A detailed history of Icon Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,453 shares of CAT stock, worth $558,620. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,453
Previous 1,743 16.64%
Holding current value
$558,620
Previous $580,000 2.07%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $159,033 - $196,342
502 Added 34.55%
1,955 $764,000
Q3 2024

Nov 12, 2024

SELL
$316.8 - $391.12 $91,872 - $113,424
-290 Reduced 16.64%
1,453 $568,000
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $239,173 - $282,199
744 Added 74.47%
1,743 $580,000
Q1 2024

May 15, 2024

BUY
$278.63 - $366.43 $19,225 - $25,283
69 Added 7.42%
999 $366,000
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $210,226 - $277,251
930 New
930 $274,000
Q3 2022

Jan 25, 2023

BUY
$162.44 - $198.25 $99,900 - $121,923
615 New
615 $101,000

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 $203B
  • 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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