Accounting ▼
Communications ▼
club_index ▼
HelpRegister
none Register NOW for the Preparing Your 2025 Investment Club Taxes Webinar on February 16th - Click here!
none Click here to watch the Preparing for 2025 Tax Season webinar
none Click here to watch the 2025 Audit Party webinar
none Research your stocks here: Ticker Research pages
 Caterpillar Inc (CAT)
Download spreadsheet formatSpread- sheet
next
pageof 24
Quantity Owned: 0.969823
Date ▼ Exec. Type Remark Shares Amount
02/02/2026 bivio buy 0.0218 15.07
01/02/2026 bivio sell, lot cost basis (0.0045) (0.92)
sell, LTCG   1.75
12/01/2025 bivio sell, lot cost basis (0.0288) (5.91)
sell, LTCG   10.44
11/03/2025 bivio sell, lot cost basis (0.0205) (4.20)
sell, LTCG   7.47
10/01/2025 bivio sell, lot cost basis (0.0363) (7.45)
sell, LTCG   10.00
09/02/2025 bivio buy 0.0161 6.69
08/01/2025 bivio buy 0.0215 9.23
07/01/2025 bivio sell, lot cost basis (0.0257) (5.27)
sell, LTCG   4.77
06/02/2025 bivio buy 0.0228 7.87
05/01/2025 bivio buy 0.0102 3.20
top AboutContactHelpPrivacySafetyTerms Copyright © 2026 bivio, Inc.
All rights reserved.
Historical data and daily updates provided by Commodity Systems, Inc. (CSI) Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither bivio nor its data or content providers shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon.