A detailed history of Iag Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 109 shares of CAT stock, worth $40,962. This represents 0.01% of its overall portfolio holdings.

Number of Shares
109
Previous 65 67.69%
Holding current value
$40,962
Previous $21,000 100.0%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 29, 2024

BUY
$316.8 - $391.12 $13,939 - $17,209
44 Added 67.69%
109 $42,000
Q2 2024

Jul 16, 2024

BUY
$321.47 - $379.3 $4,822 - $5,689
15 Added 30.0%
65 $21,000
Q2 2023

Aug 10, 2023

SELL
$205.75 - $247.67 $3,909 - $4,705
-19 Reduced 27.54%
50 $12,000
Q3 2022

Oct 26, 2022

BUY
$162.44 - $198.25 $1,137 - $1,387
7 Added 11.29%
69 $11,000
Q1 2022

May 04, 2022

BUY
$182.83 - $229.87 $11,335 - $14,251
62 New
62 $14,000
Q3 2020

Feb 11, 2021

SELL
$125.73 - $153.87 $3,394 - $4,154
-27 Closed
0 $0
Q2 2020

Feb 11, 2021

BUY
$104.48 - $137.72 $1,044 - $1,377
10 Added 58.82%
27 $4,000
Q4 2019

Feb 11, 2021

BUY
$117.97 - $148.5 $2,005 - $2,524
17 New
17 $3,000

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 $198B
  • 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
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.