A detailed history of Hohimer Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 4,763 shares of CAT stock, worth $1.74 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,763
Previous 4,638 2.7%
Holding current value
$1.74 Million
Previous $1.54 Million 20.6%
% of portfolio
0.41%
Previous 0.36%

Shares

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

Nov 18, 2024

BUY
$316.8 - $391.12 $39,600 - $48,890
125 Added 2.7%
4,763 $1.86 Million
Q2 2024

Aug 02, 2024

BUY
$321.47 - $379.3 $925,833 - $1.09 Million
2,880 Added 163.82%
4,638 $1.54 Million
Q1 2024

May 07, 2024

BUY
$278.63 - $366.43 $27,863 - $36,643
100 Added 6.03%
1,758 $644,000
Q4 2023

Feb 09, 2024

SELL
$226.05 - $298.12 $904 - $1,192
-4 Reduced 0.24%
1,658 $490,000
Q3 2023

Nov 20, 2023

SELL
$240.58 - $288.65 $8,420 - $10,102
-35 Reduced 2.06%
1,662 $453,000
Q2 2023

Jul 27, 2023

BUY
$205.75 - $247.67 $1,028 - $1,238
5 Added 0.3%
1,697 $417,000
Q1 2023

May 02, 2023

BUY
$215.01 - $264.54 $43,217 - $53,172
201 Added 13.48%
1,692 $387,000
Q4 2022

Feb 01, 2023

BUY
$171.23 - $243.14 $2,397 - $3,403
14 Added 0.95%
1,491 $357,000
Q2 2022

Jul 25, 2022

BUY
$178.67 - $235.08 $178 - $235
1 Added 0.07%
1,477 $264,000
Q1 2022

May 03, 2022

BUY
$182.83 - $229.87 $3,290 - $4,137
18 Added 1.23%
1,476 $329,000
Q2 2021

Jul 12, 2021

BUY
$208.86 - $244.79 $208 - $244
1 Added 0.07%
1,458 $317,000
Q1 2021

Apr 12, 2021

SELL
$180.63 - $233.63 $9,031 - $11,681
-50 Reduced 3.32%
1,457 $338,000
Q3 2020

Nov 13, 2020

BUY
$125.73 - $153.87 $189,475 - $231,882
1,507 New
1,507 $252,000
Q1 2020

May 05, 2020

SELL
$91.85 - $150.53 $145,490 - $238,439
-1,584 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$117.97 - $148.5 $186,864 - $235,224
1,584 New
1,584 $234,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $193B
  • 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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