $10,598	26 Added 1.56%	1,692 $558,000
Q4 2024 Jan 22, 2025	SELL	$360.37 - $416.88 $18,018 - $20,844	-50 Reduced 2.91%	1,666 $604,000
Q3 2024 Oct 22, 2024	SELL	$316.8 - $391.12 $15,840 - $19,556	-50 Reduced 2.83%	1,716 $671,000
Q2 2024 Aug 01, 2024	BUY	$321.47 - $379.3 $23,145 - $27,309	72 Added 4.25%	1,766 $588,000
Q1 2024 Aug 14, 2024	SELL	$278.63 - $366.43 $20,061 - $26,382	-72 Reduced 4.08%	1,694 $620,000
Q1 2024 Apr 26, 2024	BUY	$278.63 - $366.43 $557 - $732	2 Added 0.12%	1,694 $620,000
Q4 2023 Jan 29, 2024	BUY	$226.05 - $298.12 $226 - $298	1 Added 0.06%	1,692 $500,000
Q3 2023 Oct 23, 2023	BUY	$240.58 - $288.65 $481 - $577	2 Added 0.12%	1,691 $461,000
Q2 2023 Aug 10, 2023	SELL	$205.75 - $247.67 $9,876 - $11,888	-48 Reduced 2.76%	1,689 $415,000
Q1 2023 May 08, 2023	SELL	$215.01 - $264.54 $4,085 - $5,026	-19 Reduced 1.08%	1,737 $397,000
Q4 2022 Jan 12, 2023	BUY	$171.23 - $243.14 $2,568 - $3,647	15 Added 0.86%	1,756 $0
Q3 2022 Nov 03, 2022	BUY	$162.44 - $198.25 $324 - $396	2 Added 0.12%	1,741 $286,000
Q2 2022 Jul 14, 2022	SELL	$178.67 - $235.08 $35,555 - $46,780	-199 Reduced 10.27%	1,739 $311,000
Q1 2022 Apr 14, 2022	BUY	$182.83 - $229.87 $36,931 - $46,433	202 Added 11.64%	1,938 $432,000
Q4 2021 Jan 18, 2022	BUY	$188.94 - $214.25 $22,861 - $25,924	121 Added 7.49%	1,736 $359,000
Q3 2021 Oct 28, 2021	SELL	$189.84 - $221.66 $22,401 - $26,155	-118 Reduced 6.81%	1,615 $310,000
Q2 2021 Jul 15, 2021	BUY	$208.86 - $244.79 $208 - $244	1 Added 0.06%	1,733 $377,000
Q1 2021 Apr 22, 2021	BUY	$180.63 - $233.63 $58,343 - $75,462	323 Added 22.92%	1,732 $404,000
Q4 2020 Jan 21, 2021	BUY	$146.71 - $182.21 $3,080 - $3,826	21 Added 1.51%	1,409 $256,000
Q3 2020 Nov 02, 2020	BUY	$125.73 - $153.87 $174,513 - $213,571	1,388 New	1,388 $207,000
Q4 2018 Jan 11, 2019	SELL	$112.34 - $158.22 $174,351 - $245,557	-1,552 Closed	0 $0
Q2 2018 Jul 09, 2018	SELL	$134.61 - $158.92 $11,441 - $13,508	-85 Reduced 5.19%	1,552 $211,000
Q1 2018 Apr 16, 2018	BUY	$144.29 - $170.89 $26,693 - $31,614	185 Added 12.74%	1,637 $241,000
Q4 2017 Jan 16, 2018	BUY	$124.72 - $158.42 $181,093 - $230,025	1,452	1,452 $229,000

Others Institutions Holding CAT

# of Institutions

3,490

Shares Held

336M

Call Options Held

6.66M

Put Options Held

7.18M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $277B
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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Yhb Investment Advisors, Inc. Caterpillar Inc Transaction History