Hixon Zuercher, LLC Caterpillar Inc Transaction History

Hixon Zuercher, LLC

$254 Million
Q3 2024

A detailed history of Hixon Zuercher, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Hixon Zuercher, LLC holds 23,180 shares of CAT stock, worth $8.43 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

23,180

Previous 23,661 2.03%

Holding current value

$8.43 Million

Previous $7.88 Million 15.04%

% of portfolio

3.56%

Previous 3.33%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$316.8 - $391.12 $152,380 - $188,128	-481 Reduced 2.03%	23,180 $9.07 Million
Q2 2024 Jul 30, 2024	SELL	$321.47 - $379.3 $430,126 - $507,503	-1,338 Reduced 5.35%	23,661 $7.88 Million
Q1 2024 Apr 30, 2024	SELL	$278.63 - $366.43 $41,237 - $54,231	-148 Reduced 0.59%	24,999 $9.16 Million
Q4 2023 Jan 12, 2024	BUY	$226.05 - $298.12 $245,264 - $323,460	1,085 Added 4.51%	25,147 $7.44 Million
Q3 2023 Oct 25, 2023	BUY	$240.58 - $288.65 $995,760 - $1.19 Million	4,139 Added 20.77%	24,062 $6.57 Million
Q2 2023 Jul 17, 2023	BUY	$205.75 - $247.67 $180,854 - $217,701	879 Added 4.62%	19,923 $4.9 Million
Q1 2023 Apr 18, 2023	BUY	$215.01 - $264.54 $709,317 - $872,717	3,299 Added 20.95%	19,044 $4.36 Million
Q4 2022 Jan 20, 2023	BUY	$171.23 - $243.14 $6,164 - $8,753	36 Added 0.23%	15,745 $0
Q3 2022 Oct 26, 2022	BUY	$162.44 - $198.25 $262,665 - $320,570	1,617 Added 11.47%	15,709 $2.58 Million
Q2 2022 Jul 12, 2022	BUY	$178.67 - $235.08 $70,217 - $92,386	393 Added 2.87%	14,092 $2.52 Million
Q1 2022 Apr 19, 2022	BUY	$182.83 - $229.87 $104,944 - $131,945	574 Added 4.37%	13,699 $3.05 Million
Q4 2021 Jan 24, 2022	BUY	$188.94 - $214.25 $165,700 - $187,897	877 Added 7.16%	13,125 $2.71 Million
Q3 2021 Oct 13, 2021	BUY	$189.84 - $221.66 $157,377 - $183,756	829 Added 7.26%	12,248 $2.35 Million
Q2 2021 Oct 13, 2021	BUY	$208.86 - $244.79 $1.32 Million - $1.55 Million	6,320 Added 123.95%	11,419 $2.49 Million
Q1 2021 Oct 13, 2021	BUY	$180.63 - $233.63 $921,032 - $1.19 Million	5,099 New	5,099 $1.18 Million

Others Institutions Holding CAT

# of Institutions

3,127

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $192B
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...

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Hixon Zuercher, LLC Caterpillar Inc Transaction History