Ima Wealth, Inc. Caterpillar Inc Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

A detailed history of Ima Wealth, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Ima Wealth, Inc. holds 145 shares of CAT stock, worth $57,636. This represents 0.01% of its overall portfolio holdings.

Number of Shares

145

Holding current value

$57,636

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$316.8 - $391.12 $45,936 - $56,712	145 New	145 $56,000
Q2 2023 Aug 15, 2023	BUY	$205.75 - $247.67 $29,833 - $35,912	145 New	145 $35,000
Q2 2022 Aug 18, 2022	SELL	$178.67 - $235.08 $35,734 - $47,016	-200 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$188.94 - $214.25 $37,788 - $42,850	200 New	200 $41,000
Q1 2020 Apr 14, 2020	SELL	$91.85 - $150.53 $5,327 - $8,730	-58 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$113.38 - $139.64 $113 - $139	1 Added 1.75%	58 $7,000
Q2 2019 Jul 19, 2019	BUY	$119.81 - $143.36 $6,829 - $8,171	57 New	57 $8,000
Q1 2019 May 09, 2019	SELL	$121.51 - $141.41 $27,339 - $31,817	-225 Closed	0 $0
Q3 2018 Oct 18, 2018	SELL	$132.02 - $156.38 $1,056 - $1,251	-8 Reduced 3.43%	225 $34,000
Q2 2018 Aug 01, 2018	BUY	$134.61 - $158.92 $31,364 - $37,028	233 New	233 $32,000

Others Institutions Holding CAT

# of Institutions

3,121

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

Vanguard Group Inc Valley Forge, PA

46.5M
Shares

$18.5 Billion
0.33% of portfolio
State Street Corp Boston, MA

36.4M
Shares

$14.5 Billion
0.59% of portfolio
Black Rock Inc. New York, NY

36.2M
Shares

$14.4 Billion
0.28% of portfolio
State Farm Mutual Automobile Insurance CO Bloomington, IL

17.7M
Shares

$7.05 Billion
6.04% of portfolio
Capital World Investors Los Angeles, CA

17.5M
Shares

$6.95 Billion
1.09% of portfolio

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $210B
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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