Hhm Wealth Advisors, LLC Caterpillar Inc Transaction History

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,900 shares of CAT stock, worth $2.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,900
Previous 5,565 6.02%
Holding current value
$2.3 Million
Previous $1.85 Million 24.5%
% of portfolio
0.33%
Previous 0.28%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$316.8 - $391.12 $106,128 - $131,025
335 Added 6.02%
5,900 $2.31 Million
Q2 2024

Aug 07, 2024
BUY
$321.47 - $379.3 $651,619 - $768,841
2,027 Added 57.29%
5,565 $1.85 Million
Q4 2023

Feb 05, 2024
SELL
$226.05 - $298.12 $3,390 - $4,471
-15 Reduced 0.42%
3,538 $1.05 Million
Q3 2023

Nov 03, 2023
BUY
$240.58 - $288.65 $58,460 - $70,141
243 Added 7.34%
3,553 $969,000
Q2 2023

Aug 11, 2023
SELL
$205.75 - $247.67 $113,162 - $136,218
-550 Reduced 14.25%
3,310 $814,000
Q1 2023

May 02, 2023
BUY
$215.01 - $264.54 $165,127 - $203,166
768 Added 24.84%
3,860 $883,000
Q4 2022

Jan 19, 2023
SELL
$171.23 - $243.14 $8,561 - $12,157
-50 Reduced 1.59%
3,092 $0
Q3 2022

Nov 04, 2022
BUY
$162.44 - $198.25 $36,386 - $44,408
224 Added 7.68%
3,142 $516,000
Q2 2022

Aug 08, 2022
SELL
$178.67 - $235.08 $17,867 - $23,508
-100 Reduced 3.31%
2,918 $522,000
Q1 2022

Apr 27, 2022
SELL
$182.83 - $229.87 $60,333 - $75,857
-330 Reduced 9.86%
3,018 $672,000
Q4 2021

Feb 03, 2022
SELL
$188.94 - $214.25 $32,119 - $36,422
-170 Reduced 4.83%
3,348 $692,000
Q2 2021

Jul 27, 2021
BUY
$208.86 - $244.79 $3,759 - $4,406
18 Added 0.51%
3,518 $766,000
Q1 2021

Apr 23, 2021
BUY
$180.63 - $233.63 $16,256 - $21,026
90 Added 2.64%
3,500 $812,000
Q4 2020

Jan 28, 2021
BUY
$146.71 - $182.21 $16,138 - $20,043
110 Added 3.33%
3,410 $621,000
Q3 2020

Nov 12, 2020
BUY
$125.73 - $153.87 $10,812 - $13,232
86 Added 2.68%
3,300 $492,000
Q2 2020

Aug 13, 2020
BUY
$104.48 - $137.72 $4,806 - $6,335
46 Added 1.45%
3,214 $407,000
Q1 2020

May 12, 2020
BUY
$91.85 - $150.53 $25,718 - $42,148
280 Added 9.7%
3,168 $368,000
Q4 2019

Feb 12, 2020
BUY
$117.97 - $148.5 $5,898 - $7,425
50 Added 1.76%
2,888 $426,000
Q3 2019

Nov 13, 2019
SELL
$113.38 - $139.64 $5,669 - $6,981
-50 Reduced 1.73%
2,838 $358,000
Q1 2019

May 14, 2019
BUY
$121.51 - $141.41 $58,932 - $68,583
485 Added 20.18%
2,888 $391,000
Q4 2018

Feb 13, 2019
BUY
$112.34 - $158.22 $269,953 - $380,202
2,403 New
2,403 $305,000

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 $206B
  • 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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