Zacks Investment Management Caterpillar Inc Transaction History

Zacks Investment Management

  • $11.4 Billion
  • Q2 2025

A detailed history of Zacks Investment Management transactions in Caterpillar Inc stock. As of the latest transaction made, Zacks Investment Management holds 424,071 shares of CAT stock, worth $224 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
424,071
Previous 421,139 0.7%
Holding current value
$224 Million
Previous $139 Million 18.53%
% of portfolio
1.45%
Previous 1.33%

Shares

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

Aug 12, 2025
BUY
$273.94 - $388.21 $803,192 - $1.14 Million
2,932 Added 0.7%
424,071 $165 Million
Q1 2025

May 14, 2025
BUY
$326.75 - $407.63 $1.57 Million - $1.96 Million
4,813 Added 1.16%
421,139 $139 Million
Q4 2024

Feb 13, 2025
SELL
$360.37 - $416.88 $11.8 Million - $13.7 Million
-32,752 Reduced 7.29%
416,326 $151 Million
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $2.94 Million - $3.63 Million
9,269 Added 2.11%
449,078 $176 Million
Q2 2024

Aug 14, 2024
SELL
$321.47 - $379.3 $26.1 Million - $30.8 Million
-81,229 Reduced 15.59%
439,809 $147 Million
Q1 2024

May 15, 2024
BUY
$278.63 - $366.43 $5.61 Million - $7.38 Million
20,148 Added 4.02%
521,038 $191 Million
Q4 2023

Feb 14, 2024
SELL
$226.05 - $298.12 $4.88 Million - $6.43 Million
-21,568 Reduced 4.13%
500,890 $148 Million
Q3 2023

Nov 14, 2023
BUY
$240.58 - $288.65 $731,844 - $878,073
3,042 Added 0.59%
522,458 $143 Million
Q2 2023

Aug 15, 2023
BUY
$205.75 - $247.67 $8.02 Million - $9.66 Million
38,986 Added 8.11%
519,416 $128 Million
Q2 2023

Aug 14, 2023
SELL
$205.75 - $247.67 $6.02 Million - $7.24 Million
-29,251 Reduced 5.74%
480,430 $118 Million
Q1 2023

May 15, 2023
BUY
$215.01 - $264.54 $3.42 Million - $4.2 Million
15,891 Added 3.22%
509,681 $117 Million
Q4 2022

Feb 14, 2023
BUY
$171.23 - $243.14 $6.54 Million - $9.28 Million
38,185 Added 8.38%
493,790 $118 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $1.13 Million - $1.38 Million
6,980 Added 1.56%
455,605 $74.8 Million
Q2 2022

Aug 15, 2022
BUY
$178.67 - $235.08 $4.69 Million - $6.17 Million
26,242 Added 6.21%
448,625 $80.2 Million
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $4.2 Million - $5.28 Million
22,967 Added 5.75%
422,383 $94.1 Million
Q4 2021

Feb 15, 2022
BUY
$188.94 - $214.25 $1.19 Million - $1.35 Million
6,288 Added 1.6%
399,416 $82.6 Million
Q3 2021

Nov 15, 2021
BUY
$189.84 - $221.66 $2.11 Million - $2.46 Million
11,105 Added 2.91%
393,128 $75.5 Million
Q2 2021

Aug 16, 2021
BUY
$208.86 - $244.79 $3.72 Million - $4.36 Million
17,799 Added 4.89%
382,023 $83.1 Million
Q1 2021

May 17, 2021
SELL
$180.63 - $233.63 $6.15 Million - $7.96 Million
-34,071 Reduced 8.55%
364,224 $84.5 Million
Q4 2020

Feb 16, 2021
SELL
$146.71 - $182.21 $1.4 Million - $1.74 Million
-9,543 Reduced 2.34%
398,295 $72.5 Million
Q3 2020

Nov 16, 2020
BUY
$125.73 - $153.87 $1.84 Million - $2.26 Million
14,669 Added 3.73%
407,838 $60.8 Million
Q2 2020

Aug 14, 2020
SELL
$104.48 - $137.72 $1.37 Million - $1.81 Million
-13,134 Reduced 3.23%
393,169 $49.7 Million
Q1 2020

May 15, 2020
SELL
$91.85 - $150.53 $46,384 - $76,017
-505 Reduced 0.12%
406,303 $47.1 Million
Q4 2019

Feb 14, 2020
BUY
$117.97 - $148.5 $463,858 - $583,902
3,932 Added 0.98%
406,808 $60.1 Million
Q3 2019

Nov 14, 2019
BUY
$113.38 - $139.64 $35.8 Million - $44.1 Million
316,024 Added 363.86%
402,876 $50.9 Million
Q2 2019

Aug 14, 2019
BUY
$119.81 - $143.36 $38,459 - $46,018
321 Added 0.37%
86,852 $11.8 Million
Q1 2019

May 15, 2019
BUY
$121.51 - $141.41 $222,363 - $258,780
1,830 Added 2.16%
86,531 $11.7 Million
Q4 2018

Feb 14, 2019
SELL
$112.34 - $158.22 $353,196 - $497,443
-3,144 Reduced 3.58%
84,701 $10.8 Million
Q3 2018

Nov 14, 2018
SELL
$132.02 - $156.38 $15,578 - $18,452
-118 Reduced 0.13%
87,845 $13.4 Million
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $1.34 Million - $1.58 Million
9,918 Added 12.71%
87,963 $11.9 Million
Q1 2018

May 14, 2018
BUY
$144.29 - $170.89 $17,314 - $20,506
120 Added 0.15%
78,045 $11.5 Million
Q4 2017

Feb 14, 2018
BUY
$124.72 - $158.42 $216,264 - $274,700
1,734 Added 2.28%
77,925 $12.3 Million
Q3 2017

Nov 14, 2017
BUY
$112.85 - $125.23 $8.6 Million - $9.54 Million
76,191
76,191 $9.5 Million

Others Institutions Holding CAT

# of Institutions
3,504
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 $278B
  • 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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