A detailed history of Ica Group Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,093 shares of CAT stock, worth $443,375. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,093
Previous 3,075 64.46%
Holding current value
$443,375
Previous $1.13 Million 67.67%
% of portfolio
0.22%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$321.47 - $379.3 $637,153 - $751,772
-1,982 Reduced 64.46%
1,093 $364,000
Q1 2024

May 14, 2024

SELL
$278.63 - $366.43 $16,439 - $21,619
-59 Reduced 1.88%
3,075 $1.13 Million
Q4 2023

Mar 07, 2024

BUY
$226.05 - $298.12 $59,451 - $78,405
263 Added 9.16%
3,134 $926,000
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $48,356 - $58,018
201 Added 7.53%
2,871 $783,000
Q2 2023

Aug 11, 2023

SELL
$205.75 - $247.67 $2 Million - $2.4 Million
-9,697 Reduced 78.41%
2,670 $656,000
Q1 2023

May 12, 2023

BUY
$215.01 - $264.54 $35,261 - $43,384
164 Added 1.34%
12,367 $2.83 Million
Q4 2022

Feb 14, 2023

SELL
$171.23 - $243.14 $886,628 - $1.26 Million
-5,178 Reduced 29.79%
12,203 $2.92 Million
Q3 2022

Nov 10, 2022

BUY
$162.44 - $198.25 $121,505 - $148,291
748 Added 4.5%
17,381 $2.85 Million
Q2 2022

Oct 03, 2022

SELL
$178.67 - $235.08 $71,468 - $94,032
-400 Reduced 2.35%
16,633 $3.25 Million
Q1 2022

Oct 03, 2022

BUY
$182.83 - $229.87 $3.11 Million - $3.92 Million
17,033 New
17,033 $3.81 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 $214B
  • 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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