Carlton Hofferkamp & Jenks Wealth Management, LLC Caterpillar Inc Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $307 Million
  • Q3 2024

A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 2,400 shares of CAT stock, worth $953,976. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,400 -0.0%
Holding current value
$953,976
Previous $799,000 17.4%
% of portfolio
0.31%
Previous 0.33%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$278.63 - $366.43 $28,141 - $37,009
-101 Reduced 4.04%
2,400 $879,000
Q4 2023

Jan 25, 2024
SELL
$226.05 - $298.12 $4,521 - $5,962
-20 Reduced 0.79%
2,501 $739,000
Q3 2023

Oct 26, 2023
SELL
$240.58 - $288.65 $4,811 - $5,773
-20 Reduced 0.79%
2,521 $688,000
Q2 2023

Aug 07, 2023
SELL
$205.75 - $247.67 $3,086 - $3,715
-15 Reduced 0.59%
2,541 $625,000
Q1 2023

May 11, 2023
SELL
$215.01 - $264.54 $10,750 - $13,227
-50 Reduced 1.92%
2,556 $584,000
Q4 2022

Jan 30, 2023
SELL
$171.23 - $243.14 $73,628 - $104,550
-430 Reduced 14.16%
2,606 $624,000
Q3 2022

Oct 24, 2022
SELL
$162.44 - $198.25 $1,624 - $1,982
-10 Reduced 0.33%
3,036 $578,000
Q2 2022

Jul 12, 2022
BUY
$178.67 - $235.08 $43,059 - $56,654
241 Added 8.59%
3,046 $546,000
Q1 2022

Apr 11, 2022
BUY
$182.83 - $229.87 $38,942 - $48,962
213 Added 8.22%
2,805 $609,000
Q3 2021

Nov 09, 2021
BUY
$189.84 - $221.66 $158,516 - $185,086
835 Added 47.52%
2,592 $555,000
Q2 2021

Jul 19, 2021
BUY
$208.86 - $244.79 $89,809 - $105,259
430 Added 32.4%
1,757 $365,000
Q1 2021

Apr 28, 2021
SELL
$180.63 - $233.63 $18,063 - $23,363
-100 Reduced 7.01%
1,327 $306,000
Q4 2020

Jan 20, 2021
SELL
$146.71 - $182.21 $3,667 - $4,555
-25 Reduced 1.72%
1,427 $277,000
Q3 2020

Nov 12, 2020
SELL
$125.73 - $153.87 $21,374 - $26,157
-170 Reduced 10.48%
1,452 $246,000
Q2 2020

Jul 30, 2020
SELL
$104.48 - $137.72 $9,194 - $12,119
-88 Reduced 5.15%
1,622 $228,000
Q1 2020

Apr 30, 2020
BUY
$91.85 - $150.53 $157,063 - $257,406
1,710 New
1,710 $205,000

Others Institutions Holding CAT

# of Institutions
3,121
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
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 $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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