A detailed history of Horizon Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 2,194 shares of CAT stock, worth $803,091. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,194
Previous 2,191 0.14%
Holding current value
$803,091
Previous $729,000 17.7%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 16, 2024

BUY
$316.8 - $391.12 $950 - $1,173
3 Added 0.14%
2,194 $858,000
Q2 2024

Jul 19, 2024

SELL
$321.47 - $379.3 $111,228 - $131,237
-346 Reduced 13.64%
2,191 $729,000
Q1 2024

Apr 18, 2024

SELL
$278.63 - $366.43 $37,893 - $49,834
-136 Reduced 5.09%
2,537 $929,000
Q4 2023

Jan 22, 2024

SELL
$226.05 - $298.12 $90,646 - $119,546
-401 Reduced 13.04%
2,673 $790,000
Q3 2023

Oct 24, 2023

BUY
$240.58 - $288.65 $2,646 - $3,175
11 Added 0.36%
3,074 $839,000
Q2 2023

Jul 31, 2023

BUY
$205.75 - $247.67 $1,440 - $1,733
7 Added 0.23%
3,063 $753,000
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $155,452 - $191,262
-723 Reduced 19.13%
3,056 $699,000
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $38,355 - $54,463
224 Added 6.3%
3,779 $905,000
Q3 2022

Nov 18, 2022

SELL
$162.44 - $198.25 $42,396 - $51,743
-261 Reduced 6.84%
3,555 $583,000
Q2 2022

Aug 02, 2022

BUY
$178.67 - $235.08 $2,680 - $3,526
15 Added 0.39%
3,816 $682,000
Q1 2022

May 12, 2022

SELL
$182.83 - $229.87 $575,548 - $723,630
-3,148 Reduced 45.3%
3,801 $847,000
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $1.31 Million - $1.49 Million
6,949 New
6,949 $1.44 Million

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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